Case Studies
We pride ourselves in broad coverage and deep experience, earning some of the highest client satisfaction ratings in the industry as we go beyond an expert network company.
3 Min Read
A private equity firm was evaluating an investment in a specialized manufacturing and installation business. A key challenge for the private equity firm was the target company’s regional focus; the…
3 Min Read
For private equity firms exploring acquisitions in specialized sectors, a granular understanding of market dynamics and competitive positioning is paramount. A private equity firm was evaluating the acquisition of a…
2 Min Read
Encore Consumer Capital, a private equity firm with a growing interest in the functional food ingredients sector, sought to identify the most promising investment opportunities across the value chain. To…
2 Min Read
Our client presented us with a broad investment thesis—they had interest in the home services industry for a potential platform investment. Ideally they wanted to identify a backable CEO candidate…
3 Min Read
Our client, Saw Mill Capital, knew that executive board placement for their PE firm was critical to advancing the growth goals for their portfolio company, Rasa Floors—a flooring replacement company…
< 1 Min Read
Our client was interested in acquiring an upscale fresh produce distributor. The client leveraged our team at Apex Leaders, an expert network that specializes in private equity, to gain insights…
< 1 Min Read
A client sought Apex Leaders’ assistance on a proprietary deal for an investment in an apparel company that makes protective gloves. As part of their private equity due diligence, they…
2 Min Read
Our client’s Business Services team reached out to Apex Leaders for help with their sector thesis around cloud-based IT services. Their interest in this industry was due to secular tailwinds…
2 Min Read
Our private equity client invests in distressed asset opportunities and wanted to investigate the landscape of publicly-traded and privately-held glassware manufacturing companies. With a surge in the number of breweries,…
3 Min Read
Establishing strong and enduring partnerships with seasoned industry experts is essential for the success of platform investments, both during PE due diligence and post-close. This strategy was implemented when one…
3 Min Read
Building strong and lasting relationships with private equity advisors is crucial for successful platform investments, both prior to and after closing. This approach was put into action when one of…
3 Min Read
To execute a successful distressed asset turnaround investment strategy, it’s crucial to establish partnerships with executives and operators both during the private equity due diligence process and after closing. Our…