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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.

Accelerating Digital Product Development for Private Equity Portfolio Management

4 Min Read

For private equity firms focused on value creation, enhancing portfolio companies through digital transformation is a key strategy. When Prairie Capital sought to significantly expand the reach and offerings of…

Sector Thesis Case Study: Cloud IT Services

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…

Apex Supports Glassware Manufacturing Turnaround Deal

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,…

Why Top Private Equity Consulting Firms Are Key to Deal Success

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…

Partnering with Advisors to Acquire Dental Service Organizations in Private Equity

3 Min Read

Nurturing long-term partnerships with advisors before, during and after closing is often key to a successful private equity investment thesis. We drew on this strategy when one of our clients…

How an Expertise Consultant Helped Solve Supply Chain Issues

2 Min Read

Apex’s client, a lower middle market private equity (PE) firm, approached Apex for help with a microchip shortage affecting its portfolio company, a leader in quick-turn PCBA and on-demand manufacturing….

PE Portfolio Management: Flexible PVC Market Expansion

3 Min Read

For our private equity client, we provided industry expertise that advanced the plateauing sales performance within their PE portfolio management strategy for the flexible PVC division In an industrial industry…

Assessing Underperformance in Saw Mills Portfolio

2 Min Read

In spite of a growing housing market, a private equity-owned saw manufacturer in the U.S. Pacific Northwest was reporting low sales performance. Executive management attributed the cause to dwindling production…

How to Maximize Deal Confidence with Expert Network Services

2 Min Read

A New York-based private equity firm, wanted to invest in the multi-site dermatology industry. They had invested in the physical therapy space and wanted to recreate that success. They noticed…