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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.

Apex Leaders Drives Skylark’s Marketplace Optimization Deal

3 Min Read

Skylark Private Equity had a promising target in their sights within the Marketplace Optimization space. With a company already under LOI, they needed to move quickly. However, the complexities of…

Obsolete Electronics Reseller

2 Min Read

Our client was interested in acquiring an electronic component distributor who focused on end of life or obsolete technology. They sold into healthcare, industrial, and telecom spaces, and had authorized…

Cybersecurity Executives Validate Dark Web Investment for Client

2 Min Read

Only 4 percent of the Internet is viewable from a Google search; the rest is part of the dark web where information like credit card numbers and bank statements are…

Forensic Engineering Sector Thesis Leads to Key Acquisition

2 Min Read

Our client made numerous acquisitions in the legal process outsourcing space, but had not yet explored the digital forensics angle. The client started an investment thesis project to explore the…

Ed-Tech: Online Proctoring Software

< 1 Min Read

Our client was, for the first time, evaluating a provider of online proctoring software for higher education and corporate clients. To feel comfortable moving the deal forward, they specifically needed…

IT Due Diligence: Positioning PE Firm as Preferred Buyer

2 Min Read

CIVC Partners has a strong track record when it comes to investments in the IT Services space. Their portfolio includes companies that perform IT managed services, digital engineering, cybersecurity, and…

Due Diligence Consulting: Insights for Investing in Dark Web Firms

2 Min Read

In today’s digital world, data is one of a company’s most valuable assets, making cyber attacks one of the most significant business threats. At Apex Leaders, we recognize that due…

Evaluating Investment Thesis with In-depth Information Technology Due Diligence

2 Min Read

As cloud-based storage gained prominence across industries, our client was eager to evaluate relevant investing opportunities. The technology seemed likely to provide a ripe opportunity for growth with companies transitioning…

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…

Private Equity Consulting Firms: Guiding Drone Sector Entry

3 Min Read

Our client decided to invest after a lengthy sector thesis investigation and due diligence. In speaking with Apex Leaders’ advisors they were able to validate their investment thesis in the drone market early and identify an attractive target in a new tech sector.

Why Private Equity Trusts Board of Directors Headhunters

2 Min Read

Our private equity client held an early-stage investment in a cardiovascular medical device company. They had a promising new product and wanted a new board member to help them navigate…

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…