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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.

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…

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 Roll Up Strategy: How Advisors Drive Value

3 Min Read

Narrowing a broad investment thesis often requires several trustworthy advisors. When our client approached us with a general interest in the home services industry, Apex Leaders was eager to help…

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…