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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…

Healthcare Staffing: Deepening Acute Care Expertise

3 Min Read

Building on a successful initial partnership, a leading provider of staffing solutions in the long-term care sector re-engaged Apex Leaders through investment thesis work to further expand its understanding of…

Healthcare Staffing: Revolutionizing Acute Care with Expert Insights

3 Min Read

A tech-driven healthcare staffing firm, initially successful in the long-term care market, sought to expand its footprint into the acute care hospital sector. This strategic pivot required investment thesis research…

Leveraging Expert Networks for Portfolio Advancement

4 Min Read

Private equity portfolio management demands clear market insights. Seeking to advance their hotel renovation portfolio, Private Equity firm, LongWater Opportunities, struggled to gain a clear understanding of the rapidly evolving…

Chicago-Based PE Firm Gains Edge in the MedSpa Market

2 Min Read

A Chicago-based private equity firm, and long-time client of Apex Leaders, tasked us with building out a market map in the medical spa (medspa) sector. The Client asked Apex to…

Functional Foods Ingredients Market: A Value Chain Deep Dive

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…

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…

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…

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…

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…