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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.

Home Services Roll-Up

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…

Board Search Places Two Senior Executives in Staffing Firm

< 1 Min Read

An Apex Leaders’ client owned an established staffing company platform and had recently added a smaller Recruitment Process Outsourcing (RPO) company. Given the recent add on, the company wanted to…

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…

Seeking an Executive Board Placement for National Facility Services Business

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…

Industry Insights and Validating Brand Reputation in Produce

< 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…

Private Equity CEO Placement Spurs 400% Company Growth

2 Min Read

Apex Leaders’ client wanted to evaluate a regionally-known court reporting company with strong growth potential. Initially, the client sought to speak with advisors who could diligence the opportunity and, potentially,…

Expert Insights on PPE Regulations Drive Key Deal

< 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…

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…

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…

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,…