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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.

Pivoting Investment Thesis Based on Advisor Knowledge

3 Min Read

A private equity firm was evaluating an investment in a specialized manufacturing and installation business. A key challenge for the private equity firm was the target company’s regional focus; the…

Commercial Roofing Services: Validating Market Trends for Acquisition

3 Min Read

For private equity firms exploring acquisitions in specialized sectors, a granular understanding of market dynamics and competitive positioning is paramount. A private equity firm was evaluating the acquisition of a…

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…

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…

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…

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,…

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…