
Why Private Equity Firms Choose Apex Leaders
When it comes to expert networks, private equity firms have a choice: a transactional vendor or a strategic partner. Apex Leaders is an expert network that operates as an extension of your team. We don’t provide a list of names or a library of transcripts—we connect you to deeply vetted subject matter experts who provide the specific, unfiltered insights you need to strengthen your investment thesis and win more deals.

Apex Leaders vs. Traditional Expert Networks
A database of generic advisors will only get you so far. This is where traditional expert network companies fall short–leaving you with recycled insights or copy-and-paste advice. The Apex approach is fundamentally different. We focus on custom research and tailored outreach to connect you with the right experts, every time.
| Apex Leaders | Traditional Expert Networks | |
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You own the relationship. Every advisor introduced is yours to keep and leverage. |
Upcharge for taking an expert “out of network.” |
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Fresh, bespoke research for every project–informed by market trends and tailored to your unique needs. No recycled insights. |
Reliance on keyword searches in existing databases. 2-3% of advisors do 90% of projects. |
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Custom intake for each engagement. We review the project and help outline your diligence needs. |
Clients are tiered and prioritized by annual call volume. |
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Full transparency via our client portal. Submit projects, track real-time status, and access engagement history in one spot. |
Project submission and status inquiries are handled through disconnected email chains. |
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Rigorous, PE-centric vetting. We call B.S. on someone else’s know-how. |
Volume-focused screenings that rely on surveys and self-reported data. |
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Monthly retainer for unlimited calls. Platform fees on closed deals. Our success is directly tied to yours. |
Bulk buying of expensive call credits you may not use. |
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24-hour cancellation notice. No long-term commitments. We earn your partnership on every project. |
Rigid contracts create an obligation instead of a partnership. |
Responsiveness
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98% employee retention rate. Our team provides consistent, personalized service. |
Revolving door of account managers creates disjointed relationships and fragmented support. |
71% of Apex clients do not use a secondary expert network.
Within the expert network industry, GLG is one of the largest networks, but scale can be a trade-off for specificity. Firms often choose a more curated approach when they require deeply vetted advisors with niche expertise that a volume-based model may overlook.
– Your Network vs.Theirs: With GLG, you’re primarily leasing access to their network for individual expert calls. With Apex, every advisor we introduce becomes a direct, lasting part of your firm’s network. You own the relationship, eliminating future access fees.
– Database vs. Fresh Insights: While GLG has a vast network, it often relies on an existing database to source advisors. Apex takes a different approach, conducting fresh, bespoke research for every project. This ensures the advisors we find are precisely tailored to your diligence angles, providing actionable competitive intelligence that builds conviction, versus generalized advice from frequently-used experts.
– Credit Model vs. Platform Fee Model: GLG’s credit-based system can lead to unused credits and less flexible spending. With Apex, you pay a monthly retainer for all-you-can-eat access to our core services. Platform fees are only charged when you win a deal, tying our success to yours.
While AlphaSights is known for speed and efficiency, many private equity due diligence projects demand more than transactional speed. The Apex model is built on delivering deep, bespoke expert insights through carefully cultivated, lasting advisor partnerships.
– Speed-to-Connect vs. Tailored Research: AlphaSights’ rapid connections are a trade-off for diligence-specific insights. Apex prioritizes custom outreach for every engagement, ensuring every expert insight is specifically tailored to your deal—not pulled from a pre-existing pool.
– Transactional Calls vs. Partnership Approach: With AlphaSights, you often get one-off expert network calls. At Apex, we focus on building long-term “River Guide” partnerships—seasoned operators who integrate with your team throughout the investment lifecycle and beyond.
– New Engagements vs. Post-Close Value: AlphaSights may charge you extra for post-close work, costing you more. With Apex, your portfolio companies can leverage our retainer services at no additional cost, giving you a key advantage after the deal closes.
Third Bridge offers broad qualitative insights, particularly through their library of transcripts. This contrasts with Apex’s focus on facilitating direct, one-on-one engagements tailored to a client’s most critical diligence questions.
– Research vs. Relationship: Third Bridge facilitates interviews, but the advisor relationship remains primarily with them. With Apex, you own the relationship with every advisor introduced, building your firm’s proprietary network.
– Passive Content vs. Active Partnership Third Bridge focuses on a content library of transcripts and reports that are broad by design, offering general market perspectives. Apex provides active partners who provide proprietary, real-time expert insights and act as an extension of your deal team.
– Static Library vs. Real-Time Conversations: Third Bridge’s “Forum” provides access to a library of interviews. With Apex, you get real-time, face-to-face conversations with relevant experts. This allows you to tailor the discussion to your unique needs–asking specific questions, digging deeper, and getting the answers you need.
Guidepoint focuses on providing quick access to a broad network for generic inquiries. For more strategic initiatives, firms often seek a partner, like Apex, dedicated to building and maintaining deep relationships, ensuring a higher level of relevance and value over time.
– Broad Focus vs. PE Focus: Guidepoint serves clients in various industries, but Apex is exclusively focused on private equity. This deep specialization means our vetting processes and advisor recommendations are precisely tuned to the nuances of PE diligence and value creation.
– Access vs Ownership: Guidepoint provides one-off access to its network of experts. Apex helps you build your own network of relevant experts. We provide ungated, long-term access to advisors without “out-of-network” fees.
– Volume-Driven vs. Relationship-Driven: Guidepoint’s scale and broad client base can lead to a volume-driven approach, where clients are often tiered and prioritized by annual call volume. Apex’s model is relationship-driven– providing dedicated, consistent, and personalized support.
YOUR SUCCESS IS OUR SUCCESS
“Apex’s support greatly informed our understanding of key industry dynamics that ultimately helped us get comfortable with the investment target. Kelsey was extremely responsive during the process and sourced very high-quality advisors. Each call was productive, which created great efficiency on our end during this process.” Stonehenge Partners
“The calls we had were super informative—we spoke with the right leaders in the industry to get a better view.” Hamilton Robinson Capital Partners
“These calls were very helpful for this project, Michael quickly got us set up with a couple experts to reach out to and stayed close to our needs along the way.” Blue Point Capital Partners
“Kelsey was great—super communicative, found great advisors, incorporated feedback live into the search.” Hamilton Robinson Capital Partners
“The project went very well overall. The call we had was extremely helpful and all timelines were met. Although we passed on the investment opportunity, we were very happy with how the project went and all the help from our Apex Services Manager.” Lineage Capital
“Emily was fantastic. We had to ‘get smart’ on an industry that is new to us and Emily brought in incredibly impressive advisors very quickly. The calls were great, and Emily was a pleasure to work with. This project was another great reminder of why we chose Apex.” Granite Creek Capital Partners
“Andi was very helpful in sourcing experts across several different areas. They also provided feedback and insights into the market as they conducted research and outreach.” Saw Mill Capital
“Apex was a great partner on this project and was able to source several advisors where we had good calls and generated significant internal insights. This drove our conviction (to pass) on this opportunity but the experience overall was great.” Lineage Capital
“Apex did a great job facilitating the process and found some excellent people to speak with in the industry.” Shoreline Equity Partners
“Tim went above and beyond on our portfolio project, conducting thorough screening calls that were the crux of the research project. Tim’s work generated great insights for our team on the current state of the specialty market.” Lineage Capital
“Great executive finds on this project. We are still doing work on this but putting pause until our LOI on a proprietary deal has firmed up more.” Saw Mill Capital
“Apex’s support greatly informed our understanding of key industry dynamics that ultimately helped us get comfortable with the investment target. Kelsey was extremely responsive during the process and sourced very high-quality advisors. Each call was productive, which created great efficiency on our end during this process.” ” Stonehenge Partners
“Great connections and quality calls that helped us get up to speed quickly.” Shoreline Equity Partners
the apex playbook
Not the most experts. The right experts.
We’re committed to deep dives, not surface-level conversations. Our focus is on building conviction, not just providing information. We prioritize precision, partnership, and results–because we know the right expertise at the right time can make or break a deal.
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Thesis work is non-negotiable.
No thesis?
You’re already behind. -
Get a river guide.
Serious about closing?
You need an insider.
Full stop. -
Speak with the right people.
Not just industry experts.
The right experts for your deal.
Every time. -
Use us for portcos.
Unlock their full potential.
Faster growth.
Better decisions.
Bigger returns. -
View us as your partner.
We’re an extension of your team.
Minus the overhead.

River guides: your insider advantage
We introduce you to experts who can become your River Guides–long-term advisors with true insider knowledge. These aren’t the one-off experts that other expert networks provide. They’re seasoned operators that your firm cultivates strategic partnerships with–tapping into their expertise throughout the investment lifecycle.
What are River Guides at Apex Leaders?
- Industry Insiders: Know the ins and outs of their sector, spotting challenges and opportunities that may lie ahead
- Seasoned Operators: Have the firsthand experience to navigate uncharted investment sectors
- Long-Term Advisors: Provide real-world expert insights throughout the entire deal process
- Potential Executives: Great candidates for open board seats or executive positions
River Guides Throughout the Investment Lifecycle
- Create and review market maps
- Develop and refine investment theses for industry segments and subsegments
- Identify potential targets
- Explain key themes, players, and risks in various markets
- Improve outreach and networking
- Review CIMs
- Attend management meetings
- Visit target company sites
- Provide input on key due diligence considerations
- Assess market dynamics, pain points, and potential add-ons
- Serve as an ongoing consultant
- Assume board seats or executive roles
- Mentor CEOs or leadership teams
- Assist with organizational transitions
- Buildout strategies and GTM plans
- Provide specific operational support
Compelling case studies

Private Equity Consulting Firms: Guiding Drone Sector Entry

Apex Leaders Drives Skylark’s Marketplace Optimization Deal

Functional Foods Ingredients Market: A Value Chain Deep Dive

Why Private Equity Firms Choose Apex:
- Accelerate Conviction: Get to “yes” or “no” faster.
- Win More Deals: Gain a competitive edge and leapfrog the competition.
- De-Risk Investments: Uncover hidden headwinds (and tailwinds).
- Unlock Portfolio Value: Drive growth post-close.
- Build Your Firm’s Network: Retain long-term access to key advisors.
- Free Up Internal Resources: Let us do the time-consuming expert vetting.
- Make Smarter Decisions: Get real-time advice from seasoned operators.
Ready to Build a Strategic Partnership?
In private equity, conviction matters. The difference between winning and losing a deal comes down to who has the deepest, most accurate expert insights. We provide a strategic partnership that will help you outmaneuver the competition. Ready to connect with experts who will help you get to “yes” or “no faster? Let’s chat.
Schedule a call directly.
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