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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.

Expert Insights Drive Investment Partner’s Acquisition

3 Min Read

The Challenge A leading middle-market private equity firm was evaluating an investment opportunity in the cybersecurity compliance sector. The industry presented a complex landscape with evolving regulations, particularly around the…

Chicago-Based PE Firm Gains Edge in the MedSpa Market

2 Min Read

The Challenge 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…

Functional Foods Ingredients Market: A Value Chain Deep Dive

2 Min Read

The Challenge in Functional Food Sector Encore Consumer Capital, a private equity firm with a growing interest in the functional food ingredients sector, sought to identify the most promising investment…

Apex Leaders Drives Skylark’s Marketplace Optimization Deal

3 Min Read

The Client’s Challenge: Navigating the Uncharted Waters of Marketplace Optimization Skylark Private Equity had a promising target in their sights within the Marketplace Optimization space. With a company already under…

Home Services Roll-Up

2 Min Read

The Challenge 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…

Board Search Places Two Senior Executives in Staffing Firm

< 1 Min Read

The Challenge 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…

Obsolete Electronics Reseller

2 Min Read

Obsolete Technology Investment Challenge 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…

Seeking an Executive Board Placement for National Facility Services Business

2 Min Read

Our client, Saw Mill Capital, knew a successful executive board placement was critical to advance the growth goals for their portfolio company, Rasa Floors, a flooring replacement company looking to…

Industry Insights and Validating Brand Reputation in Produce

< 1 Min Read

The Challenge 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…

Private Equity CEO Placement Spurs 400% Company Growth

2 Min Read

Finding a CEO for Growth 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…

Expert Insights on PPE Regulations Drive Key Deal

< 1 Min Read

The Challenge 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…

Sector Thesis Case Study: Cloud IT Services

2 Min Read

The Challenge 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…