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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.

Functional Foods Ingredients Market: A Value Chain Deep Dive

2 Min Read

The Challenge 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…

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 thesis—they had interest in the home services industry for a potential platform investment. Ideally they wanted to identify a backable CEO…

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

The 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 spaces, and…

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…

Shifting Strategies with Cardio Medical Device Board Search

< 1 Min Read

The Challenge Apex Leaders’ client held an early-stage investment in a cardiovascular medical device company. They had a promising new product and wanted a new board member to help them…

Industry Insights and Validating Brand Reputation in Produce

< 1 Min Read

The Challenge Apex Leaders’ client was interested in acquiring an upscale fresh produce distributor. The client was unfamiliar with produce distribution dynamics and needed to understand the target’s growth with…

Private Equity CEO Placement Spurs 400% Company Growth

2 Min Read

The Challenge 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…

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. The regulatory standards for personal protective equipment…

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 thesis around cloud-based IT services. Their interest in this industry was due to secular…

Cybersecurity Executives Validate Dark Web Investment for Client

2 Min Read

The Challenge 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…