Case Studies
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Unlocking Investment Success Through Strategic Partnerships
2 Min Read
Establishing strong and enduring partnerships with seasoned industry experts is essential for the success of platform investments, both during diligence and post-close. This strategy was implemented when one of our…
Establishing long-term partnership for Aerospace MRO Private Equity Investment
3 Min Read
Building strong and lasting relationships with advisors is crucial for successful platform investments, both prior to and after closing. This approach was put into action when one of our clients…
Partnering with Operators for Distressed Asset Turnaround
2 Min Read
To execute a successful distressed asset turnaround investment strategy, it’s crucial to establish partnerships with executives and operators both during diligence and after closing. Our client entrusted us with the…
Conducting Comprehensive Due Diligence on Darknet Data Provider Investment
2 Min Read
In today’s digital world, data is one of a company’s most valuable assets, making cyber attacks one of the most significant business threats. The damage caused by cyber-attacks can be…
Evaluating Investment Thesis with In-depth Information Technology Due Diligence
2 Min Read
As cloud-based storage gained prominence across industries, our client was eager to evaluate relevant investing opportunities. The technology seemed likely to provide a ripe opportunity for growth with companies transitioning…
Partnering with Advisors to Acquire Dental Service Organizations in Private Equity
2 Min Read
Nurturing long-term partnerships with advisors before, during and after closing is often key to successful platform investments. We drew on this strategy when one of our clients approached us about…
Sourcing Perfect-fit Advisors for Private Equity Roll-up Investment
2 Min Read
Narrowing a broad thesis often requires several trustworthy advisors. When our client approached us with a general interest in the home services industry, Apex Leaders was eager to help with…
Finding an Ecological Restoration Expert to fill Critical Board Position
2 Min Read
Client engages Apex Leaders to recruit a board member L2 Capital, a family office with decades of experience investing in and growing lower middle market companies, came to us to…
Finding a Supply Chain Management Consultant to Overcome a Challenge
2 Min Read
Global microchip shortage affects business Microchips make modern electronics work. The electric circuits of the tiny devices are needed to fuel devices across industries, including cars and smartphones. According to…
Validating the Efficacy of Nutritional Supplements
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Apex Leaders bridged the gap between business acumen and scientific research, providing our client the conviction to invest in the nutritional supplement space. The Challenge Apex Leaders’ client was interested…
Market Expansion for Flexible PVC Portfolio Division
2 Min Read
For our private equity client, we provided industry expertise that advanced the plateauing sales performance of their portfolio company’s flexible PVC division. The Challenge In an industrial industry where loyalty…
Making A Splash In Outdoor Lifestyle Products
2 Min Read
Challenge Our private equity client, Prairie Capital, was considering an investment in BOTE, a rapidly growing company that produces paddleboards. The company was in its early stages, yet the future…