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.
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Shoreline Equity Partners, a private equity firm with significant experience in the recession-resilient produce distribution space, aimed to expand into the protein distribution market. Despite its perceived volatility, they believed…
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Bertram Capital, a private equity firm, faced a challenging and tight timeline. They were vying for a company specializing in residential roofing and restoration services and urgently needed to understand…
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Private equity firms seeking to enhance their portfolio companies often require specialized expertise to drive strategic growth. Saw Mill Capital, a private equity firm, sought two qualified board members for…
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Building on a successful initial partnership, a leading provider of staffing solutions in the long-term care sector re-engaged Apex Leaders through investment thesis work to further expand its understanding of…
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A tech-driven healthcare staffing firm, initially successful in the long-term care market, sought to expand its footprint into the acute care hospital sector. This strategic pivot required investment thesis research…
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In the fast-paced world of private equity, timing is everything. When a potential deal lands on your desk, you need answers quickly. But speed shouldn’t come at the expense of…
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In a tightening deal environment, becoming a preferred buyer with the ability to execute smart deals is the key to continued growth. To develop more targeted investment strategies, PE firms…
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Private equity portfolio management demands clear market insights. Seeking to advance their hotel renovation portfolio, Private Equity firm, LongWater Opportunities, struggled to gain a clear understanding of the rapidly evolving…
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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 Cybersecurity Maturity…
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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 Apex to…
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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…
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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…