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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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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The Challenge Our client made numerous acquisitions in the legal process outsourcing space, but had not yet explored the digital forensics angle. The client started a sector thesis project to…
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The Challenge Our client was, for the first time, evaluating a provider of online proctoring software for higher education and corporate clients. To feel comfortable moving the deal forward, they…