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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.

Securing a Competitive Advantage for PE Due Diligence

2 Min Read

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…

Board of Directors Search Firms: Drive Strategic Expansion

2 Min Read

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…

Healthcare Staffing: Deepening Acute Care Expertise

3 Min Read

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…

Healthcare Staffing: Revolutionizing Acute Care with Expert Insights

3 Min Read

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…

Expert Network for Due Diligence: The Conviction to Walk Away

3 Min Read

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…

How to Recruit an M&A Advisor for Confident Investments

2 Min Read

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…

Leveraging Expert Networks for Portfolio Advancement

4 Min Read

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…

Expert Insights Drive Investment Partner’s Acquisition

3 Min Read

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…

Chicago-Based PE Firm Gains Edge in the MedSpa Market

2 Min Read

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…

Functional Foods Ingredients Market: A Value Chain Deep Dive

2 Min Read

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…

Apex Leaders Drives Skylark’s Marketplace Optimization Deal

3 Min Read

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…

Home Services Roll-Up

2 Min Read

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 CEO candidate…