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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.

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…

Forensic Engineering Sector Thesis Leads to Key Acquisition

2 Min Read

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…

Ed-Tech: Online Proctoring Software

< 1 Min Read

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…

Apex Supports Glassware Manufacturing Turnaround Deal

2 Min Read

The Challenge Our private equity client invests in distressed asset opportunities and wanted to investigate the landscape of publicly-traded and privately-held glassware manufacturing companies. With a surge in the number…

IT Due Diligence: Positioning PE Firm as Preferred Buyer

2 Min Read

The Challenge CIVC Partners has a strong track record when it comes to investments in the IT Services space. Their portfolio includes companies that perform IT managed services, digital engineering,…

PE Due Diligence in the EOL Component Market

3 Min Read

Establishing strong and enduring partnerships with seasoned industry experts is essential for the success of platform investments, both during PE due diligence and post-close. This strategy was implemented when one…

Establishing long-term partnership for Aerospace MRO Private Equity Investment

3 Min Read

Building strong and lasting relationships with private equity advisors is crucial for successful platform investments, both prior to and after closing. This approach was put into action when one of…

Why Top Private Equity Consulting Firms Are Key to Deal Success

3 Min Read

To execute a successful distressed asset turnaround investment strategy, it’s crucial to establish partnerships with executives and operators both during investment due diligence and after closing. Our client entrusted us…

Due Diligence Consulting: Insights for Investing in Dark Web Firms

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. At Apex Leaders, we recognize that due…

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

3 Min Read

Nurturing long-term partnerships with advisors before, during and after closing is often key to a successful private equity investment thesis. We drew on this strategy when one of our clients…