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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.

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

< 1 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…

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 a successful private equity investment thesis. We drew on this strategy when one of our clients…

Private Equity Roll Up Strategy: How Advisors Drive Value

2 Min Read

Narrowing a broad investment 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…

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…