Case Studies
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Sector Thesis Guides First-Ever Investment in the Drone Sector
2 Min Read
Our client decided to invest after a lengthy sector thesis investigation and due diligence. In speaking with Apex Leaders’ advisors they were able to validate their investment thesis in the drone market early and identify an attractive target in a new tech sector.
Is a Waste Management Deal Worth It?
2 Min Read
The Challenge San Francisco-based Gryphon Investors came to Apex Leaders last year with a quandary. They had to decide whether a deal in the waste management space was worth going…
Keeping Up with Fast Fashion
2 Min Read
The Challenge Gone are the days of seasonal clothing lines. Instead, clothing manufacturers are continuing to push their designers and their manufacturers to turn out new lines in a matter…
Shifting Strategies with Cardio Medical Device Board Search
2 Min Read
The Challenge Our private equity 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…
Exploring Efficacy of Brand Marketing Workflow Software
< 1 Min Read
The Challenge Our private equity client was in the IOI phase of an investment in a rapidly growing software company providing marketing workflow collaboration to high-end brands. The software allows…
Lender Insurance’s Changing Regulatory Landscape
2 Min Read
The Challenge Our client was interested in pursuing an investment in the lender-placed insurance market. Recent regulations had been established, but many industry experts believed that they had not gone…
Assessing Underperformance in Saw Mills Portfolio
2 Min Read
The Challenge In spite of a growing housing market, a private equity-owned saw manufacturer in the U.S. Pacific Northwest was reporting low sales performance. Executive management attributed the cause to…
Testing an Investment Hypothesis in Dermatology
2 Min Read
A structured sprint to validate and prepare for an eventual deal in the sector. The Challenge A New York-based private equity firm, wanted to invest in the multi-site dermatology industry….
Seeking Specialized Mining & Industrials Insight
2 Min Read
In a closely fought competition, American Industrial Partners acquires a company for $1.23 billion, a record sale for the firm. The Challenge Our private equity client American Industrial Partners (AIP)…
Discretion Key in Engaging Car Wash Signage Specialists
2 Min Read
Sensitive diligence for a prominent target in the niche car wash sector. Challenge Private equity firm PNC Riverarch Capital (“PNC”) was considering acquiring TSS Inc., a leading manufacturer of car…