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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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…
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Client engages Apex Leaders, one of the leading board member search firms, to recruit a board member L2 Capital, a family office with decades of experience investing in and growing…
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Global microchip shortage affects business Apex’s client, a lower middle market private equity (PE) firm, approached Apex for help with a microchip shortage affecting its portfolio company, a leader in…
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Apex Leaders bridged the gap between business acumen and scientific research, providing our client the conviction to invest in the nutritional supplement space. The Challenge Apex Leaders’ client was interested…
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For our private equity client, we provided industry expertise that advanced the plateauing sales performance within their PE portfolio management strategy for the flexible PVC division The Challenge in PE…
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Investment Challenge Our private equity client, Prairie Capital, was considering an investment in BOTE, a rapidly growing company that produces paddleboards. The company was in its early stages, yet the…
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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.
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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…
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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…
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The Challenge of the Private Equity Firm Our private equity client held an early-stage investment in a cardiovascular medical device company. They had a promising new product and wanted a…
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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…
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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…