Skip to main content
Business team meeting and woman leader, depicting an expert network company's case studies and strategies.

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.

Finding the Right Fit with Board Member Search Firms

2 Min Read

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…

How an Expertise Consultant Helped Solve Supply Chain Issues

2 Min Read

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…

Validating the Efficacy of Nutritional Supplements

< 1 Min Read

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…

Market Expansion for Flexible PVC Portfolio Division

2 Min Read

For our private equity client, we provided industry expertise that advanced the plateauing sales performance of their portfolio company’s flexible PVC division. The Challenge In an industrial industry where loyalty…

Maximizing Investments with Targeted Due Diligence Services

2 Min Read

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…

Private Equity Consulting Firms: Guiding Drone Sector Entry

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…

Why Private Equity Trusts Board of Directors Headhunters

2 Min Read

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…

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…