Due Diligence Checklist

“Apex’s support greatly informed our understanding of key industry dynamics that ultimately helped us get comfortable with the investment target. Kelsey was extremely responsive during the process and sourced very high-quality advisors. Each call was productive, which created great efficiency on our end during this process.” Stonehenge Partners

“The calls we had were super informative—we spoke with the right leaders in the industry to get a better view.” Hamilton Robinson Capital Partners

“These calls were very helpful for this project, Michael quickly got us set up with a couple experts to reach out to and stayed close to our needs along the way.” Blue Point Capital Partners

“Kelsey was great—super communicative, found great advisors, incorporated feedback live into the search.” Hamilton Robinson Capital Partners

“The project went very well overall. The call we had was extremely helpful and all timelines were met. Although we passed on the investment opportunity, we were very happy with how the project went and all the help from our Apex Services Manager.” Lineage Capital

“Emily was fantastic. We had to ‘get smart’ on an industry that is new to us and Emily brought in incredibly impressive advisors very quickly. The calls were great, and Emily was a pleasure to work with. This project was another great reminder of why we chose Apex.” Granite Creek Capital Partners

“Andi was very helpful in sourcing experts across several different areas. They also provided feedback and insights into the market as they conducted research and outreach.” Saw Mill Capital

“Apex was a great partner on this project and was able to source several advisors where we had good calls and generated significant internal insights. This drove our conviction (to pass) on this opportunity but the experience overall was great.” Lineage Capital

“Apex did a great job facilitating the process and found some excellent people to speak with in the industry.” Shoreline Equity Partners

“Tim went above and beyond on our portfolio project, conducting thorough screening calls that were the crux of the research project. Tim’s work generated great insights for our team on the current state of the specialty market.” Lineage Capital

“Great executive finds on this project. We are still doing work on this but putting pause until our LOI on a proprietary deal has firmed up more.” Saw Mill Capital

“Great connections and quality calls that helped us get up to speed quickly.” Shoreline Equity Partners