Private Equity Due Diligence

Get to “yes” or “no” more quickly.

Today’s investing environment is intense. There is immense pressure to differentiate your firm as a preferred buyer early in and swiftly deploy capital. To do so, you need to have the right conversation with the right person at the right time—whether that be a C-suite executive who has “been there, done that,” an end-user, or any level in between. This is where the Apex Leaders approach, combined with our private equity due diligence, gives you that edge.

A woman investor discussing with members of her team the findings of private equity due diligence for a retail acquisition

Unlike a traditional expert network, we conduct deal-specific research and interviews to qualify each advisor, providing experts you can trust for private equity due diligence. This ensures you can make quick and confident investment decisions at any stage, whether pre-IOI, pre-LOI, or post-LOI.

And because we run a fresh cut of research and custom recruit on every project, the executives and operating partners we present to you are rarely members of a traditional expert network. That means you are talking to executives your competitors aren’t – giving you the ability to develop proprietary angles and gain an edge not available to other buyers.

If you are looking for a long-term advisor, no problem. We can find you what we call a “River Guide.” These seasoned industry operators can help you evaluate an acquisition target, navigate the deal process, and distinguish your firm with the seller. River Guides can:

Review CIMs/sales materials
Check data, business model, underlying assumptions
Brainstorm value creation strategy
Attend management meetings, building credibility and rapport
Fill an executive of Board of Director position post close
Performe private equity due diligence to create a clear opinion about a future transaction

Our custom, consultative approach is how we deliver precise-fit partnerships. Here’s how we do it.

Scope

After submitting your project via our industry-leading platform, your dedicated Apex Leaders team will meet with you to review the CIM and do a deep dive into the insights you need to gain, investment angles, and length of advisor engagement.

Discover

Using your diligence angles and strategic objectives as the guide, our research team conducts project-specific research and custom recruit executives. Then they thoroughly vet them via a phone call before connecting them with you – ensuring you have the industry expert that meets your exact needs.

Partner

In the portal, review the resumes and vetting call notes. Once you have decided which advisors to engage with, the Apex team facilitates the introduction. After the initial call, we provide ungated access to advisors, so the relationship is yours to nurture and grow, should you choose to, either now or in the future. We work to expand your network, not ours.

Follow-through

Engagement from your dedicated Apex Leaders team doesn’t end after advisor introduction. Our team will follow up to ensure you have gained the insights needed or if a pivot needs to be made based on findings from advisor engagements. If different expertise is now required, our team will iterate to provide the exact-match advisors to navigate the new angle.

“Apex Leaders is excellent across the board. They’ve found us great advisors in a timely manner, and have kept working through issues once we found a primary operator. We always appreciate the team’s thoroughness and persistence on our behalf.” Sam G. Astor
Partner, Atlas Holdings

“Working with Apex Leaders has fundamentally changed how we operate. The people they have working with us are top notch, really outstanding.” Luke Plumpton
Partner, O2 Investments

“Today’s market is so competitive, you’ve got to be more than just smart to win. Working with Apex Leaders gives us the edge on every deal we’re serious about.” Stephen King
Founding Partner, Prairie Capital

Impactful Use Cases