Private Equity Portfolio Management
Faster? Better? More cost-effective? These primary considerations drive organizational growth and are at the core of challenges faced in private equity portfolio management evaluations.
Apex Leaders identifies industry experts to enhance the internal decision-making processes at portfolio companies. We connect private equity portfolio management teams with experts equipped to evaluate growth opportunities and identify pitfalls facing portfolio companies through a Portfolio Advancement Search. The precise-fit advisors we source will enable portfolio companies to make informed decisions to achieve post-close success.
Portfolio Advancement Advisors
Our services extend to your portfolio companies as part of your partnership with us. We use the same bespoke process to match private equity portfolio management teams with expert advisors that can provide insight on key considerations such as:
- Expanding to new markets
- Examining key performance drivers and roadblocks
- Evaluating new technologies, processes, and methodologies
- Anticipating regulatory shifts and disruption
Calls with these industry experts will fill knowledge gaps a portfolio company is up against and inform investors on value-creation opportunities over the life of the holding period.
Want to become a preferred buyer?
We will find the perfect-fit industry expert to make it happen.
Our Process
Scope
After submitting your project via our portal, the Apex Leaders team will meet with the management team to understand the challenges and the knowledge and insights needing to be gained for the team to develop an effective business strategy.
Discover
With the criteria in hand, our research team gets to work. They conduct custom research and map all relevant talent. Then, using your specifications, they thoroughly and personally interview before presenting them with you – ensuring only the highest caliber advisors specific to the management team’s 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, you own the relationship directly with the advisors, enabling the management team to build a lasting network of trusted advisors that gives them a unique edge.
Follow-through
Our team will follow up to ensure the management team has the knowledge and insights they need or if different expertise is now needed due to findings from advisor calls. If so, our team will iterate to connect the team with an advisor that has the industry expertise the team needs.
Portfolio Management FAQs
For general inquiries, large networks like GLG, AlphaSights, and Guidepoint are common choices. However, for operational value creation, Apex Leaders specializes in long-term relationships. We’re focused on connecting management teams with seasoned operators who can provide the direction and insights your portcos need.
Expert networks connect PE portfolio management teams with specialized operators to solve specific challenges—like selecting a new ERP, entering a foreign market, or navigating supply chain disruptions—without the overhead of a full-time hire.
We’ve published specific examples of how our advisors have helped portcos pivot strategies and accelerate growth. You can read these real-world scenarios on our Portfolio Management Case Studies page.
If you are a retainer client, our core services extend to your portfolio companies at no additional cost.
“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 Partners
“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
“The expert interviews were incredibly valuable. The experts helped define/refine market sizing estimates, provided candid feedback on our portfolio company’s reputation in the market, and shared insightful perspectives about go to market strategies.” Industrial Opportunity Partners LLC
“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
“Apex was great and found the perfect person we needed to talk to immediately.” Shoreline Equity Partners
Impactful Use Cases
Sector Thesis Guides First-Ever Investment in the Drone Sector
Assessing Underperformance in Saw Mills Portfolio
More From Apex Leaders
Investment Thesis
Due Diligence
Board of Directors Recruitment
Stop Losing Deals
Feeling overwhelmed with all the noise from database advisors? You don’t have to. Our team will cut through the noise, so you have total conviction with the right operators at your side.
Schedule a call directly.
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