Investment Thesis
Narrow your focus and challenge your assumptions with investment thesis expertise.
The PE market is quickly evolving, and firms can no longer afford just to be financial partners. To stand out, investors need to demonstrate that they have a thorough understanding of the competitive landscape and industry nuances and clearly articulate a vision for management and growth. They need an investment thesis that drives decisive decision-making.
Specializing in a specific sector and aligning yourself with the right industry executives and operators can give your firm a competitive edge and position you as the preferred buyer.
By partnering with Apex Leaders on investment thesis projects, we guide you through the process and deliver the industry luminaries you need to intertwine yourself with to develop an advantage on deal price, position, and exclusivity.
Here’s how it works:
Scope
After submitting a summary of your investment thesis via our client portal, your dedicated Apex team will meet with you to do a deep dive into your investment thesis. Our team takes a consultative partner approach and will ask the right questions to bring to light the knowledge and insights that need to be gained for you confidently advance your thesis or pursue other ideas.
Discover
With the knowledge needs in hand, our research team gets to work. They will run a fresh cut of research, custom recruit, and interview to ensure the advisor can provide unique insights into the industry, trends, and key players.
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 introduction, we provide ungated access to advisors, enabling you to grow the relationship. By partnering with the expert advisors, we sourced, you can expand your connections through their network.
Follow-through
Engagement from your dedicated Apex Leaders team doesn’t end after advisor introduction. We follow up to ensure you have gained the insights needed to quash or further your investment thesis confidently, or if based on the insights gained, the direction has shifted. If there is a pivot and new expertise is required, our team will iterate to provide the exact-match advisors to navigate the new direction.
“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
Sector Thesis Guides First-Ever Investment in the Drone Sector
Testing an Investment Hypothesis in Dermatology
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Become a Preferred Buyer
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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