Technology Private Equity Expertise

As a Client Services Manager, Garret works with our clients to provide industry expert advisors to help with their project needs. He maintains relationships with both clients and advisors to ensure a positive experience on both sides.

Prior to Apex Leaders, Garret was in the food and beverage industry — first focusing on account management for restaurants, hotels, schools, etc. He later transitioned to the software side of the industry, helping customers adopt the platform and be successful in gaining the information they were searching for.

Garret holds a BS in Economics and a BS in Marketing from University of Idaho.

As a Client Services Manager, Stephanie connects our clients with industry experts to help them navigate specific issues that may affect their investment decisions. She partners closely with our research team to strategically source and vet advisors, ensuring the very best are presented to our clients.

Prior to joining Apex Leaders, Stephanie was a Sales Executive for a hop pelletizing facility. In that role, Stephanie connected with breweries nationwide to provide the highest quality raw materials necessary to brew the highest quality beer.

Stephanie holds a Bachelor of Science in Social Sciences from Boise State University.

As a Research Associate, Alisa connects private equity clients with the most relevant industry experts. She plays a crucial role in ensuring clients receive the bespoke advice they need to make sound investment decisions.

Prior to joining Apex, Alisa was a Lead Project Manager at Rebel. In this role, she specialized in information gathering, data organization, and synthesizing complex details to provide key insights for strategic initiatives.

Alisa holds a B.S. in Speech Pathology and Audiology from the University of Texas at Dallas. She has also earned a Google Project Management Certificate and a Qualtrics Platform Essentials Certificate.

As a Research Associate at Apex Leaders, Rebecca identifies and connects industry experts with private equity clients to provide the critical insights necessary for confident investment decisions. She is deeply passionate about building meaningful relationships and takes pride in her ability to bridge the gap between the right experts and the right opportunities.

Prior to joining Apex, Rebecca served as a Customer Success Manager at Impel AI, where she helped automotive shops adopt AI-driven solutions to enhance customer engagement and revenue outcomes. She also spent eight years as an Assistant Store Manager at Target Corporation. In this role, she led large teams and oversaw critical recruiting, hiring, and talent development processes while driving operational excellence in high-volume retail environments.

Rebecca holds a B.A. in Communication Studies with a focus on Speech and Rhetoric from the University of Nevada, Las Vegas, as well as an A.S. in Dairy Science from Modesto Junior College.