Services Across the Investment Lifecycle

Portfolio Advancement Search

Timely decisions for faster growth.

Faster? Better? More cost-effective? All challenges that senior management teams face flow from these primary considerations that drive organizational growth.

Apex Leaders identifies industry experts to enhance the internal decision-making processes at portfolio companies. Through a Portfolio Advancement Search, we connect management teams with experts equipped to evaluate growth opportunities and identify pitfalls facing portfolio companies. Through our advisors support, we empower portfolio companies in making informed decisions, increasing the opportunity for success post-close.

We extend this search service to our clients’ portfolio companies. Calls with these 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.

We deliver

Portfolio Advancement Advisors

Apex Leaders delivers subject matter experts in their respective industries. Management teams have full freedom to engage Portfolio Advancement Advisors on topics related to:
  • Expanding to new markets
  • Examining key performance drivers and roadblocks
  • Evaluating new technologies, processes, and methodologies
  • Developing an exit strategy
  • Anticipating regulatory shifts and disruption

I really appreciated the high level of professionalism experienced throughout this process. Both Apex Leaders and their client were great to work with and fully knowledgeable.

Ron Holt

President and CEO,EFI Global

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

Apex Leaders provides us advisors quickly while holding quality to the highest standard, giving us the best opportunity to go after the right deals.

Thomas Shi

Vice President,Flexpoint Ford

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 on a retainer basis gives us the edge on every deal we’re serious about.

Stephen King

Founding Partner,Prairie Capital

One of our firm-wide mantras is that ‘victory belongs to the perseverant’ and the Apex Leaders team has demonstrated that with aplomb! Thanks so much again.

Jason Perri

Partner,American Industrial Partners

Impactful Use Cases

Market Expansion for Flexible PVC Portfolio Division

View Case Study

Assessing Underperformance in Saw Mills Portfolio

View Case Study