Sector Thesis Search

Narrow your focus and challenge your assumptions.

Investors’ long term success will be influenced by the speed at which you can execute an acquisition target and your ability to reach a new generation of sellers.

The faster you become more knowledgeable about your investment theses, the more effective you will be at positioning yourself as an informed buyer across your priority sectors.

Apex Leaders offers investors a disciplined approach to vet and re?ne broad industry theses. Through a Sector Thesis Search, we connect investors with industry subject matter experts who help evaluate a speci?c aspect of an industry sector.

A Sector Thesis Search gives investors the ability to either quash a thesis or create a focused investment plan in a matter of weeks, versus months. Our process empowers investment teams to:

Accelerate internal learning curves and zero in on the most compelling sub-sectors
Develop an information advantage in future transactions
Formulate a compelling understanding of the industry and develop an investment vision that aligns with reality and opportunity
Committed to your success, Apex Leaders continues vetting and presenting executives until you select the best fit.

What you can expect

Sector Thesis Advisors

Apex Leaders will introduce investors to fully-vetted industry experts who will provide assessments of the industry, insights to your questions, and perspectives on your hypothesis. They will share their thoughts related to:
  • Industry trends
  • Competitive landscape
  • Distribution models
  • Regulatory issues
  • Legislative impact

River Guides

We initiate partnerships with active and informed former industry operators who will give you conviction on your investments. They help you evaluate an acquisition target, navigate the deal process, and distinguish your firm with the seller.
  • 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

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 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 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 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 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

Impactful Use Cases

Sector Thesis Guides First-Ever Investment in the Drone Sector

Sector Thesis Guides First-Ever Investment in the Drone Sector

Sector Thesis Guides First-Ever Investment in the Drone Sector