Services Across the Investment Lifecycle

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 refine broad industry theses. Through a Sector Thesis Search, we connect investors with industry subject matter experts who help evaluate a specific 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:

internal learning curves and zero in on the most compelling sub-sectors
an information advantage in future transactions
a compelling understanding of the industry and develop an investment vision that aligns with reality and opportunity

We deliver

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

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

Sector Thesis Guides First-Ever Investment in the Drone Sector

View Case Study

Testing an Investment Hypothesis in Dermatology

View Case Study