In an industrial industry where loyalty runs deep with suppliers, our client's portfolio company saw sales plateauing in their vinyl solutions division. The sales team needed the expertise and guidance to find new applications for their product, and a way to identify potential customers in unsaturated markets.
They turned to us for expert input on market potential and direction for their division sales team.
Our private equity client was in the IOI phase of an investment in a rapidly growing software company providing marketing workflow collaboration to high-end brands. The software allows multiple stakeholders in the advertising creation process (models/celebrity spokespeople, the advertiser, photographers/directors and ad-agency representatives) to provide real-time feedback on various artistic considerations.
American Industrial Partners (AIP) was weighing the acquisition of Moly-Cop, a division of Australia-based steelmaker Arrium. Moly-Cop produces steel balls to grind ore and has been recognized as the largest supplier of grinding media globally. The sale was a major step in Arrium’s asset
Chicago-based private equity firm Pfingsten Partners wanted to make their first-ever investment in drones, a rapidly changing technology with constantly evolving regulations and uses.
Pfingsten wanted to focus on drone racing. But, they didn’t yet have a firm grasp on this niche part of the drone market; and so, they turned to Apex Leaders for an industry evaluation.
In spite of a growing housing market, a private equity-owned saw manufacturer in the U.S. Pacific Northwest was floundering under direction of a new executive team. The cause of the disconnect was unclear, although some attributed the cause to dwindling production at mills they supplied and possible regulatory slowdowns due between the U.S. and Canada.
The insights we gathered would inform their decision to make leadership changes, consolidate...
Gone are the days of seasonal clothing lines. Instead, clothing
Private equity firm PNC Riverarch Capital ("PNC") was considering acquiring TSS Inc., a leading manufacturer of car wash signs, in a proprietary deal. The company’s numbers looked good, and TSS held a strong market position in an attractive niche industry. PNC needed to speak to experts in the space to help them better understand the role signage plays in the car wash business, the nature of the competitive space and industry trends.
TSS is one of few car wash sign companies in the U.S. Given the unique deal circumstances, Apex Leaders respected the sensitive nature of the outreach and vetting, ensuring that advisors weren't tipped off on the target company, especially in early stages of the deal.
Our client was interested in pursuing an investment in the lender placed insurance market. Recent regulations had been established, but many industry experts believed that they had not gone far enough. In order to move forward with the transaction, our client needed to understand the regulatory environment (current and future) in addition to the competitive landscape.
CI Capital Partners (CICP), a New York-based private equity firm, wanted to invest in the multi-dermatology industry. They had invested in the physical therapy space and wanted to recreate that success. CICP noticed that the dermatology industry was heavily fragmented and saw an opportunity to buy small, consolidate and build. They didn’t have a target company in mind but wanted to move forward with a sector thesis sprint so they could test an...
Prairie Capital, a Chicago-based firm, was considering an investment in BOTE, a rapidly growing company that produces paddleboards. The company was in its early stages, yet the future looked bright with stand-up paddleboarding one of the fastest growing outdoor sports in the U.S. BOTE was interested in turning its paddleboard product into a lifestyle brand. Prairie wanted to show BOTE it could provide access to senior leadership from top lifestyle brands, and also needed help with its due diligence.
San Francisco-based Gryphon Investors came to Apex Leaders last year with a quandary. They had to decide whether a deal in the waste management space was worth going after, but they had very little to go on. They knew an asset was coming, but didn’t have a CIM. They also wanted to secure an operating partner before they’d pursue any deal. They needed expert insight to guide them very early on in the process.
Our private equity client held an early-stage investment in a cardiovascular medical device company. They had a promising new product and wanted a new board member to help them navigate the byzantine FDA and CE regulatory processes as quickly as possible. With approval, they hoped to exit through a liquidity event.