No one will work harder to help you achieve your goals.
Solutions for the Middle Market
Apex provides innovative, totally customized solutions that add real economic value to your business. By utilizing our real-world experience, expertise, and sophisticated resources, we are able to offer a unique blend of targeted strategies and extraordinary client service. And we focus all that attention and service on one group: the middle market (companies that typically generate less than $250 million in revenue).
We leverage information, infrastructure and technology to bring value added solutions that support a broad range of investment banking, corporate finance and advisory needs.
Aligning Interests to Maximize Success
In order to be successful, it’s imperative that our interests are aligned with those of our clients. And because we treat each client as a unique individual, we offer a high degree of flexibility with our services. We want to provide you with a variety of attractive alternative, so you can choose the one that meets your goals – and your budget. Our engagements are structured smarter, to share the risks and benefits of each relationship in a way that’s fair and beneficial to you.
Senior-Level Attention – For Everyone
Our senior partners personally provide the highest level of professional service to every client – not just the biggest ones. From kickoff to closing we are committed to a personalized, customized and intensely involved approach. By focusing extensively on your engagement, we are poised to give the expert advice and unparalleled objectivity you need. And because we operate an our independent firm, we enjoy broker/dealer affiliations that most of our competitors do not.
Working with You and for You Every Step of the Way
Every engagement we enter into begins with a thorough discovery and analysis period, which helps to provide our clients (and us!) with a fresh perspective that facilitates sound decision making. But we don’t operate in a bubble. We work collaboratively with owners, management teams and stakeholders to determine the most ideal path and discover hidden value in every situation.
Thanks to our core set of values and principles, we make it easy to preserve your integrity and avoid any potential conflicts during the time you’re partnered with us. Integrity, respect, value, and service drive us, and we put your needs and your success first – with no exceptions.
Our team is comprised of experienced professionals who have closed M&A and corporate finance transactions with an aggregate value of more than $4 billion. We rely on sophisticated research, proven strategies and a ‘roll up our sleeves’ approach to drive value through the development and execution of highly customized financial solutions. The firm’s unique blend of talent and experience allows Apex to identify opportunities and deliver services in a way few investment banks can.