GROWTH CAPITAL • ACQUISITIONS • DIVESTITURES

Transactions

Apex continues to deliver superior results for clients seeking liquidity or growth capital.

Focused on the Middle Market

At Apex, we have significant experience within a variety of industries; building relationships and leveraging the breadth of our collective experience to help mid-sized companies succeed. Through independent research and a proprietary network of capital sources that invest specifically in the middle market, we bring value added solutions to entrepreneurs, shareholders and other stakeholders.

Specific areas of focus include:

  • Business Services
  • Energy & Infrastructure
  • Food & Beverage
  • Healthcare Services
  • Manufacturing & Distribution

Select Transactions

HMG
has been recapitalized by

waud

apex

kach-newton

has been acquired by

merrill-stevens

apex

tops

has been acquired by

strategic-holdings

apex

masters
has been acquired by

group-mac

apex

soteria

has been recapitalized by

carousel-capital

apex

aspen-man

has been recapitalized by

plummerin

apex

midtown-imaging

has been acquired by

palm-beach

apex

ashburn
has secured senior debt financing from

bbva

apex

national-network
has been acquired by

Management

apex

mustang-cat
has completed a partnership redemption

tractor

apex

piper-precision
has secured senior debt financing from

patriot-bank

apex

quantum

$71,000,000
Asset Backed
 Credit Facility

apex

church-services

has been recapitalized by

pine-tree

apex

LDI-Mechanical

has been acquired by

Management

apex

national-pet-scan

has received a minority investment from

peachtree

apex

health-imaging

has been acquired by

ancillary

apex

w

has been acquired by

mhc

apex

davie-auto

has been acquired by

o-reilly

apex

kanes
has been sold to a group of private investors led by

The Waters Group

apex

maximus-coffee

Financial Advisory Services

apex

swift
has received a minority investment from

Buy-Side Advisory Services

apex

thread

has secured senior debt financing from

bbva

apex

weld-fit

has secured senior debt financing from

bbva

apex

fulcrum

has been acquired by

just-energy

apex


Testimonials

I was impressed with their creativity and attention to detail. The breadth of their experience was essential in helping us overcome obstacles and achieve our goals. They ran a competitive process and helped us negotiate terms that exceeded our expectations.
David Packo, MD President
I am very pleased with outcome of the process. There is no doubt that Apex was truly a committed partner. Apex made sure we were prepared every step of the way, anticipating the questions and helping us find the right financial partner. They understood the opportunity and, in the end, the transaction was a win-win for all parties involved.
David Piccione, CEO, Aspen Manufacturing
We know we couldn’t have done it without them. Apex did an outstanding job maximizing the value on our behalf and they made sure the deal closed timely and efficiently.  They provided excellent advice from inception through close.
Chris Church, CEO, Church Services
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