GROWTH CAPITAL • ACQUISITIONS • DIVESTITURES
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Apex helps clients secure the capital they need to expand operations and weather unforeseen challenges. At Apex, we offer expert advice and creative financial solutions to maximize the value of mid-sized companies.


Investment Banking

Our experienced team works hand-in-hand with clients to uncover new opportunities and execute M&A transactions, recapitalizations and management buyouts. Our principals have closed more than one hundred M&A transactions valued in excess of $4 billion.

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Capital Sourcing

Our knowledge of the debt and equity capital markets is extensive. With over one hundred years of collective experience, our senior bankers are poised to deliver sound financing alternatives when you need capital to grow or refinance existing obligations.

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Financial Consulting

Recognizing that every situation is unique, we offer a broad array of financial consulting services to accommodate a variety of needs. In addition to strategic planning and advisory services, we provide valuation expertise, financial modeling and planning support.

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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, FACEP, Principal
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