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:

  • Residential & Commercial Services
  • Industrial Services
  • Energy & Infrastructure
  • Food & Beverage
  • Healthcare Services
  • Manufacturing & Distribution
  • Transportation

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


has been acquired by

apex

$40,000,000
Asset Backed
Credit Facility


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

Testimonials are no guarantee of future success.

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