Apex Capital Partners: The Middle Market PE Firm Most Founders Don't Know to Approach

Apex Capital operates in the often-ignored middle market — companies at $10M-$50M EBITDA. If you're building toward PE, understanding their playbook early changes your options.

Key Takeaways

  • •Focus on Industrial, Manufacturing, Business Services
  • •Investment range: $50M-$200M in equity
  • •Based in Houston, Texas
  • •Control-oriented investments
  • •Middle market focus
  • •Industrial specialist expertise

Notable Portfolio Companies

Apex Capital Partners has built a diversified portfolio across industrial and manufacturing sectors:

Company | Sector | Notes
Masonite | Manufacturing | Door manufacturer for residential market
Tenneco | Automotive | Auto parts and suspension systems
FieldCore | Industrial Services | Power generation field services
Nesco | Industrial Services | Specialized industrial services
CPG | Consumer | Consumer packaging solutions
Rubbermaid | Consumer | Consumer products manufacturer

What Apex Capital Partners Looks For

Apex Capital Partners focuses on middle market industrial, specialty manufacturing, renewable energy and business services companies with revenues of $50M-$300M and EBITDA of $5M-$30M. The firm seeks companies with strong competitive positions, proven cash flow generation, and experienced management teams where they can drive growth through operational improvements and strategic guidance.

Pro Tip

Pro Tip Apex Capital Partners looks for companies with revenues between $50M and $300M. If your company is outside this range, they may still be interested if there's strategic fit. Be prepared to discuss operational metrics and growth plans.

How to Connect With Apex Capital Partners

Approaching Apex Capital Partners requires demonstrating your company's market leadership: 1 Demonstrate Market Leadership Show your competitive position in your industry. Apex looks for companies with strong market positions and defensible competitive advantages. 2 Present Strong Financials Be ready with detailed financial information including revenue, EBITDA profitability analysis , margins, and growth rates. Mid-market investors expect robust financials. 3 Show Growth Potential Present clear pathways to growth through market expansion, new products, and acquisitions. 4 Build Industry Relationships Many deals come through industry advisors, investment bankers, or professional networks with relationships at Apex.

  • PE firms like Apex expect detailed financial information: Growth Metrics
  • Revenue growth rates
  • EBITDA [profitability analysis](/blog/outsourced-controller) margins
  • Gross margins
  • Cash flow generation Operational Data
  • EBITDA breakdown
  • Working capital requirements
  • Capital expenditure needs
  • Customer concentration

How Eagle Rock Helps

How Eagle Rock Helps We help companies prepare for PE investment by building detailed financial models, operational dashboards, and investor-ready financials. Our fractional CFO services ensure your company is ready for due diligence.

Pro Tip

Prepare detailed financial projections and operational metrics before initial meetings.

Frequently Asked Questions

What industries does focus on?

Apex Capital Partners focuses on Industrial, Manufacturing, and Business Services. The firm seeks companies with revenues of $50M-$300M and strong competitive positions.

What size companies does acquire?

Apex Capital Partners typically invests $50M-$200M in equity, targeting companies with enterprise values in the middle market range.

What is 's typical investment size?

The firm's equity investments generally range from $50M-$200M, positioning them as active middle market investors.

How long does 's due diligence process take?

Due diligence timelines vary by deal complexity, but typically conducts thorough financial, operational, and market due diligence over several weeks to months.

What should I prepare before engaging with ?

Prepare three years of audited financials, detailed market analysis, management team bios, growth plans, and a clear vision for how the partnership would create value.

How does work with portfolio companies?

takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.

Ready to Connect With Apex Capital Partners?

Prepare your business for private equity investment with expert financial guidance. Our fractional CFO team helps you build the financial infrastructure PE firms expect.

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This article is part of our Private equity firms | Eagle Rock CFO guide.