Investment Focus & Thesis

Apex Capital Partners focuses on middle market companies across several key sectors. Their investment thesis centers on partnering with management teams: Investment Range Equity investments typically ranging from $25 million to $75 million in companies with EBITDA of $5 million to $30 million. Target Companies Companies with revenues between $50 million and $300 million and EBITDA between $5 million and $30 million. Industrial manufacturing — Specialty manufacturing and industrial production companies Manufacturing services — Contract manufacturing and outsourced manufacturing services Business services — Recurring revenue business services companies Renewable energy — Clean energy and sustainability-focused companies Technology — Technology and software companies with strong market positions

Notable Portfolio Companies

Apex Capital Partners has built a diversified portfolio across industrial and manufacturing sectors: Company Sector Notes Masonite Manufacturing Door manufacturer Tenneco Automotive Manufacturing Auto parts manufacturer Rubbermaid Consumer Manufacturing Consumer products manufacturer CPG Packaging Consumer packaging solutions FieldCore Industrial Services Industrial field services Nesco Industrial Services Specialized industrial services Apex Capital Partners continues to actively pursue middle market opportunities across their target sectors, with a focus on companies with strong management teams and clear growth potential.

What Apex Capital Partners Looks For

Based on their investment patterns, Apex Capital Partners evaluates opportunities based on: Market position — Strong competitive positions in growing markets Management teams — Experienced operators with proven track records Operational excellence — Demonstrated operational capabilities and efficiency Growth potential — Clear pathways to growth through organic expansion and acquisitions Recurring revenue — Business models with predictable revenue characteristics }> 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, 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.

The Value of Financial Preparedness

PE firms like Apex expect detailed financial information: Growth Metrics • Revenue growth rates • EBITDA margins • Gross margins • Cash flow generation Operational Data • EBITDA breakdown • Working capital requirements • Capital expenditure needs • Customer concentration }> 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.

Frequently Asked Questions