
We’re a boutique investment bank and strategic advisory firm founded by entrepreneurs for entrepreneurs. We’ve built, operated, invested in and sold technology businesses and understand the pain points and objectives of business founders.
ABOUT APEX
Apex is not just another mid-market investment bank staffed with financial analysts and corporate finance professionals. We’ve built a team of partners and consultants each with unique skillsets that have founded their own businesses and taken them through to successful exits. And we carry this entrepreneurial spirit over to every engagement treating it like it was our very own company.
We work exclusively in the “orphaned” lower middle market (i.e. companies with $3M to $50M in revenues) with a focus on technology companies particularly in the cleantech and energy spaces.
OUR SERVICES
We bring strategic advice, M & A services and growth capital to start-ups, scale-ups and high growth potential companies.

M&A Services
Buy side, sell side, shareholder carve-outs, valuations.

Corporate Finance
Capital restructurings, turnarounds, financial modelling, raising capital.

Strategic Advisory
Growth/sales strategy, business model, product market fit.