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.


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.    


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.


“Apex gave us tangible, practical advice to help our business get to the next level and raise the capital we needed to grow.  They are very hands on and don’t just act like consultants but integrate themselves as a key part of our management team and focus on immediate actionable results.”

Peyvand Melati, CEO/Qeatech Inc.   

“They gave us objective un-biased advice on our corporate finance strategy as we moved into Canada to launch the next phase of our growth plan.  It was refreshing to have someone roll up their sleeves and gain a deep understanding of our business with a view to optimizing shareholder value.”

Mark Mitchell, President/USNC-Power