AREA OF EXPERTISE

PRIVATE EQUITY - OUR APPROACH & STRATEGY

The alternative asset management business of Apex Alliance consists of Private Equity, fixed income and alternative investments. We seek to offer medium to long-term investments with risk-adjusted returns.

Apex Alliance' strategy is to utilize our transaction and operating experience to improve the long-term growth and profitability of our portfolio companies. We seek proprietary opportunities that take advantage of our region's strong, emerging market economic and demographic growth prospects and where our transaction expertise makes us a differentiated, value-added partner. We believe that making companies strategically stronger enhances their value and is the key to consistently generating superior investment returns. This value proposition - built on the concept of partnership ­ is appealing to owners/founders, entrepreneurs, family businesses, management teams, and corporate partners who believe in our ability to help them realize substantial value creation.
As a result, our partners often retain meaningful ownership interests to continue their participation in our mutual success.

OUR INVESTMENT CRITERIA
Apex Alliance focuses primarily on significant strategic or controlling equity investments in market-leading companies with superior growth prospects, investing where opportunities to enhance returns and minimize risk can be matched with the collective investment experience of the firm's principals.

INVESTMENT APPROACH
Apex Alliance employs a highly disciplined, oriented and value-added investment approach grounded in thorough due diligence. We draw upon our transaction and financing experience as we attempt to balance a sharp focus on capital preservation with the delivery of attractive returns.
Apex Alliance targets multiple industries that we believe offer the best private investment opportunities, driven by a high growth profile, global competitiveness and multiple barriers to entry, talented management teams, and the potential for transformational change. Our unique access to proprietary deal flow is further enhanced by a network of prominent shareholders and a blue-chip collection of world-class, international, institutional limited partners.
Operational improvement is the key to much of the value we create and we have a dedicated to help maximize performance. Apex Alliance is a patient investor to produce capital gains and attractive multiples of capital, in addition to strong internal rates of return.

INVESTMENT CRITERIA
Apex Alliance focuses primarily on significant strategic or controlling equity investments in market-leading companies with superior growth prospects, investing where opportunities to enhance returns and minimize risk can be matched with the collective investment experience of the firm's principals. We attempt to create a portfolio that is diversified by transaction type and industry, across multiple markets. We have a deep pool of resources to invest, along with a global network of strategic relationships, that position us to act quickly on opportunities that we are convinced will benefit our investors.

OPERATIONAL IMPROVEMENT
Apex Alliance works closely with our partners to create businesses of lasting and significant value. We actively invest in our portfolio companies to accelerate their growth and enable them to achieve their strategic objectives. In doing so, Apex Alliance emphasizes the operational health and flexibility of our partner companies, encouraging the use of only modest financial leverage (if any) so that our companies' debt obligations do not impede the realization of their growth plans. Instead of relying on financial engineering to achieve out-sized returns, we assist our partners in identifying, developing, and delivering specific value-creating initiatives in areas such as sales and marketing, manufacturing, quality, distribution, human resources, and financial planning and control. Apex Alliance also provides our portfolio companies with transaction support, including mergers, acquisitions, divestitures, and capital raising (debt or equity). These efforts continue to help drive revenue growth (organically and via acquisition), profit expansion, and expense controls across our portfolio.