Financial Services
Repositioned a regional bank for a $1.2B exit
- +38%
- EBITDA margin
- 14 mo
- Time to close
- $1.2B
- Enterprise value
Strategy · Operations · Growth
Sharper decisions.
Measurable outcomes.
Apex Consulting Group partners with mid‑market leaders to unlock growth, re‑engineer operations, and execute change that survives the boardroom.
45 minutes · No obligation · Senior partner only
- $2.4B
- Client value created
- 180+
- Engagements delivered
- 94%
- Repeat client rate
- 27
- Industries served
What we do
Four practices. One standard of rigor.
Senior partners on every engagement. No layers, no junior pitch decks — just decisions you can act on Monday morning.
01→
Corporate Strategy
Market entry, M&A advisory, and capital allocation frameworks for boards that need clarity, not slides.
- Growth strategy
- M&A diligence
- Portfolio review
02→
Operations & Performance
Re‑engineer the cost base and unlock margin without sacrificing the customer experience.
- Cost transformation
- Supply chain
- Process redesign
03→
Digital & Technology
Make technology a P&L lever — from cloud economics to AI deployment that actually ships.
- AI strategy
- Cloud & data
- Digital transformation
04→
Organization & Change
Build the operating model, leadership team, and culture required to execute the strategy.
- Operating model
- Leadership
- Change management
Selected work
Outcomes the board cared about.
SaaS · Enterprise
Reset GTM motion and tripled net‑new ARR
- 3.1x
- Net‑new ARR
- −22%
- CAC payback
- 112%
- NRR achieved
Industrials · Logistics
Re‑engineered global supply chain
- $96M
- Annual savings
- −31%
- Lead time
- 9 wk
- To first wave
The partners
Senior operators who've sat in your chair.
Former C‑suite leaders and ex‑MBB partners. The person you meet in the pitch is the person who runs the engagement.
Elena Marsh
Managing Partner
David Okafor
Senior Partner
Priya Ramanathan
Partner
Mathias Boren
Partner
Insights
Field notes from the engagements.
Strategy8 min
The mid‑market M&A playbook for a higher‑rate decade
Why the deals winning today look nothing like the 2021 cohort — and the diligence questions boards keep missing.
May 2026Read →
AI6 min
Past the pilot: deploying AI inside regulated industries
A framework for moving from proof‑of‑concept theater to production systems your risk team will actually sign off on.
Apr 2026Read →
Operations5 min
Cost transformation without breaking the customer
Where to find 12–18 points of margin in a mature operating model without touching the brand promise.
Mar 2026Read →
Free strategy call
45 minutes with a senior partner.
Bring one strategic question. Leave with a sharper frame, two or three concrete moves, and a candid view on what we'd do if it were our company.
- No pitch deck, no junior associate
- Diligence on your actual data room, not a generic teardown
- A written summary of recommendations within 48h
London
22 Old Broad St, EC2N
New York
110 Wall St, NY 10005