Proven experience for private equity portfolio companies that leads to strong exit values
Since our founding in 2003, we’ve had the privilege of working with over 200 companies, spanning a wide range of industry verticals, go-to-market models and operational/delivery methods. We’ve supported owner-founder, first-time private equity and experienced institutionally funded management teams and their boards by developing comprehensive strategic plans.
Our approach to strategic planning focuses on value creation, defining exit valuation objectives and timeline, and then creating a comprehensive strategic plan. These specific valuations and end points give our work clarity, accountability and a sense of urgency.
Learn more about our planning approach>
Value Creation
A proven methodology for top-
and bottom-line growth
Eddie Binder, Apex Growth Strategies
Principal, talks about the planning process
and results you can expect.
Recently Completed Engagements & News
Ice House America, automated vended ice and water solutions to multiple customer segments [Consumer Services, B2B] Board-approved strategic plan.
Portfolio company of Fort Point Capital
June 2024
Visu-Sewer, critical wastewater infrastructure services, specializing in trenchless pipeline rehabilitation, maintenance and repair [Industrial, B2B] Board-approved strategic plan.
Portfolio company of Fort Point Capital
June 2024
Plaid Enterprises, developer, manufacturer and marketer of creative do-it-yourself crafts products to multiple channels [Consumer Products, B2B2C] Board-approved strategic plan framework.
Portfolio company of DKM Holdings
May 2024
Yandell, integrated temperature-controlled warehouse, transportation, logistics and value-added services to the wine, food and beverage industries [Business Services, B2B] Board-approved strategic plan.
Portfolio company of Fort Point Capital
March 2024
Clinic Concierge, in-home concierge medicine, pediatric and adult urgent care, routine primary care, IV hydration, and cosmetic med spa procedures [Consumer Services, B2C] Board-approved strategic plan.
Portfolio company of Skylark Private Equity Partners
February 2024
Cost Segregation Authority, cost segregation studies for real estate investors [Business & Financial Services, B2B] Board-approved update to original strategic plan.
Portfolio company of Skylark Private Equity Partners
January 2024
ActiGraph, physical activity and sleep monitoring sensors, software and data management solutions for clinical trials and research [Healthcare Products & Services, B2B] Board-approved update to original strategic plan.
Portfolio company of ArchiMed
December 2023
VayKLife, tech-enabled marketing platform that provides technology-driven logistics, fulfillment and customer retention services for vacation rental management customers [Marketing Services, B2B] Board-approved strategic plan.
Portfolio company of Fort Point Capital
November 2023
Level Data, real-time data validation, cleansing, reporting and analytics software tools to the U.S. K-12 market [Technology, B2B] Board-approved strategic plan.
Portfolio company of BV Investment Partners
July 2023
Tax Advisors Group, business tax consulting services, specializing in Business Personal Property tax filings [Business & Financial Services, B2B] Board-approved strategic plan.
Portfolio company of Skylark Private Equity Partners
June 2023
Syner-G BioPharma Group, CMC technical, regulatory and compliance solutions and services [Healthcare Products & Services, B2B] Board-approved strategic plan.
Portfolio company of Riverside Partners
May 2023
Health-Ade, organic, high-quality fermented kombucha tea, cocktail mixers and healthy sodas [Consumer Products, B2C] Board-approved strategic plan.
Manna Tree Partners
February 2023
New Primal, clean-ingredient meat snacks, seasonings, dressings, and condiments [Consumer Products, B2C] Board-approved strategic plan.
Portfolio company of Manna Tree Partners
March 2023
Deerfield Agency, tech-enabled marketing, integrated communications and sales enablement services [Business Services, B2B] Board-approved go-to-market integration strategy.
Portfolio company of Edgewater Funds
February 2023
ACG Boston, featured speaker with Mike Strachan, CEO of 3Phase Elevator Corporation, at the DealFest Value Creation Forum
June 2022
Verde Farms, provider of 100% organic, grass-fed beef [Consumer Products, B2B2C]. Board-approved strategic plan.
Portfolio company of Manna Tree Partners
April 2022
Key Impact Sales & Systems, Independent foodservice, packaging and supplies, sales and marketing agency [Business Services, B2B]. Board-approved strategic plan update.
Portfolio company of Prospect Hill Growth Partners
April 2022
Kari-Out, leading manufacturer and distributor of packaging and food ingredients [Industrial, B2B]. Board-approved strategic plan.
Privately owned company
February 2022
ActiGraph, leading provider of medical-grade wearable technology solutions, [Health Sciences, B2B]. Board-approved strategic plan.
Portfolio company of ArchiMed
January 2022
Claridge, manufacturer of writing surfaces and related products for businesses and schools [Business Products, B2B]. Board-approved strategic plan framework.
Portfolio company of Skylark Private Equity Partners
July 2021
Momentum, supplier of sustainable contract textiles [Specialty Manufacturing & Distribution, B2B]. Board-approved strategic plan.
Portfolio company of The Riverside Company
July 2021
Talent, Inc., tech-enabled career services solutions provider, [Business Services, B2B & B2C]. Board-approved strategic plan.
Portfolio company of BV Investment Partners
April 2021
Modern Hire, provider of SaaS-based online pre-employment assessments [Software, B2B]. Board-approved strategic plan.
Portfolio company of The Riverside Company
March 2021
KeyImpact Sales & Systems — Independent foodservice and packaging and supplies, sales and marketing agency [Business Services, B2B]. Board-approved strategic plan.
Portfolio company of Prospect Hill Growth Partners
March 2021
Boll & Branch — Leading designer and DTC marketer of fair-trade organic cotton home goods [Consumer Products, B2C]. Board-approved strategic plan.
Portfolio company of L Catterton
February 2021
Gerard Daniel Worldwide — Leading manufacturer and distributor of wire mesh and related wire products [Industrial, B2B]. Board-approved strategic plan framework.
Portfolio company of Graycliff Partners
February 2021
Street Smart — Rents and sells specialized traffic safety equipment, providing service and technology for intelligent work zones [Business Services, B2B]. Board-approved strategic plan framework.
Portfolio company of Carlson Private Capital Partners
February 2021
LMG Holdings — Leading provider of ignition interlock devices [Specialty Manufacturing & Distribution, B2B/B2C]. Board-approved strategic plan.
Portfolio company of The Riverside Company
February 2021
Stat PADS — Full-service AED program management and safety company [Business Services, B2B]. Board-approved strategic plan framework.
Portfolio company Uinta Capital (search fund)
January 2021
InVita Healthcare Technologies — Provider of software solutions for blood collection centers, plasma donation center, and hospitals [Software, B2B]. Board-approved strategic plan.
Portfolio company of The Riverside Company
December 2020
Cardinal — Manufacturer and distributor of glass and metal products [Building Products, B2B]. Board-approved strategic plan.
Portfolio company of The Riverside Company
September 2020
DPIS Builder Services — Multi-regional provider of outsourced engineering, inspection, energy efficiency and quality assurance services to single-family homebuilders [Building Services, B2B]. Board-approved strategic plan.
Portfolio company of Saw Mill Capital
June 2020
InVita Healthcare Technologies — Provider of software solutions for blood collection centers, plasma donation centers, and hospitals [Software, B2B]. Product portfolio review, analysis and recommendations.
Portfolio company of The Riverside Company
June 2020
MDC Interior Solutions — National provider of vertical interior surfaces, including specialty and digitally printed wallcoverings [Building Products, B2B]. Board-approved strategic plan.
Portfolio company of Shoreview Industries
March 2020
SweetenersPlus — Manufacturer and distributor of liquid and dry sweeteners for the food and beverage industry [Industrial, B2B]. Board-approved strategic plan framework.
Portfolio company of Graycliff Partners
January 2020
Thermal Process Holdings — Provider of heat-treating services [Industrial, B2B]. Board-approved add-on acquisition strategy.
Portfolio company of Calvert Street Capital Partners
December 2019
Testimonials and Endorsements
Looking back, the day we started working with Eddie was a tipping point for our Company. He was the right strategic partner at the right time, helping us streamline our thought and work process to create a clear, but focused, long-range strategic plan. In many ways, Eddie's support, not just for me as a CEO but our entire executive team, has been instrumental in our evolution from 'scrappy startup' to a highly focused growth Company. Inside of a year since our initial engagement, our whole team feels a strong sense of directed purpose, the results have been meaningfully positive, and an ambitious long-range plan feels more achievable than ever.”
Scott Tannen — Founder & CEO
Current Portfolio Company of L Catterton
As a relatively new CEO to our business in the midst of an industry-challenging pandemic, it was especially important to me to find the right person to help me develop our go-forward strategic plan. There is no question that Eddie Binder was the right person. He jumped right in and learned a great deal about our business. He listened, but also was able to challenge long-standing norms within the company and the industry, in general. This approach was both productive and refreshing. In many ways, Eddie routinely went above and beyond the call of duty. We actually asked Eddie to interface with our internal team, our Board of Directors, and even some select clients. Those interactions were instrumental in the final outcome, which was a comprehensive 3-year strategic plan that is a bit of stretch, but also easy to understand and implement. I view Eddie as a trusted partner in this process and, as such, am quite bullish on the near and long-term strategic direction of the organization.”
Neil Johnson — CEO
Current Portfolio Company of Prospect Hill Growth Partners
Sweeteners Plus was a successful business run by a founder-owner when purchased by private equity and had a management team that reflected its past priorities and practices. We needed to build a strategy relevant to creating value as defined by our new investors. This program would only be successful if the management team understood the factors that create value, agreed with the strategy and bought into their role and responsibilities in executing the plan. Eddie led us through a straightforward and efficient process that brought all management team members along and allowed us to define a new strategy and a plan for its execution – with little of the pain that can come from such a transformational change of direction. I’m pleased to report that 18 months later the plan is well underway, and we’re exceeding the goals that we set during the strategic planning process. Thanks, Eddie.”
Jonathan Bamberger —
Executive Chair
Today operates under Ingredients Plus Realized successful exit in April 2024
Seller: Graycliff Partners