APEX Financial Group

APEX Financial GroupAPEX Financial GroupAPEX Financial Group

APEX Financial Group

APEX Financial GroupAPEX Financial GroupAPEX Financial Group
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Investment Banking

Welcome to APEX Financial Group, where we help you invest your money wisely. Our experienced team advises clients navigating market cycles and strategic change and developments.

Find out more

Investing with APEX Financial Group for a Secure Future

We lead with ideas and advice to serve our clients' goals

Our distinct industry, market, and strategic insights and peerless execution can help you achieve your most important goals. We tailor each engagement to your precise needs, helping you to navigate strategic opportunities, maximize value through our M&A and corporate advisory practices, and seamlessly reach investors across global capital markets.

We're driven to deliver for our clients

For us, every relationship is personal and high touch, so when you work with us you can count on:

  • Our senior investment bankers working actively on every transaction from start to finish.
  • Differentiated sector expertise.
  • Access to the full resources of our firm, without borders or bureaucracy.
  • Excellence in execution.

Sector Expertise

Experience the APEX Financial Group Advantage

APEX sector expertise is both broad and deep, providing differentiated advisory and execution across a range of sectors and subsectors. Our investment bankers possess a holistic view of the market, deep relationships with the key companies, leaders and investors in their respective sectors, and connectivity with local clients and cultures.

Join Our Community

Join the APEX Financial Group community today and start investing with confidence. Our platform makes it easy to manage your investments and stay up-to-date on market trends, and our team of advisors is always available to answer your questions and provide guidance. Sign up now and see the APEX Financial Group advantage for yourself.

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Consumer

Energy & Power

Energy & Power

We advise companies in the consumer staples, consumer discretionary and retail industries on raising debt and equity, completing mergers and acquisitions, and restructuring deals.


  • Apparel retailing
  • Automotive aftermarket
  • Beauty & personal care products
  • Consumer products
  • Food and beverage products
  • Hardlines retailing
  • Health, nutrition and wellness products
  • Luxury goods
  • Omnicommerce
  • Restaurants & food service
  • Grocery retail

Energy & Power

Energy & Power

Energy & Power

We advise companies that search for, produce, store, transport, refine, and market energy on raising debt and equity and completing mergers and acquisitions.


  • Energy transition
  • Oil & Gas downstream
  • Oil & Gas exploration
  • Oil & Gas midstream
  • Oil field services
  • Power & Renewables
  • Utilities

Healthcare

Energy & Power

Technology, Media & Telecom (TMT)

We advise companies in the biotech,

pharmaceutical, medical device, healthcare service/facility, and healthcare IT sectors on mergers and acquisitions and debt and equity capital issuances.


  • Acute and behavioral healthcare
  • Biotechnology
  • Generic pharmaceuticals
  • Healthcare information technology
  • Large-cap pharmaceuticals
  • Life Sciences tools and services
  • Managed care & Payor services
  • Medical & Dental products
  • Medical devices
  • Medical technology
  • Pharmaceutical services
  • Post-acute care services
  • Retail healthcare
  • Specialty pharmaceuticals
  • Veterinary healthcare

Technology, Media & Telecom (TMT)

Real Estate, Gaming & Lodging (REGAL)

Technology, Media & Telecom (TMT)

We cover and advise companies in the following areas on mergers and acquisitions and debt and equity capital issuances.


  • AdTech
  • Communications hardware
  • Consumer digital platform & subscriptions
  • Cybersecurity
  • Data centers
  • Digital & diversified media
  • eCommerce
  • EdTech
  • Entertainment media
  • Fintech
  • Governance, reg & compliance software
  • Horizontal application software
  • Human capital management software
  • Infrastructure software
  • Internet marketplaces
  • Mobility
  • Online games
  • Vertical software
  • Payments & processing
  • Proptech
  • Publishing & broadcasting
  • Semiconductors & electronics
  • Small business software
  • Sports media
  • Technology services
  • Telecom services

Industrials

Real Estate, Gaming & Lodging (REGAL)

Real Estate, Gaming & Lodging (REGAL)

We advise companies that make machinery and large physical products, transport those products, or service those products on mergers and acquisitions and debt and equity capital issuances.


  • Agriculture
  • Automotive supply
  • Automotive aftermarket
  • Aviation
  • Aerospace & Defense
  • Building & Construction materials
  • Business services
  • Capital goods
  • Chemicals
  • Distribution services
  • Industrial distribution
  • Industrial services
  • Industrial technology
  • Logistics & Transportation
  • Maritime
  • Metals
  • Mining
  • Paper & Packaging

Real Estate, Gaming & Lodging (REGAL)

Real Estate, Gaming & Lodging (REGAL)

Real Estate, Gaming & Lodging (REGAL)

We advise a broad spectrum of companies, including those in sectors such as residential, office, industrial, retail, storage, casino operators, leisure and lodging on mergers and acquisitions and debt and equity capital issuances.


  • Data centers
  • Gaming operators, online gaming, tribal gaming
  • Industrial
  • Lodging and leisure
  • Lottery services and gaming equipment manufacturers
  • Net lease
  • Office
  • Real estate owners
  • Land developers
  • Service providers
  • Real estate private equity funds
  • Residential: multifamily and single family
  • Retail
  • Self storage

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