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A dedicated team of operators, specializing in strategic initiatives and top-tier talent recruitment to drive growth across our portfolio companies.

A partnership built on shared values

Our approach is simple: we listen, we understand, and we act. We're not just investors; we're partners, mentors, and most importantly, facilitators of your vision. We bring the sophistication of a seasoned operational team, offering bespoke solutions that align with your goals. From tactical planning to strategic financial advice, we're here to ensure that the next chapter of your business is even more successful than the last.

Essential Areas That We Focus On To Help You Achieve Repeatability And Scalability

value icon Human Capital Management

Recruit best-in-class talent, professionalize your human capital, and align incentives across every layer of your organization

value icon Go-to-Market Optimization

Increase sales productivity through improved lead generation, development of new sales channels, process improvement, and talent support

value icon Data Analytics & Insights

Break down data silos across your organization, shifting from a reactive state to a proactive approach with scalable tech and data foundations

value icon Strategic M&A

Source, underwrite, and execute accretive acquisitions

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The Apex Team was critical in helping Docuphase build the appropriate operational infrastructure, to not only scale our teams, but to prepare us for both organic and inorganic growth. This ultimately led to a significant outcome that we had not thought was attainable prior to their involvement.

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Dan Gaertner
CEO, Docuphase

LoneTree was founded to partner with management teams of growth companies. Our Apex team provides the talent and operational expertise needed to accelerate revenue and drive upside outcomes.

Together, we can achieve extraordinary results

What is it like working with us?