What is Apex Group?
Apex Group distinguishes itself as a single-source solution provider within the financial services industry. The company offers an extensive suite of services, including fund services, digital onboarding and bank accounts, depositary, custody, and super ManCo services. Furthermore, Apex provides essential business services such as HR and Payroll, alongside a pioneering ESG Ratings and Advisory service tailored for private companies. This broad spectrum of capabilities positions Apex Group as a versatile partner for a diverse clientele seeking integrated financial and operational support.
How much funding has Apex Group raised?
Apex Group has raised a total of $1.2B across 3 funding rounds:
Private Equity
$30M
Debt
$40M
Unspecified
$1.1B
Private Equity (2011): $30M with participation from FTV Capital
Debt (2016): $40M, investors not publicly disclosed
Unspecified (2024): $1.1B supported by Carlyle and Goldman Sachs
Key Investors in Apex Group
Carlyle
The Carlyle Group is a global investment firm specializing in private equity with operations across North America, Europe, Asia, Australia, the Middle East, Africa, and Latin America. Founded in 1987, the company manages numerous funds focused on four primary investment disciplines: buyouts, venture and growth capital, real estate, and leveraged finance. Carlyle maintains a worldwide presence with offices in multiple countries, enabling the firm to identify and pursue diverse investment opportunities across various markets and sectors. The company's investment strategy combines international perspective with regional expertise to create value for its portfolio.
Goldman Sachs
Goldman Sachs is a leading global investment banking, securities, and investment management firm. It provides a wide range of financial services to corporations, governments, and institutional and individual clients, including mergers and acquisitions advisory, underwriting, asset management, securities trading, and wealth management. Known for its influential role in global capital markets, Goldman Sachs also engages in risk management, financing, and strategic advisory services worldwide.
FTV Capital
FTV Capital is a growth equity firm that invests in leading companies in the business services, financial services, and technology sectors. The firm partners with founders and management teams to accelerate growth and build market-leading businesses.
What's next for Apex Group?
The recent major strategic investment in Apex Group signals a phase of accelerated growth and potential market consolidation. With substantial enterprise-level funding, the company is poised to enhance its service offerings, expand its global footprint, and potentially pursue strategic acquisitions. Apex Group's focus on evolving its capabilities to meet the dynamic needs of asset managers and private clients suggests a forward-looking strategy aimed at solidifying its market leadership and driving innovation in financial services.
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