CASE STUDIES

Insights on how clients engage and win with BluWave

HR Carveout Assistance for Lower-Middle Market PE Firm

Service Area: HR Carveout Client Type: Lower-Middle Market PE Firm Service Provider Type: Specialized HR Firm Industry: Financial Consulting “She was very flexible with the mandate given the carveout nature of the opportunity, and she stepped up to do more when asked. The service provider is very responsive – she always makes time to discuss […]

PE Firms
Human Capital
Value Creation
GTM strategist

Accounting Specialist in a Hurry for a PortCo

Service Area: Accounting Services: Commercial Diligence Client Type: Large Cap PE Firm Service Provider Type: Accounting Specialist Firm Industry: Financial Consulting “The service provider is fantastic. They are extremely knowledgeable about the space and were willing and able to answer our questions throughout. Responsive, thoughtful, thorough. I would absolutely work with them again.” -PE Firm […]

PE Firms
Finance
Due Diligence
food manufacturing, digital marketing expert

Supply Chain Diligence Helps Food Company Identify Synergies, Cost Savings

Service Area: Operations Diligence Client Type: Portfolio Company Service Provider Type: Operations Consulting Firm Industry: Food and Beverage

PE Firms
Operations
Value Creation

Offshoring Experts Sought To Save Time, Lower Portco’s Operation Costs

Service Area: Offshoring Client Type: Lower-Middle Market Private Equity Firm Service Provider Type: Business Process Outsourcing – Offshoring Industry: Human Capital

PE Firms
Human Capital
Value Creation
September client roundup

List-Build Expert Needed To Grow Portco Contacts

Service Area: List Builds Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Business Process Outsourcing Firm Industry: Life Sciences & Pharmaceuticals

PE Firms
Operations
Value Creation

Interim CEO for Manufacturing Company Seeking Permanent Replacement

Service Area: Interim CEO Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Interim Executive with Manufacturing Expertise Industry: Manufacturing – Glass

PE Firms
Human Capital
Value Creation
healthcare dashboard

Healthcare-Focused Finance Consultant for Portco

Service Area: Financial Modeling & Analysis Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Independent Consultant with Financial Expertise Industry: Healthcare We had a great experience with the consultant. My key feedback is that he has a great temperament and worked well with us and management. He has an ability to work independently […]

PE Firms
Deal Team
Prep For Sale

HVAC Industry Experts Set Up PE Firm’s Portco Exit

We recommend the service provider for anything in the built environment. The team was great. Everything was great. They clearly knew the space. I’d use them again. PE Firm Principal

PE Firms
Deal Team
Prep For Sale
interim controller

Recruiter for interim controller critically needed

Firm had immediate need for interim finance recruiting firm with SaaS experience A PE partner came to us with a vital need for a recruiting firm to place an interim controller in their software portco. The recent departure of their previous controller and senior accountant left the PE firm in urgent need of an interim […]

PE Firms
Deal Team
Value Creation
pricing expert

Pricing strategy expert urgently needed for SaaS portco

Building out a new product GTM strategy, PE firm & portco needs pricing expert A PE senior associate came to us with a critical need for a pricing strategy expert for their SaaS portfolio company that was developing a new application to sell into the healthcare sector. The firm and portco had been working with […]

PE Firms
Operations
Value Creation
Interim CFO prep for sale

Interim CFO urgently needed for prep for sale process

PE firm urgently needs an interim CFO to help with prep for sale A PE managing partner came to us with a critical need for an interim CFO to lead their software portco through a sale process. Hoping to sell within the next 3 to 4 months, the managing partner was urgently looking for someone […]

PE Firms
Human Capital
Prep For Sale
leadership coaching

Leadership coaching consulting firm needed for executives

PE firm urgently needs leadership coach for prep for sale process A PE vice president came to us with a critical need for leadership coaching services to build up one of their portco’s mid-level management teams in preparation for sale. Looking to exit the company within the next year and with several high performing mid-level […]

PE Firms
Finance
Prep For Sale

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