CASE STUDIES

Insights on how clients engage and win with BluWave

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
Quality of Earnings

Quality of earnings provider needed for healthcare target

On-site quality of earnings provider needed immediately A PE firm associate came to us with a critical need for a provider to perform quality of earnings diligence on a target healthcare company. With their go-to providers booked up, they urgently needed a provider with capacity to quickly assess the company’s YTD financial and operating information […]

PE Firms
Deal Team
Due Diligence
Environmental Diligence

Environmental diligence critically needed for target

Evaluating target company, firm needs environmental diligence provider A PE firm managing director came to us with a critical need for an environmental diligence provider to assess a target company they had in the manufacturing sector. Having recently signed an LOI, the firm had 60 days to quickly perform extensive diligence on all areas of […]

PE Firms
Deal Team
Due Diligence
Specialized Diligence construction

Top specialized diligence providers critically needed

Firm needs specialized providers across their diligence provider matrix to assess target A PE firm investment team came to us with a critical need for a full set of industry specialized diligence providers that could assess their target in the commercial roofing space. Having recently received the deal under LOI, the firm was preparing a […]

PE Firms
Deal Team
Due Diligence
Technology Diligence

Technology diligence critical for target company

Partner needs technology diligence for software target  A PE firm partner came to us with a critical need for a technology diligence group that could assess a target software company. Hoping to close on the target company soon, the partner needed to evaluate the quality of the code, the transportability of the software, and the […]

PE Firms
Deal Team
Due Diligence

Pre-close recruiters immediately needed

PE firm has critical need for pre-close recruiters for a target company An investment executive at a large cap PE firm came to us with a critical need to source trainers and university recruiters for a target company in the engineering industry. Prior to closing on the target company, the PE firm wanted to explore […]

PE Firms
Deal Team
Due Diligence
IT due diligence, Man working on red sign

Instant solution for specific IT due diligence need

PE firm needs IT due diligence provider to assess target company A managing director came to us with a critical need for an IT due diligence provider to assess a target company in the manufacturing industry. The portfolio company was a multi-site signage company focused on design, project management, and manufacturing. The managing director needed […]

PE Firms
Deal Team
Due Diligence
M&A Advisory

Buyside M&A advisory firm needed to assess target

VP needs buyside M&A advisory firm in healthcare sector A LMM VP was looking to complete a critical buyside search and came to us looking for the top buyside M&A advisory firm. Having already explored their investment thesis for the past nearly nine months on a healthcare practice, they were looking for an expert in […]

PE Firms
Deal Team
Due Diligence
Four people in a meeting discussing something seriously

Voice of Customer diligence needed for acquisition target

Managing director needs Voice of Customer research for target company A middle-market PE firm Managing Director needed to perform Voice of Customer (VoC) research on an acquisition target that specialized in the SaaS space. Having just signed exclusivity on the potential new platform, time was of the essence and the firm wanted to quickly engage […]

PE Firms
Deal Team
Due Diligence
HR Diligence provider

Immediate HR diligence provider needed

PE firm has critical need for HR diligence provider for target company A middle market PE firm partner approached us with an immediate HR diligence need for a software-based portfolio company that they had under LOI. The PE firm wanted to take their typical HR diligence efforts to the next level and were looking for […]

PE Firms
Deal Team
Due Diligence
Data Analytics for diligence

Big data analytics consultant critically needed

Urgent data analysis needed to evaluate portfolio company A LMM VP came to us with an urgent big data analytics need for a technology focused portfolio company that they were evaluating. The PE firm recently retained access to some of the target’s transactional data sets and the size of them was overwhelming. They needed an […]

PE Firms
Deal Team
Due Diligence
commercial due diligence

Commercial due diligence needed to aid growth strategy

Commercial due diligence needed for growth strategy A services company came to us with an urgent need for an individual or group that could perform commercial due diligence in order to help them better understand growth opportunities. With their eye on expanding into an adjacent market, the company was in need of a service provider […]

PE-Backed Companies
Other Functional Leads
Due Diligence

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