CASE STUDIES

Insights on how clients engage and win with BluWave

post-merger integration support

Large Cap VP urgently needs post-merger integration support

Post-merger integration needed for healthcare portco A PE firm vice president of portfolio operations came to us with a critical need for post-merger integration support for their healthcare services company. They were five months into the value creation plan for the portco and were in the process of due diligence for an add-on that had […]

PE Firms
Deal Team
Value Creation
Medical post-merger integration, Interim CHRO

Interim CHRO Needed to Quickly Spearhead Departmental Change

Firm needs interim CHRO for multi-site portco A PE firm came to us with a critical need for a head of HR for their multi-location healthcare services company. With the current head of HR leaving and an ineffective HR department, the healthcare services company needed a strong HR leader with role and industry expertise to […]

PE Firms
Human Capital
Value Creation
interim cfo

Interim CFO Urgently Needed after Abrupt Resignation

Firm has immediate need for PE-grade interim CFO A PE firm came to us with an immediate need for an interim CFO for their automotive aftermarket company. With the existing CFO transitioning out within two weeks after an abrupt resignation, they needed to act fast to find a replacement. Not having the time to sift […]

PE Firms
Deal Team
Value Creation
pricing strategy expert

Pricing strategy expert needed to drive demand

Firm needs pricing strategy expert for consumer products portco A PE firm came to us with a critical need for a pricing strategy expert to maximize revenue at one of their consumer products portfolio companies. Since competing against big-box retailers, the portco realized their need to set pricing that clearly conveyed the value of their […]

PE Firms
Operations
Value Creation
Head of sales

Head of Sales Needed To Drive Value at Portco

PE firm urgently needs Head of Sales as portco grows A private equity firm and portco CEO came to us with a critical need for a Head of Sales for their healthcare logistics company. Since the acquisition, the portfolio company had been growing rapidly and they needed to bring in a sales leader that could […]

PE Firms
Finance
Value Creation
Interim chief financial officer

Interim CFO Needed to Quickly Integrate New PE Platform Portco

An interim chief financial officer with relevant niche experience was needed A private equity firm purchased multiple IT managed services companies with the intention of integrating them into one streamlined platform. The firm needed an interim chief financial officer immediately, but they did not have time or patience to sift through scores of unvetted, mixed-quality […]

PE Firms
Deal Team
Value Creation
executive recruiter

Executive Recruiter Critically Needed for New Portco

Firm needed executive recruiter to place CEO with industry expertise Having recently invested in a sector for the first time, a PE firm came to us with an urgent need for an executive recruiter. Knowing that they needed to place an industry expert as CEO in their new power solutions portfolio company, the firm was […]

PE Firms
Human Capital
Value Creation
IT due diligence, short-term resource

PE Firm in Need of Short-Term Resource

PE firm needed short-term resources after unexpected loss A private equity firm in our network unexpectedly lost two mid-level investment team members within a few weeks of each other. In order to avoid missing out on active deal opportunities, the PE firm needed to quickly find a short-term resource who could meet its team standards […]

PE Firms
Deal Team
Value Creation

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