CASE STUDIES

Insights on how clients engage and win with BluWave

Construction Operations Expert

Field operations expert needed for niche industry

SVP needs expert to improve operations performance for construction services portco An SVP of a northeast-based PE firm came to us with an urgent need for an ops performance and improvement expert that could improve the management of their construction services portco’s field ops team. The PE firm was not confident in the head of […]

PE Firms
Operations
Value Creation
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 expert […]

PE Firms
Deal Team
Due Diligence
senior advisor software

Urgent Analytics Expert To Create eCommerce Sales Strategy

Critical need for business analytics provider specializing in ecommerce sales A middle market PE firm director came to us with an immediate need to optimize their portfolio company’s ecommerce sales via third-party platforms. With two of their primary sales channels being the world’s largest third-party ecommerce platforms, they knew they needed to optimize the opportunity […]

PE Firms
Deal Team
Value Creation

Ecommerce company hacked, operations shut down, critically needed support

Cyber breach led to urgent need for cybersecurity expert for portco A private equity-backed ecommerce company suffered a cyber breach shutting down all operations. They urgently needed a cybersecurity expert that could assess the situation and remediate the breach in order to restart operations. At the time of outreach, the company did not know how […]

PE-Backed Companies
Other Functional Leads
Value Creation
Pricing strategy expert

Pricing Strategy Expert Needed To Lift Revenue

Critical need for pricing strategy expert for B2C company A PE-backed B2C company came to us with a critical need for a pricing strategy expert to maximize revenue. Since competing against big-box retailers, the company realized their need to set pricing that clearly conveyed the value of their offerings to their price-conscious and value-driven consumers. They […]

PE-Backed Companies
Other Functional Leads
Value Creation
supply chain issues

Vital Procurement Consulting Group for Supply Chain Issues

Manufacturing company in need of procurement consulting group A food & beverage manufacturing company needed a procurement consulting group that could generate input cost savings. Having been recently acquired they needed a resource to develop and implement a sophisticated purchasing and procurement strategy for them. With COVID and inflation leading to supply chain issues and […]

PE-Backed Companies
Operations
Value Creation
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
Salesforce effectiveness

Critical salesforce effectiveness training firm

Medical supplier has critical need to assess salesforce team and GTM strategy A PE-backed medical supplier company came to us with a prompt need to assess their existing salesforce team and go-to-market strategy. The company’s sales team was struggling with a high turnover rate and they urgently needed to fix this, examine how to get […]

PE-Backed Companies
Other Functional Leads
Value Creation
voice of customer research

Voice of Customer Research Critical for Add-On Acquisition

Local Voice of Customer research provider needed for acquisition evaluation An IT staffing company came to us with a critical need for Voice of Customer research to be done on an add-on acquisition target they were evaluating. Looking to grow their company via this acquisition, they were interested in engaging a provider that could conduct […]

PE-Backed Companies
Other Functional Leads
Due Diligence
Prep for sale healthcare

Imperative Sales Force Effectiveness and GTM Strategy Needed

PE firm urgently needs to assess effectiveness of sales team at healthcare portco A middle-market PE firm Partner came to us with a prompt need to assess the existing sales team and go-to-market strategy at one of their portfolio companies that provides medical equipment and asset management services to the healthcare industry. The founder-owned portco […]

PE Firms
Deal Team
Value Creation
IT due diligence, short-term resource

IT due diligence provider with niche expertise

IT due diligence needed for business analytics company A LMM Founding and Managing Partner came to us with a pressing need to perform IT Due Diligence on a company they were evaluating. The target was a business analytics company that ingests POS data from retailers, analyzes it, and then shares actionable insights with their clients. […]

PE Firms
Deal Team
Due Diligence

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