CASE STUDIES

Insights on how clients engage and win with BluWave

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
sales and marketing

Urgent need for sales & marketing focused org design consultant

PE firm needs consulting group to improve sales and marketing functions A PE partner came to us with an urgent need for a boutique sales consulting group that could perform a sales diagnostic for their software portfolio company and help with org design for the company’s sales and marketing functions. With the head of marketing […]

PE Firms
Operations
Value Creation
digital marketing

Critical digital marketing independent contractor to advise software portfolio

Firm needs consultant to enhance digital marketing efforts across portcos A PE managing director came to us with a critical need for a product marketing and positioning independent contractor who could advise several of the tech and software companies in his firm’s portfolio on their digital marketing efforts. With the digital world evolving quickly, the […]

PE Firms
Deal Team
Value Creation
software merger integration

Merger integration consultant urgently needed for software & industrial services merger

PE firm critically needs merger integration experts A PE operating partner came to us with a critical need for a merger integration consultant to help them develop a playbook, provide resource coaching, and execute a planned merger of their existing portco with a new add-on in the software sector of the industrial services industry. With […]

PE Firms
Operations
Value Creation
Specialized recruiting firm

Specialized Recruiting Firm Vitally Needed by Portco CEO

Portco CEO needs to hire new Head of Sales The CEO of a residential services portfolio company came to us with a critical need for a recruiting firm that could source a Head of Sales for the company. The business’ primary focus was equipment rental, waste management, and construction; therefore, the CEO needed a candidate […]

PE-Backed Companies
CEOs
Value Creation
ESG consultant

ESG consultant needed across portfolio

PE founder needs ESG consultant for 3-year plan A PE firm founder came to us with a critical need for an ESG consultant that could help their firm develop an ESG plan and implement it across their portfolio. Having recently recognized the growing importance of ESG to GPs and LPs, they urgently needed a specialized […]

PE Firms
Operations
Value Creation
Value Creation

Full value creation vitally needed for carveout

Firm needs value creation providers across services A PE firm came to us with a critical need for multiple value creation providers for a recently acquired manufacturing portco. A new carveout from a large company, the firm needed to engage multiple providers to aid with the carveout process over the next 14 months before the […]

PE Firms
Operations
Value Creation
Medical full body screening software on tablet and healthcare devices

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
Interim CFO carveout

Interim CFO Crucially Needed for Portco Carveout

Firm needs interim CFO to lead carveout A principal at a PE firm came to us with a critical need for an interim CFO to lead the carveout of a manufacturing company that they had just signed on. With closing occurring in 60 days and a 12-month TSA that would then begin, the firm urgently […]

PE Firms
Deal Team
Value Creation
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

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