CASE STUDIES

Insights on how clients engage and win with BluWave

FDA Compliance

Compliance group urgently needed for quality control process

Urgent need for FDA compliance group A PE firm’s principal of operations came to us with a critical need for a compliance group that could help them assess a target pharmaceutical manufacturing company’s FDA-certified quality control process. Working on a fragile deal, the firm needed an expert provider who could assess the company’s processes in […]

PE Firms
Operations
Value Creation
Leadership Coach Image

Leadership coach vitally needed for new CFO

Leadership Coach needed to mentor new CFO A PE firm principal came to us with a critical need for a CFO consultant for their manufacturing portco. Since their seasoned CFO left the company around a year ago, a young, less experienced CFO entered the leadership role. Having never been a CFO before, the firm needed […]

PE Firms
Deal Team
Value Creation
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
Cost reduction

Cost reduction group hired to analyze legacy supply contracts

Cost reduction group needed to immediately cut costs A private equity firm acquired a leading plastics company that designed and manufactured innovative plastic-injection-molded products. The firm believed there was room for improvement and cost reductions in the company’s supply contracts. Still, it lacked certainty given the nature of the portfolio company’s products and its specific […]

PE Firms
Operations
Value Creation
Interim CHRO software

Interim CHRO Urgently Needed for Software Portco

Firm needs top interim CHRO for fast growing portco  A managing director came to us with a critical need for an interim CHRO for their software portfolio company. Having recently experienced meaningful growth through M&A, the portfolio company urgently needed a top interim CHRO to act as a strategic HR partner to the CEO and […]

PE Firms
Human Capital
Value Creation
Human Capital

Interim CHRO Urgently Needed for Professional Services Portco

Interim CHRO needed for high growth, professional services portco  A PE firm managing director came to us with a critical need for an interim CHRO for their professional services platform. Combining three companies to make the platform, the firm urgently needed a PE-grade interim head of HR to deal with contracts, advise future state systems, […]

PE Firms
Deal Team
Value Creation
interim CHRO healthcare

Critical CHRO To Step in as Interim Support

Strong interim CHRO needed to lead HR in healthcare services portco A proactive healthcare services company came to us with a critical need for an interim CHRO. With the current head of HR leaving and the recruiting process taking longer than normal, the healthcare services company needed a strong HR leader with role and industry […]

PE-Backed Companies
CEOs
Value Creation
business analytics

Essential Need for Data Consolidation, Analysis, Visualization

Consumer products portco in critical need of data consolidation and analysis A portfolio company came to us with a critical need for a business intelligence and analytics provider to consolidate data for their consumer products business. With sales data coming in from their distributors in different manners, they had a critical need to gather and […]

PE-Backed Companies
CEOs
Value Creation

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
GTM strategist

GTM strategist vitally needed to accelerate growth

PE firm needs GTM strategist to grow financial services portfolio company A managing director came to us with a critical need for a growth strategy consultant for their financial services company. After several years of holding the company and experiencing annual organic growth, the PE firm was looking to accelerate growth within the portfolio company […]

PE Firms
Deal Team
Value Creation
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

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