CASE STUDIES

Insights on how clients engage and win with BluWave

Interim CFO

Interim CFO To Support Current CFO During Add-On Acquisition

Interim CFO needed for post-close accounting support at portco A CFO at a PE-backed consumer products portco came to us with an urgent need for post-closing accounting support for an add-on acquisition the firm was about to close on for the portco. With the add-on about to close, there was an immediate need for an […]

PE Firms
Finance
Prep For Sale
Digital transformation

Critical need for firm to lead digital transformation of portco

PE firm needs group to lead digital transformation for portco A VP at a LMM PE firm came to us with a critical need for a group that could lead their transportation portco through a full digital transformation project. With the portco’s field service division expanding rapidly and potentially tripling in size soon, they were […]

PE Firms
Operations
Value Creation
ESG Diligence

Critical ESG diligence provider with industry expertise

ESG diligence needed for a consumer products target A PE firm VP came to us with a critical need for a provider that could perform ESG diligence on a target they had in the consumer products industry. With their 60 days of exclusivity about to begin, the firm needed a provider that could assess the […]

PE Firms
Deal Team
Due Diligence
commercial due diligence and GTM

Dual Commercial Due Diligence, GTM Provider Vitally Needed

PE Firm needs commercial due diligence and GTM strategist for construction target A PE firm managing director came to us with a critical need for a commercial due diligence and GTM strategy provider for a target they had in the construction industry. Since identifying this target, they were looking for a group that could quickly […]

PE Firms
Deal Team
Due Diligence
VMS operational diligence

Operational diligence provider urgent for VMS target

Firm needs operational diligence for target VMS manufacturing company A PE firm principal came to us with a critical need for operational diligence on a target they had in the vitamins, minerals, and supplements (VMS) manufacturing space. A week into the diligence process after signing an LOI, the firm needed someone to answer their question […]

PE Firms
Deal Team
Due Diligence
operational performance and improvement consultant

Critical ops performance & improvement consultant to increase warehouse efficiency

Managing partner needs operational performance and improvement consultant for warehouse redesign A PE firm managing partner came to us with a critical need for an operational performance and improvement consultant that could evaluate and redesign the existing layout in one of their manufacturing portcos’ warehouses. Since acquiring the portco, the PE firm had discovered that […]

PE Firms
Operations
Value Creation
senior advisor software

Immediate senior advisor with technical expertise

Firm critically needs senior advisor with software industry knowledge A PE firm principal came to us with a critical need for a senior advisor that could provide them with industry insight on a target they had in the application security sector of the software industry. Before moving forward with an investment, the firm needed someone […]

PE Firms
Deal Team
Due Diligence
Data Analytics for diligence

Vital IT diligence provider with specific industry experience

IT diligence provider needed for healthcare portco A PE firm vice president came to us with a critical need for an IT diligence provider for a target they had in the intellectual development disabilities area of the healthcare services industry. With an LOI on the target and a need to close the deal by year-end, […]

PE Firms
Deal Team
Due Diligence
pricing consulting firm

Critical boutique pricing consulting firm need

Pricing consultant essential for value creation in portco A PE firm vice president came to us with a critical need for a pricing expert that could help several of their portcos in the manufacturing industry. Facing pricing challenges such as trouble getting price increases from procurement groups and historical company cultures of not raising prices, […]

PE Firms
Deal Team
Value Creation
Senior Advisor

Senior advisor with pharmacy expertise immediately needed

Senior advisor vitally needed for healthcare services portco A PE firm came to us with a critical need for a senior advisor for their healthcare services pharmacy company. Having recently acquired the company and already struggling with direct specialty contracts, they urgently needed someone to help on the payor side. They were looking for a […]

PE Firms
Deal Team
Value Creation
Voice of Customer

Voice of Customer provider critically needed

Voice of Customer research critically needed An investment principal at a PE firm came to us with a critical need for Voice of Customer research on a target they had an LOI on in the staffing and recruiting industry. Expecting to get full exclusivity on the target in the next two weeks, they were urgently […]

PE Firms
Deal Team
Due Diligence
Strategy session facilitator

Immediate strategy session facilitator

Firm immediately needs strategy session facilitator for portco A PE firm principal came to us with an immediate need for a strategy session facilitator for their software portfolio company. Having recently acquired the business, the firm wanted to quickly get the portco into strategy sessions so that they could start defining long-term goals. Needing structure […]

PE Firms
Deal Team
Value Creation

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