CASE STUDIES

Insights on how clients engage and win with BluWave

ERP Selection

ERP selection advisor critically needed

Firm urgently needs consultant for ERP selection A PE firm came to us with a critical need for an ERP selection consultant for their portco in the manufacturing industry. Since acquiring the portco, they knew that the company’s older ERP system would need to be replaced. Knowing that the selection and implementation would be a […]

PE Firms
Operations
Value Creation
HR Diligence

Prompt HR diligence provider willing to go the extra mile

PE Firm needs HR diligence for fintech target A private equity firm came to us with a critical need for an HR consultant to conduct HR-focused diligence on a new target in the fintech space. With the target under LOI, the firm wanted to go a step further than normal and have an HR expert […]

PE Firms
Deal Team
Due Diligence
Market Study construction

Market study immediately needed from specialized provider

Firm urgently needs market study for target portco A PE firm investment vice president came to us with an immediate need for a time-sensitive market study on a potential deal they were looking at in the home safety aspect of the construction industry. With their go-to commercial due diligence providers unavailable due to capacity constraints, […]

PE Firms
Deal Team
Due Diligence
Prep for sale healthcare

LMM VP with vital need for prep for sale resource to successfully support portco in process

Prep for sale resource needed for healthcare tech portco A PE firm came to us with a critical need for an independent prep for sale resource for their healthcare technology company. Ready to sell their portco, they were looking for an interim controller that could come in and manage the book closing as well as […]

PE Firms
Human Capital
Prep For Sale
Bakery executive recruiting firm

Executive recruiting firm needed to place VP of Operations

VP of Operations urgently needed to take charge at bakery portco A PE firm came to us with a critical need for an executive recruiting firm that could place a VP of Operations in their bakery portfolio company. Since buying a second bakery as an add-on to their original portco, they urgently needed someone that […]

PE Firms
Human Capital
Value Creation
Commercial Due Diligence

Commercial Due Diligence Provider Immediately Needed To Assess Potential Target

Commercial due diligence provider needed for software market study A PE firm vice president came to us with a critical need for a commercial due diligence provider that could complete a proactive market study for an asset that they expected to come to market in the next month. With their go-to providers at capacity, no […]

PE Firms
Deal Team
Due Diligence
surfing ecommerce site, post-merger integration

Strategic post-merger integration support

Firm vitally needs integration support for ecommerce portco A PE firm came to us with a critical need for post-merger integration support for their ecommerce portfolio company. Since investing in the company, M&A was part of the strategy but the company had no experience in executing or managing the post-merger integration process. They immediately needed […]

PE Firms
Deal Team
Value Creation
food manufacturing, digital marketing expert

Digital marketing expert needed with experience in food manufacturing

PE Firm needs digital marketing expert for food manufacturing target A middle-market PE firm came to us with a critical need for digital marketing expertise for a snack food manufacturing company they had an LOI with. Knowing that digital marketing was going to play a key role in their go-to-market strategy, they urgently needed a […]

PE Firms
Operations
Value Creation
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
Due Diligence
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

MORE RESOURCES

Podcasts
Dive Blog
Newsroom
Events

READY TO START A PROJECT? TELL US MORE