CASE STUDIES

Insights on how clients engage and win with BluWave

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
Operations
Value Creation
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
Operations
Value Creation
digital marketing consultant

Urgent Digital Marketing Consultant for Entire Portfolio

Portfolio-wide need for digital marketing consultant A PE VP of Operations came to us with a critical need for a digital marketing consultant for their entire portfolio. Each company within the firm’s portfolio was experiencing similar problems around communicating digital marketing spend. They saw this as an opportunity to bring in a team that could […]

PE Firms
Operations
Value Creation

Immediate Board Member for CEO Support with Niche Expertise

Service Area: Board Member Client Type: Lower-Middle-Market PE Firm Service Provider Type: Senior Advisor Industry: Manufacturing We are uniquely equipped to move quickly for midmarket companies. We have a network of thousands of PE-grade individuals, specifically geared for midmarket companies, that we can tap into in order to connect a firm with the exact-fit board […]

PE Firms
Operations
Value Creation
Interim CTO

Immediate Interim CTO To Remediate Portco’s Tech Stack

Recent healthcare TPA acquisition needs interim CTO A PE firm VP came to us with an immediate need for an interim CTO for their recent healthcare TPA acquisition. Having recently closed on the portco, they were looking for an individual that could help them remediate and roadmap the company’s tech stack. They urgently needed an […]

PE Firms
Operations
Value Creation
ERP consultant manufacturing

Crucial ERP selection & implementation consultant to integrate disjointed systems at portco

Large Cap firm needs ERP consultant with industry expertise A VP at a Large Cap firm came to us with a critical need for an ERP consultant for one of their portcos. Since the acquisition, the PE firm knew that the company’s disjointed tech stack would need to be integrated. The portco CFO’s role specifically […]

PE Firms
Operations
Value Creation
specialized recruiter

Critical staffing & recruiting firm to hire low-level sales language supports

Critical need for specialized recruiter for international hires A PE firm VP came to us with a critical need for a specialized recruiter for their fintech portfolio company. As part of their growth strategy for the portco, they were gearing up to expand into more geographies, so they were in urgent need of language supports […]

PE Firms
Operations
Value Creation
Procurement Consulting group

Procurement consulting group critical for COVID & inflation-related supply chain issues

Food and beverage portco critically needs procurement consulting group A PE firm VP came to us with a critical need for a raw materials procurement strategy consulting group for their food and beverage portco. Having recently acquired the platform that was growing rapidly, they needed a group that could develop and implement a sophisticated purchasing […]

PE Firms
Operations
Value Creation
MSP

Vital MSP to optimize and monitor Azure

PE Firm and portco contact BluWave for MSP need An LMM PE firm ops partner and portco CFO came to us with a critical need for an IT Managed Services Provider (MSP) that could optimize and monitor the portco’s needs in the Azure development space. With past reliance on a small team that set everything […]

PE Firms
Operations
Value Creation
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
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
Operations
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

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