CASE STUDIES

Insights on how clients engage and win with BluWave

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
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
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
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
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
digital marketing

Quickly perform digital marketing due diligence on new business

Firm quickly needs digital marketing diligence on target Understanding the digital landscape has never been more important. Our PE firm client needed a resource to perform digital marketing due diligence for an e-commerce-enabled aftermarket products business. To build confidence in the investment, our client needed to know more about the target’s SEM, SEO, user experience […]

PE Firms
Deal Team
Due Diligence

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