CASE STUDIES

Insights on how clients engage and win with BluWave

interim executive, commercial diligence healthcare

Interim Executive Immediately Needed To Set Up Procurement Office

VP immediately needs a top interim executive for portco A large cap VP came to us with an immediate need for a 3-month interim executive to set up a procurement office at one of their portfolio companies. Focused on healthcare technology, the portco didn’t have an existing procurement office. They were procuring technology from a […]

PE Firms
Human Capital
Value Creation
Construction Operations Expert

Field operations expert needed for niche industry

SVP needs expert to improve operations performance for construction services portco An SVP of a northeast-based PE firm came to us with an urgent need for an ops performance and improvement expert that could improve the management of their construction services portco’s field ops team. The PE firm was not confident in the head of […]

PE Firms
Operations
Value Creation
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
Deal Team
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
Deal Team
Value Creation
Interim CEO Manufacturing

Interim CEO with Niche Manufacturing Expertise

Interim CEO with manufacturing expertise needed to help grow business A principal at a LMM PE firm approached us with a critical need for an interim CEO with deep manufacturing expertise. Having held their manufacturing portfolio company for a full year, the firm was looking to bring in a new CEO in order to transition […]

PE Firms
Deal Team
Value Creation
Interim CHRO stock image

Interim CHRO Critically Needed To Integrate HR Department Platforms During A Merger

An interim CHRO was needed during a multi-business merger A principal at a middle market PE firm came to us with a vital need for an interim CHRO for their new global consulting platform that was a merger of 3 companies. The platform was closing in 3 to 5 days, our client needed the interim […]

PE Firms
Deal Team
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
Deal Team
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
Deal Team
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
Deal Team
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
Deal Team
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
Human Capital
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

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