CASE STUDIES

Insights on how clients engage and win with BluWave

food manufacturing, digital marketing expert

Supply Chain Diligence Helps Food Company Identify Synergies, Cost Savings

Service Area: Operations Diligence Client Type: Portfolio Company Service Provider Type: Operations Consulting Firm Industry: Food and Beverage

PE Firms
Operations
Value Creation
M&A Advisory

Lighting Company Gains Competitive Edge from Market Study

Service Area: Growth Strategy Client Type: Portfolio Company Service Provider Type: Market Intelligence Research Firm Industry: Manufacturing – Commercial Lighting

PE-Backed Companies
Value Creation

Fiber Optics Company Building Out Executive Team for New Division

Service Area: Human Capital: Recruiters Client Type: Portfolio Company Service Provider Type: Telecommunications-Focused Recruitment Firm Industry: Telecommunications: Wireless Internet, Fiber Optics

PE-Backed Companies
Finance
Value Creation
Healthcare Experts

HIPAA Audit Needed for IT Firm Serving Healthcare Industry

Service Area: Compliance & Regulatory Client Type: Portfolio Company Service Provider Type: Supply Chain Technology Firm Industry: Information Technology Managed Care Services

PE-Backed Companies
Operations
Value Creation

Fast-Growing Company Needs Help Managing Transactions

Service Area: System Selection & Implementation Client Type: Portfolio Company Service Provider Type: Supply Chain Technology Firm Industry: Waste Management

PE-Backed Companies
Finance
Value Creation

Offshoring Experts Sought To Save Time, Lower Portco’s Operation Costs

Service Area: Offshoring Client Type: Lower-Middle Market Private Equity Firm Service Provider Type: Business Process Outsourcing – Offshoring Industry: Human Capital

PE Firms
Human Capital
Value Creation
September client roundup

List-Build Expert Needed To Grow Portco Contacts

Service Area: List Builds Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Business Process Outsourcing Firm Industry: Life Sciences & Pharmaceuticals

PE Firms
Operations
Value Creation

Interim CEO for Manufacturing Company Seeking Permanent Replacement

Service Area: Interim CEO Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Interim Executive with Manufacturing Expertise Industry: Manufacturing – Glass

PE Firms
Human Capital
Value Creation
healthcare dashboard

Healthcare-Focused Finance Consultant for Portco

Service Area: Financial Modeling & Analysis Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Independent Consultant with Financial Expertise Industry: Healthcare We had a great experience with the consultant. My key feedback is that he has a great temperament and worked well with us and management. He has an ability to work independently […]

PE Firms
Deal Team
Prep For Sale

HVAC Industry Experts Set Up PE Firm’s Portco Exit

We recommend the service provider for anything in the built environment. The team was great. Everything was great. They clearly knew the space. I’d use them again. PE Firm Principal

PE Firms
Deal Team
Prep For Sale
interim controller

Recruiter for Interim Controller Critically Needed

Firm had immediate need for interim finance recruiting firm with SaaS experience A PE partner came to us with a vital need for a recruiting firm to place an interim controller in their software portco. The recent departure of their previous controller and senior accountant left the PE firm in urgent need of an interim […]

PE Firms
Deal Team
Value Creation
pricing expert

Pricing strategy expert urgently needed for SaaS portco

Building out a new product GTM strategy, PE firm & portco needs pricing expert A PE senior associate came to us with a critical need for a pricing strategy expert for their SaaS portfolio company that was developing a new application to sell into the healthcare sector. The firm and portco had been working with […]

PE Firms
Operations
Value Creation

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