Healthcare-Focused Finance Consultant for Portco

PE Firms
Deal Team
Prep For Sale

Service Area: Financial Modeling & Analysis

Client Type: Upper-Middle Market Private Equity Firm

Service Provider Type: Independent Consultant with Financial Expertise

Industry: Healthcare

The Need
Ready to sell one of its portcos, the PE firm was looking for an outside expert to provide pre-sale diligence

The PE firm was ready to sell its diagnostic supplies and equipment manufacturer and was looking for a financial expert to get them across the finish line.

The Challenge
Financial expert to help prepare a portco for sale

The individual would need to help review quality of earnings, perform a market study, validate a financial model, coach management on pitching, and most importantly, be able to close the books and handle data requests.

How we helped
Connected the client witha PE-grade CFO

BluWave provided three experienced resources – all with CFO experience – from its pre-vetted network in less than 24 hours. We were by the firm’s side throughout the vetting calls, and helped them choose a best-fit option.

The Result
Consultant comes on-site and helps the PE firm close the sale in the same calendar year

Months after signing on the independent consultant, who worked on-site throughout the process, another PE firm purchased the portco. The consultant helped the organization with pre-sale diligence, optimized its finance function and ensured a smooth handoff to new ownership.

The buyers commented on the strong foundation and high growth potential of their new asset. The selling PE firm was equally pleased with the process.

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 and delivered solid results.

PE Firm


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