Interim CFO crucially needed for portco carveout

PE Firms
Deal Team
Value Creation

Firm needs interim CFO to lead carveout

A principal at a PE firm came to us with a critical need for an interim CFO to lead the carveout of a manufacturing company that they had just signed on. With closing occurring in 60 days and a 12-month TSA that would then begin, the firm urgently needed an interim CFO that could be dedicated to the carveout infrastructure. The firm needed an individual who could perform advanced carveout tasks but was also willing to roll up their sleeves and be hands-on in tasks like setting up the GL architecture. It was critical that the firm found an interim CFO with a deep track record in PE, carveout experience, the ability to be onsite 3 days per week, experience in the manufacturing industry, and functional expertise in a wide variety of financial and accounting areas in order for the carveout to be smoothly executed.

BluWave understands unique need & identifies exact-fit interim CFOs in network

Leveraging our founder’s 20 years in private equity, we have extensive frameworks for assessing PE-grade carveout-specific interim CFO needs. BluWave utilizes technology, data, and human ingenuity to pre-map, assess, monitor, and maintain deep pools of carveout-focused interim CFOs that uniquely meet the private equity standard. We interviewed the PE firm to understand their specific key criteria, and then connected the client with the select pre-vetted interim CFOs from our invitation-only Intelligent Network that fit their exacting needs.

Firm engages interim CFO and successfully proceeds with carveout

Within 24 hours of the initial scoping call, the PE firm and portfolio company were introduced to two PE-grade interim CFOs with extensive carveout experience and industry expertise. The client selected their ideal choice. The PE firm was able to confidently and quickly engage the interim CFO and trust them to lead the carveout thanks to them already being BluWave-vetted.


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