CASE STUDIES

Insights on how clients engage and win with BluWave

Senior Advisor To Optimize Software Composition Analysis Strategy

Service Area: Human Capital Client Type: Upper-Middle Market PE Firm Service Provider Type: Senior Advisor Industry: Technology – Software He reads everything you send to him; he’s very informed about the space – he was able to discuss things at a technical level and at an overall strategy level. He could tie the big picture […]

PE Firms
Deal Team
Due Diligence
Medical full body screening software on tablet and healthcare devices

Strategic Buy-Side Search in Healthcare Services

Industry: Healthcare Services Service Area: Commercial Due Diligence Client Type: Lower-Middle Market Firm Service Provider Type: Buy-Side Advisory Firm

PE Firms
Deal Team
Due Diligence
A lawyer taking papers out of a manila envelope. There's a gavel block on the desk to the left of a laptop computer. It appears to be late afternoon or early morning based on the natural light coming from the person's right. You don't see their head.

Transforming Big Data into Actionable Insights for Legal Services

Industry: Professional Services Service Area: Technology Client Type: Portfolio Company – B2B Legal Services Service Provider Type: Business Intelligence, Analytics and AI Firm Their analysis was rigorous, and a company’s management team found their work to be insightful during diligence. They operate at deal speed and frequently work late at night and over weekends to […]

PE Firms
Due Diligence

Revamping Market Positioning, Expanding with M&A

Service Area: Commercial Due Diligence Client Type: Portfolio Company Service Provider Type: Merger & Acquisition Strategy Firm Industry: Generalist The service provider was knowledgeable about the sector. They provided concrete action items and feedback. They also responded to feedback on the initial draft report to provide a final project in-line with expectations. -VP at Private […]

PE Firms
Due Diligence
A black employee giving analytics report presentation in business meeting, showing statistics data on digital board screen. Office worker marketing research, strategy planning

Market Study for Financial Services Acquisition Target

Service Area: Commercial Due Diligence Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Strategy – Market Study Industry: Professional Services

PE Firms
Deal Team
Due Diligence
Commercial airplane flying above blue sky and white clouds.

Navigating an Intercontinental Aerospace Merger

Service Area: Merger Planning & Integration: Post Merger Integration Client Type: Middle Market Private Equity Firm Service Provider Type: Post Merger Integration Consultant Industry: Manufacturing: Aerospace

PE Firms
Deal Team
Due Diligence
Specialized recruiting firm

Seamless Integration for a PortCo’s First Add-On Acquisition

Service Area: Merger Planning & Integration Client Type: Lower-Middle Market Private Equity Firm Service Provider Type: Integration Consultant Industry: Professional Services

PE Firms
Operations
Due Diligence

Manufacturing Growth through Market Insight Diligence

Service Area: Commercial Due Diligence: Market Study Client Type: Middle-Market Private Equity Firm Service Provider Type: Market Research Firm Industry: Manufacturing

PE Firms
Deal Team
Due Diligence
GTM strategist

Accounting Specialist in a Hurry for a PortCo

Service Area: Accounting Services: Commercial Diligence Client Type: Large Cap PE Firm Service Provider Type: Accounting Specialist Firm Industry: Financial Consulting “The service provider is fantastic. They are extremely knowledgeable about the space and were willing and able to answer our questions throughout. Responsive, thoughtful, thorough. I would absolutely work with them again.” -PE Firm […]

PE Firms
Finance
Due Diligence
Medical full body screening software on tablet and healthcare devices

Quality of earnings provider needed for healthcare target

On-site quality of earnings provider needed immediately A PE firm associate came to us with a critical need for a provider to perform quality of earnings diligence on a target healthcare company. With their go-to providers booked up, they urgently needed a provider with capacity to quickly assess the company’s YTD financial and operating information […]

PE Firms
Deal Team
Due Diligence
Environmental Diligence

Environmental diligence critically needed for target

Evaluating target company, firm needs environmental diligence provider A PE firm managing director came to us with a critical need for an environmental diligence provider to assess a target company they had in the manufacturing sector. Having recently signed an LOI, the firm had 60 days to quickly perform extensive diligence on all areas of […]

PE Firms
Deal Team
Due Diligence
Specialized Diligence construction

Top specialized diligence providers critically needed

Firm needs specialized providers across their diligence provider matrix to assess target A PE firm investment team came to us with a critical need for a full set of industry specialized diligence providers that could assess their target in the commercial roofing space. Having recently received the deal under LOI, the firm was preparing a […]

PE Firms
Deal Team
Due Diligence

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