CASE STUDIES

Insights on how clients engage and win with BluWave

Search for CFO To Lead Funeral Home Expansion

Service Area: Human Capital Client Type: Lower-Middle Market PE Firm Service Provider Type: Finance Executive Search Firm Industry: Retail Provided good summaries of each candidate. At or above what we are used to seeing. Was available and able to move quickly. Really liked working with them. Managed the process very well. -SVP of PE Firm

Private and Public Companies
Human Capital
Value Creation

Executive Search Firm Financial Controller for Growing Business Services Company

Service Area: Human Capital Client Type: Lower-Middle Market PE Firm  Service Provider Type: Executive Search Firm – Finance Industry: Professional Services

Private and Public Companies
Finance
Value Creation

Pricing Expert To Reformulate SaaS Company To Value-Based Strategy

Service Area: Sales & Marketing Client Type: Upper-Middle Market PE Firm Service Provider Type: Pricing Strategy Consulting Firm Industry: Technology – Software

Private and Public Companies
Value Creation

Strategically Expanding Insurance Company Board Expertise with Physical Therapy Focus

Service Area: Human Capital Client Type: Upper-Middle Market PE Firm Service Provider Type: Independent Board Member Industry: Insurance

Private and Public Companies
Value Creation

E-commerce Data Specialist To Optimize Boots Store on Amazon

Service Area: Technology Client Type: Upper-Middle Market PE Firm Service Provider Type: Business Intelligence & Analytics Consultant Industry: Retail Reasonable price, great output. Got both education and specific to-dos. Organized well. Actionable and insightful. Answered several questions after the fact and helped us prepare for a board meeting – above and beyond. -Director of Portfolio […]

Private and Public Companies
Operations
Value Creation

Optimizing Performance in Staffing: Business Intelligence Drives Branch Success

Service Area: Technology Client Type: Lower-Middle Market PE Firm Service Provider Type: Business Intelligence & Analytics Consultant Industry: Staffing / Recruiting

Private and Public Companies
Operations
Value Creation

Veterinary Business Needs Help with Complex Data Warehouse Software

Service Area: Technology Client Type: Lower-Middle Market PE Firm Service Provider Type: Business Intelligence & Analytics Firm Industry: Technology – Software

Private and Public Companies
Operations
Value Creation

Strategic Executive Search for SaaS Sales Leadership

Service Area: Human Capital – Recruiting Client Type: Upper-Middle Market PE Firm Service Provider Type: Executive Search Firm – Sales Industry: Technology – SaaS

Private and Public Companies
Human Capital
Value Creation

Interim CFO To Revolutionize Financial Forecasting for Construction Portco

Service Area: Human Capital Client Type: Construction Services Portfolio Company Service Provider Type: Interim CFO Industry: Construction and Engineering

Private and Public Companies
Human Capital
Value Creation
A food manufacturing plant. Indoors, no windows, fluorescent lights above. Everyone wearing white full-body suits from the neck down, and also with white hats/hair nets. The floor is spotless, but it's an ugly off-yellow color.

Interim CFO with Expertise in Commodities, Hedging for Manufacturing PortCo

Industry: Manufacturing Service Area: Human Capital – Interim Leadership Client Type: Portfolio Company – Food Ingredients Facility Service Provider Type: Interim CFO

Private and Public Companies
Human Capital
Value Creation
Four people standing, looking at an idea board full of colorful sticky notes. They're in a conference room with lights overhead. They're all dressed business-casual.

Targeted Market Research for a Software Technology Company

Industry: Technology – Software Service Area: Voice of the Customer Client Type: Portfolio Company – B2B Data Management Service Provider Type: Market Research Firm The service provider you selected was both affordable and a good partner for our portfolio company. -Partner at PE Firm

Private and Public Companies
Operations
Value Creation
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 […]

Private and Public Companies
Value Creation

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