Insights on how clients engage and win with BluWave
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
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 […]
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 […]
Firm needs consultant to enhance digital marketing efforts across portcos A PE managing director came to us with a critical need for a product marketing and positioning independent contractor who could advise several of the tech and software companies in his firm’s portfolio on their digital marketing efforts. With the digital world evolving quickly, the […]
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 […]
Leadership Coach needed to mentor new CFO A PE firm principal came to us with a critical need for a CFO consultant for their manufacturing portco. Since their seasoned CFO left the company around a year ago, a young, less experienced CFO entered the leadership role. Having never been a CFO before, the firm needed […]
Interim CHRO needed for high growth, professional services portco A PE firm managing director came to us with a critical need for an interim CHRO for their professional services platform. Combining three companies to make the platform, the firm urgently needed a PE-grade interim head of HR to deal with contracts, advise future state systems, […]
PE firm has critical need for pre-close recruiters for a target company An investment executive at a large cap PE firm came to us with a critical need to source trainers and university recruiters for a target company in the engineering industry. Prior to closing on the target company, the PE firm wanted to explore […]
PE firm needs GTM strategist to grow financial services portfolio company A managing director came to us with a critical need for a growth strategy consultant for their financial services company. After several years of holding the company and experiencing annual organic growth, the PE firm was looking to accelerate growth within the portfolio company […]
Critical need for business analytics provider specializing in ecommerce sales A middle market PE firm director came to us with an immediate need to optimize their portfolio company’s ecommerce sales via third-party platforms. With two of their primary sales channels being the world’s largest third-party ecommerce platforms, they knew they needed to optimize the opportunity […]
PE firm urgently needs to assess effectiveness of sales team at healthcare portco A middle-market PE firm Partner came to us with a prompt need to assess the existing sales team and go-to-market strategy at one of their portfolio companies that provides medical equipment and asset management services to the healthcare industry. The founder-owned portco […]
Interim CEO with manufacturing expertise needed to help grow business A principal at a LMM PE firm approached us with a critical need for an interim CEO with deep manufacturing expertise. Having held their manufacturing portfolio company for a full year, the firm was looking to bring in a new CEO in order to transition […]
Service Area: Operations – Procurement & Sourcing Client Type: Private Equity Firm Service Provider Type: Operations & Supply Chain Consulting Firm Industry: Construction & Engineering The client was excited about a new investment and wanted to talk with BluWave to think through some value creation plans. BluWave recommended a procurement project based off our prior […]
Service Area: Strategy Client Type: Private Equity Firm Service Provider Type: Market Research Company Industry: Healthcare Services Very pleasant to work with. I would give them another try. Y’all were prompt and effective. I’d recommend BluWave to my peers. -PE Firm Cofounder, Partner
Service Area: Technology Client Type: Large Cap Private Equity Fund Service Provider Type: Business Intelligence Analytics Firm Industry: Private Equity We are very happy with the service provider and we expect to have a long, mutually beneficial partnership with them. -PE Firm Operating Partner
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