CASE STUDIES

Insights on how clients engage and win with BluWave

How BluWave Enabled Massive Turnaround of Family-Held Business

Service Area: Interim Executives (CFO and COO) Client Type: Family-Owned Business Service Provider Type: Specialized Interim Executives Industry: Industrial Distribution and Services There had to be a tremendous amount of change within the leadership team because we were driving a culture of change toward performance and profitability. They were invigorated by the accountability they saw […]

PE Firms
Finance
Prep For Sale
healthcare dashboard

Healthcare-Focused Finance Consultant for Portco

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 […]

PE Firms
Deal Team
Prep For Sale

HVAC Industry Experts Set Up PE Firm’s Portco Exit

We recommend the service provider for anything in the built environment. The team was great. Everything was great. They clearly knew the space. I’d use them again. PE Firm Principal

PE Firms
Deal Team
Prep For Sale
Interim CFO prep for sale

Interim CFO urgently needed for prep for sale process

PE firm urgently needs an interim CFO to help with prep for sale A PE managing partner came to us with a critical need for an interim CFO to lead their software portco through a sale process. Hoping to sell within the next 3 to 4 months, the managing partner was urgently looking for someone […]

PE Firms
Human Capital
Prep For Sale
leadership coaching

Leadership coaching consulting firm needed for executives

PE firm urgently needs leadership coach for prep for sale process A PE vice president came to us with a critical need for leadership coaching services to build up one of their portco’s mid-level management teams in preparation for sale. Looking to exit the company within the next year and with several high performing mid-level […]

PE Firms
Finance
Prep For Sale
Interim CFO

Interim CFO To Support Current CFO During Add-On Acquisition

Interim CFO needed for post-close accounting support at portco A CFO at a PE-backed consumer products portco came to us with an urgent need for post-closing accounting support for an add-on acquisition the firm was about to close on for the portco. With the add-on about to close, there was an immediate need for an […]

PE Firms
Finance
Prep For Sale
Prep for sale healthcare

LMM VP with vital need for prep for sale resource to successfully support portco in process

Prep for sale resource needed for healthcare tech portco A PE firm came to us with a critical need for an independent prep for sale resource for their healthcare technology company. Ready to sell their portco, they were looking for an interim controller that could come in and manage the book closing as well as […]

PE Firms
Human Capital
Prep For Sale

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