BluWave connects private equity funds, venture capital firms, hedge funds, family offices, and proactively-managed businesses with custom fit resources to help assess opportunities and execute on growth and development initiatives.

Our proprietary, invitation-only network includes more than 60 use cases and hundreds of expert, vetted service providers across sales and marketing, finance, human resources (HR), technology, general and administrative, and preparing for sale needs.  We assist on both diligence and post-closing value creation projects.

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Please see below for representative examples of how we can help and/or reach out directly to us to learn more.

Sales & Marketing

Business Issue:

A family owned life sciences services business was expending substantial sums on digital marketing without cohesively being able to communicate strategy or understand ROI.  Management believed there was opportunity to improve this function, but wasn't confident how it could assess and/or execute on the opportunity.

BluWave Approach:

BluWave researched, vetted and connected leadership with several strong providers in the space. The selected provider was an innovative B-to-B digital marketing firm that offered a diligence assessment product, a strategy offering, and the ability to execute on campaigns.

Client Benefit / ROI:  

This service provider helped management identify substantial opportunities to enhance revenue and ROI, and are executing on a clear strategy and realizing significant gains. In addition, our work produced a better outcome than they could have realized using their own networks, and freed up countless hours of research and evaluation time for other strategic priorities.

Business Issue:  

A niche healthcare services company was operating below full potential and was not receiving adequate insights from its finance group to be able to assess current performance and areas for opportunity.

BluWave Approach:

BluWave leveraged its network to quickly identify and pre-vet a  leading boutique consultancy that specializes in the specific sector of the portfolio company

Client Benefit / ROI:  

BluWave’s search produced a boutique provider previously unknown to the management team, and saved at least 10 hours of internal searching, reference checking and evaluation of capabilities.

Finance & Operations

Human Resources

Business Issue:

A client company was in process of changing its go-to-market approach and was unsure of how to evolve its compensation plan for its sales team to drive sales in the new operating environment.

BluWave Approach:

BluWave connected the leadership team with a leading pre-vetted boutique compensation advisory firm led by a professional who spent his career managing the compensation practice of a leading up-market consultancy.  This consultancy delivers world class insights and results at a cost that is appropriate for middle market budgets.

Client Benefit / ROI:  

BluWave identified a firm with similar skills as up-market alternatives, but much more appropriately priced advisor to help manage incentives during a critical period in the Company’s growth and development.  The management team also freed up countless hours while the BluWave team leveraged its network to efficiently connect to a better resource.

Business Issue:

Client company was inefficiently purchasing raw materials used in its production process, leading to cost disadvantages in its marketplace

BluWave Approach:

BluWave connected the operating company leadership team with the world's leading expert in procurement for its specific grade of raw material.  The group was able to share proprietary data, benchmark the operating company against industry peers and show them concrete opportunities to enhance their procurement.

Client Benefit / ROI:  

The Company knew that savings existed but never had the time to identify the resources and execute on the opportunity.  BluWave provided a force multiplier to the organization, enabling it to execute on a substantial value creation opportunity without losing focus on other key initiatives.

Operations

Sales & Marketing

Business Issue:

Client was a family run business in the healthcare insurance space.  The company had been successfully growing over time despite a passive sales and marketing approach, but was operating below full potential.  Management was seeking a progressive sales effectiveness advisor that was also very familiar with the health insurance market.

BluWave Approach:

BluWave leveraged its network to connect management with a boutique advisor led by the former head of sales force effectiveness for one of the top 5 healthcare insurance companies in the United States.  The firm not only brought world class expertise, but was also priced well below the up-market competitor.

Client Benefit / ROI:  

BluWave was able to introduce an industry specific group that delivered tremendous insights and also had the credibility to gain the trust of the management team.  Management also freed up countless hours while the BluWave team leveraged its network to efficiently connect to a better resource.

Business Issue:

Client management team was unhappy with existing background investigations firm due to increase in price and decreases in service

BluWave Approach:

BluWave connected the client with multiple providers that were very active in the marketplace, built for the speed of this client’s operations, and priced to serve middle market companies.

Client Benefit / ROI:  

Management knew it was receiving poor outcomes on this relatively low priority, but potentially high-risk, part of its hiring workstream.  However, it did not have the time/or resources to prioritize identifying alternatives.  The BluWave project freed them for strategic projects, and delivered an outstanding outcome.

Other G&A

Preparing for Sale

Business Issue:

Client was engaging an investment banker to sell their company in a competitive process.  They knew that they would need to be prepared to answer significant questions about the business and that any delays during the process could impact value. However, they did not have the internal expertise or manpower to sufficiently prepare for and support an aggressive sales process.

BluWave Approach:

We connected the company with expert interim resources to support financial modelling, market sizing, profitability analyses by customer and product, organization and categorization of customer contracts, organization of data rooms, and ad-hoc analyses during the sales process.  The expenses for preparation were one-time in nature, treated as add-backs and did not impact their representative historical earnings for valuation purposes.

Client Benefit / ROI: 

The client was prepared in advance for likely questions, enabling them to both run an aggressive, streamlined sales process and manage the business in the meantime.  The company had multiple interested parties that drove a purchase price at the top of their valuation range. 

Business Issue:

Company in the food industry was experiencing quality control and assurance issues, most of which were not being identified until after monthly financial closes. The internal operating team was unable to determine the causes of these issues, leading to significant loss of profits each month.

BluWave Approach:

BluWave quickly connected client with two operational performance improvement consulting firms with extensive expertise in their industry. Both firms demonstrated significant process and industry specific expertise in effectively resolving QA/QC problems and creating Six Sigma-based systems to ensure that any future problems could be identified and resolved quickly. The company interviewed 3 groups, 2 from BluWave and 1 from their network.  The two BluWave groups were deemed superior to their existing network and after further discussions selected a group from the BluWave network.

Client Benefit / ROI:

The BluWave-introduced group identified significant savings in the production process while also implementing a system that would mitigate QA/QC issues in real-time in future periods.  The private equity firm added two high quality operational performance groups to their “toolbox” for future use.

Operations

Ecommerce Marketing Strategy

Business Issue:

A client was seeking assistance to devise and execute an e-commerce go-to-market strategy to extend its B2C presence online.

BluWave Approach:

Within a day of receiving the proposed project, BluWave identified two highly-regarded consultancies from its network with strong experience in the e-Commerce strategy and execution space. BluWave vetted them for the specific use case, determined there was a strong fit and quickly connected client with the leadership of these firms.  

Client Benefit / ROI:

The service providers BluWave identified would have been very difficult to find and vet from the PE firm perspective due to unique needs and budget limitations. BluWave saved company personnel significant hours/days of searching and reference-checking. Client was able to cost effectively pursue a go-to-market strategy with a custom fit solution, enabling them to pursue a key pillar of their value creation strategy with more speed and confidence.

Business Issue:

Client was exploring new packaging design and structural engineering firms for a branded goods strategy.

BluWave Approach:

Using our deep expertise in the food space, BluWave was able to identify and connect this client with three design agencies and two structural design companies, all of which consistently serve some of the top food brands in the US & world.

Client Benefit/ROI:

The company had previously used other design agencies and structural engineers, but was unsatisfied with their prior experiences and looking to engage alternative service providers on these initiatives.  Client was unaware of the groups we connected them with. The client saved countless hours of searching and vetting, and was connected to innovative, highly-regarded boutique firms with successful track records in the space.

Sales & Marketing

Other G&A

Business Issue:

A company looking to invest in a niche specialty chemical space needed a market consulting firm to perform due diligence on a prospective target.

BluWave Approach:

BluWave’s researchers identified and vetted multiple companies that specialize in due diligence processes for specialty chemical companies. BluWave connected the client with leading experts in the target industry niche who were able to provide proprietary data and studies, industry insight, and market diligence and research.

Client Benefit/ROI:

The customer saved significant internal time on the search for these providers during a fast moving M&A process, and was connected with industry experts with specific expertise applicable to their need. This helped them to more accurately assess and navigate viable investment opportunities in a complex industry.

Business Issue:

A customer recently acquired a fast-growing tech company that lacked internal marketing capabilities, and required help with its specific and very technical product messaging.

BluWave Approach:

BluWave had a pre-established relationship with a top outsourced CMO service provider in its network, and vetted this advisor for relevant experience for this specific project. After determining that the advisor was a strong fit for the client’s needs and budget, BluWave made a quick introduction.

Client Benefit/ROI:

The advisor was able to design a strong marketing strategy to support our client’s specific messaging needs, fast pace of growth, and a future in-house marketing team at a price point compatible with its size, business stage, and budget.

Sales & Marketing

Technology

Business Issue:

A healthcare-focused client needed a firm that understood the healthcare ecosystem and could build outsourced software to manage data ingestion, perform data analysis and data mining, and present output in an easy-to-use UI/ UX interface.  The company previously used a generalist outsourced software firm that failed and urgently needed a strong alternative to meet customer demand.

BluWave Approach:

After a short discussion with the group overseeing the investment, BluWave was able to leverage its deep network in healthcare and technology to identify, vet, and connect client with three boutique software development firms with broad experience developing software for the healthcare industry.

Client Benefit/ROI:

The company was able to quickly connect and contract with a world-class provider of software development services, with relevant industry experience, and within the client’s tight budget and schedule.

Business Issue:

A client primarily focused on e-commerce businesses needed outside assistance to help devise a strategy for their complex supply chains and multiple DC’s and  eventually devise a plan for developing their own internal logistics management capabilities.

BluWave Approach:

Having already completed many projects in the supply chain space, BluWave was able to connect the fund with a go-to leading supply chain optimization company the same day.

Client Benefit/ROI:

The customer was previously unaware of this service provider and had been unable to identify a full spectrum supply chain management provider on its own. With supply chain logistics being essential to its investments, BluWave was able to provide the fund with an indispensable resource.

Operations

Human Resources

Business Issue:

A mid-sized company had recently acquired several of its smaller counterparts, but the lack of a consistent HR processes across these companies was hurting its ability to manage the firm effectively.

BluWave Approach:

BluWave connected this client with a boutique HR consulting firm that specialized in building and implementing custom HR management processes for middle market companies during and after mergers and acquisitions. 

Client Benefit/ROI:

The company knew that inconsistencies existed, but didn’t have the network or capacity to identify resources to resolve these unique issues on their own. BluWave was able to save the company valuable time to focus on more pressing aspects of merger integration and move forward with their value creation plan with more speed and certainty.