Jay Hernandez of Raymond James: M&A Process Best Practices
Jay Hernandez recently joined the Karma School of Business podcast, sharing his insights into the dynamic world of private equity. In his discussion with host Sean Mooney, Hernandez, an investment banker focused on industrial technology, talked best practices in mergers and acquisitions. He emphasized the importance or preparation, understanding buyer psyche and building trust and […]
What To Do When Your Service Provider is at Capacity
Connecting with a service provider you can trust is like looking for a great dentist. Once you find “the one,” you wouldn’t put your teeth in anyone else’s hands. The same goes for your business. After a successful engagement with a trusted third party, you save a lot of time by contacting them directly the […]
How to find the right-fit interim CFO for your growing business
I get asked a lot of questions about how to build a business, and how to do it with as few headaches as possible. Not that I’ve totally figured it out, but I’ve certainly made my fair share of missteps and gratefully have learned something along the way. From investing, to hiring, to reducing headcount, […]
Common Mistakes to Avoid When Preparing A Company for Sale
After a nearly 20-year career in private equity, I’ve learned to appreciate that it takes just as much work to effectively sell a company as it does to excellently buy a company. It’s also easy to slip up or not pay enough attention to vital steps that could profoundly change the final price upon sale. […]
Top 8 Best Practices for Preparing for a Value Maximizing Sale
In today’s competitive markets, private equity companies and their partners are being forced to pay record-high prices for investments in companies. To generate attractive returns, the private equity companies and their managers must create substantial value after closing. One effective way to create value is by running a highly prepared, efficient, and focused sales process. […]
BluWave Receives $14 Million Strategic Growth Investment led by Highmount Capital to Scale Market Network Platform for Private Equity Services NASHVILLE, Tenn. (October 29, 2025) – BluWave, the leading market network platform connecting private equity firms and their portfolio companies with top-tier boutique professional service providers and interim executives, today announced the close of a […]
In private equity, the CFO role is a pressure point. The person in that seat determines how quickly a portfolio company can turn plans into measurable results. A strong CFO builds systems that produce accurate data, uses that data to make sound decisions, and keeps both the CEO and investors aligned on what’s next. When […]
Interim CFO Private Equity Services: A Competitive Edge for PE Firms
Your portfolio company’s CFO just quit. Or maybe they’re simply not cutting it anymore. Either way, you need an interim executive that can handle the pressure of private equity ownership, and fast. This is where interim CFOs prove their worth. They’re not temp workers or consultants. They’re battle-tested finance executives who step in when PE […]
