Fractional CFO vs Interim CFO: Key Differences & When to Hire
A fractional CFO is an experienced chief financial officer who works part-time – typically a few hours to days per week – providing strategic finance leadership, cash-flow oversight, and investor-level reporting at a fraction of the cost of a full-time executive. The fractional CFO has become an increasingly popular option for businesses seeking experienced financial leadership without […]
Cash Flow: Importance for Businesses, Portfolio Companies
Why might a good company fail? It’s often as simple as running out of cash. That’s why it’s so important that business leaders not only understand what cash flow is but also keep a close eye on it. BluWave CEO and founder Sean Mooney touched on this topic with Gabe Mesanza, partner at Huron Capital, […]
Outsourced Bookkeeping Services: Third-Party Accounting Help
At the heart of every thriving business lies meticulous bookkeeping. As businesses strive for operational efficiency, they increasingly turn to outsourced bookkeeping services. This strategic shift allows them to tap into a wealth of expertise not readily available in-house and to free themselves from the time-consuming complexities of financial management. In the face of a […]
Effective B2B Debt Collection Strategies for Improved Cash Flow
Efficient B2B debt collection practices are essential for maintaining a healthy cash flow and ensuring the growth of a business. In today’s competitive market, many organizations offer generous terms on accounts payable to win over customers. This approach, however, may not always be sustainable, especially given changing trends and future concerns. Let’s talk about the […]
Q1 2023 BluWave Insights: HR, Tech Take Center Stage
Every quarter our team analyzes the projects we work on with our 500+ PE firm clients to get a bird’s eye view of the market. We recently compiled our Q1 2023 findings into our BluWave Insights Report. You can request your copy and our client coverage team will be in touch. Key findings from Q1 […]
Machinery Finance: Process From a high-level point of view, there are four steps to the machine tool financing process. 1. Apply You apply for financing from an institution. Whether you’re seeking a few thousand dollars, or millions upon millions, this is the first step. 2. Get Approved After the financial institution reviews your application, hopefully […]
Industrial Pricing: Strategies for Manufacturing Businesses
Manufacturing pricing strategies are top of mind for businesses in this transitionary economy. Industrial pricing has becoming more competitive than ever as margins shrink and supply chain problems persist. “BluWave is seeing an increased number of resources allocated to competitive pricing analysis from our private equity clients and their portfolio companies,” BluWave co-head of operations […]
Automating Accounts Payable: Benefits of the Best Software
What is AP Automation Software? Accounts payable (AP) automation software is a multifunctional tool that assists businesses in optimizing and automating their accounts payable operations. This can involve activities such as processing invoices, matching purchase orders, and reconciling payments. AP automation software has the potential to reduce risk, increase precision, and save time and money […]
What is ERP (Enterprise Resource Planning)? Enterprise Resource Planning (ERP) software streamlines business processes by coordinating data flow across an organization. It provides a single source of truth and optimizes operations. They are used to manage everyday business activities such as finance functions, compliance, risk management, retail, supply chain and HR. How To Extract Data […]
What Do Pricing Consultants Do? Pricing consultants help businesses maximize profits based on researching trends, competitors, customer behavior and more. The goal is to maintain high demand and revenue generation without sacrificing quality, loyalty or perception. Setting the right price for a product or service is a key factor in maximizing profit margin. It can […]
By evaluating the technology, processes, and people within the finance function of their portcos, private equity firms can make informed decisions that can lead to improved financial performance and increased profitability. Here are a few ways they’re already doing so: If you or your portcos have a finance need, or any other third-party need, contact our […]
As part of an ongoing series, we’re sharing real-time trending topics we are hearing from our 500+ PE firm clients. In our most recent installment, Jeremy Yoder, a BluWave Strategic Account Executive, shares how to action BI & Analytics experts, detailing the different use cases firms and other proactive companies have for bringing in data […]
Interim Controller Guide: When, Why & How PE Firms Secure Temporary Finance Leadership
An interim controller provides immediate, temporary financial leadership to stabilize accounting operations, ensure compliance, and maintain reporting continuity during transitions – delivering PE-grade expertise without the long-term commitment of a permanent hire. When portfolio companies face financial leadership gaps, private equity firms need swift, effective solutions that maintain operational continuity without compromising quality. An interim controller […]
BluWave Awards 2025: Alpine Investors is PE Innovator of the Year
We’re proud to announce Alpine Investors as Innovator of the Year in the fourth annual BluWave private equity awards*. The San Francisco-based firm was selected for its for exemplary innovation and leadership. “Innovation is at the heart of everything we do at Alpine,” said Graham Weaver, CEO and Founder of Alpine. “Building a culture of innovation […]
BluWave Awards 2025: Top Private Equity Innovators
We’re proud to announce the fourth annual Top Private Equity Innovators with the 2025 BluWave Awards*. “We’re regularly asked by market leaders about the best practices that are being embraced by the most innovative private equity firms,” said BluWave founder and CEO Sean Mooney, talking about the impetus for creating the awards. Learn more about […]
