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June 2021 Roundup: BluWave Private Equity Client Insights

July 7, 2021

By: Kyle Johnson

BluWave works with over 500 PE funds from around the globe, connecting them with pre-vetted, best-in-class, interim executives and small groups across a variety of resource and functional areas. From information technology and manufacturing to healthcare and consumer goods, our clients are paving the way for “Industry 4.0.” In other words, they have their heads in the game and their hands on the pulse of news you can use.

Check out the latest, curated collection of reports, insights, and musings from a handful of our PE funds.

Baird Capital’s venture team partner, Benedict Rocchio, was tapped for a Crain’s Chicago Business roundtable on the future of work. In this recap, he shares his thoughts on “solutions, strategies, and resources shaping the future of work and what business leaders should anticipate for their organizations.”

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To realize the benefits of an add-on acquisition, the acquiring business and the acquired company need to integrate. Simply put, “Integration is the work to make the whole greater than the sum of its parts.” In this post, Heartwood lays out the four key priorities of their integration playbook: strategic alignment, communication, collaborative planning, and integration competency.


This month on ParkerGale’s Private Equity Funcast, Jessica Pfeifer, General Manager and Co-Founder of Wootric, an InMoment Company, talks about Net Promoter Scores (NPS) and measuring customer loyalty. Speaking with ParkerGale Operating Principal Cici Zheng, Pfeifer helps to examine how ParkerGale uses NPS throughout the lifecycle of an investment, from due diligence, during a hold period, and prior to the sale of a company.


As more and more high-value services are performed through digital channels and tracking becomes a “must,” many fintech applications are turning to identity verification to comply with ‘Know Your Customer (KYC) regulation. In this case study, TCV explores its new company Trulioo’s mission to become the first global end-to-end identity verification platform by introducing AI/ML functionality and additional software applications.


You can also find last month’s roundup here.