Quickly perform digital marketing due diligence on new business

Firm quickly needs digital marketing diligence on target

Understanding the digital landscape has never been more important. Our PE firm client needed a resource to perform digital marketing due diligence for an e-commerce-enabled aftermarket products business. To build confidence in the investment, our client needed to know more about the target’s SEM, SEO, user experience (UX), and transaction process (mobile versus desktop, etc.) capabilities, as well as gain clear insight into the state of the platform itself. Additionally, the client required a quick turnaround time.

BluWave identifies top expert groups to perform diligence

BluWave utilized its extensive experience helping other PE funds with similar digital diligence requirements to intimately understand our client’s needs. Immediately following our scoping call with the PE firm, we connected our client with three expert groups from our invitation-only Intelligent Network. Each one had extensive experience with digital marketing due diligence—particularly in the areas of SEM, SEO, UX, conversion path analysis, Google Analytics, and GTM.

Client engages ideal provider, gaining insight on target

Our client efficiently selected an expert PE-grade group with specific experience in the target’s industry as well as best-in-class e-commerce/online retail experience. Beyond digital marketing due diligence expertise, this group also understood the target’s specific tech stack. The PE firm was able to assess the company with unique insights that enabled them to quickly close on the investment opportunity.

How We Did It: Commercial Due Diligence Case Study

Our PE Fund client needed to understand the viability of a home furnishing e-commerce business. Tapping into our invitation-only Intelligent Network, we specifically vetted and introduced multiple best-in-class groups to match the client with a specialized third-party resource with extensive online retail experience. Within two days, we successfully paired the client with a group that was able to quickly deliver PE-grade results at an attractive price level.

For the full story, read the case study here.

Niche eCommerce Resource within Specific Budget Criteria

Firm came to us with need for expert e-commerce resource

A PE firm approached us to connect them with a specialized expert third-party resource with extensive online retail experience. More specifically, the firm wanted expertise with Amazon and Wayfair metrics in order to understand the viability of a home furnishing e-commerce business. In under three weeks, they needed to perform a competitive analysis, gain insight into key areas of the business, understand where the company could improve, and determine whether their recent explosive growth was sustainable over the next three to five years or based only on variable market conditions.

BluWave connected firm to PE-grade providers

After our initial assessment phase, we specifically vetted and introduced multiple best-in-class groups from our invitation-only Intelligent Network that had excellent e-commerce commercial diligence practices, including significant experience with Amazon, Wayfair, and several other online marketplaces. The selected group had the ability to quickly complete its work and deliver PE-grade results at an attractive price level below larger, more generalist competing alternatives.

PE firm engaged provider to gain insight into target

Within two days, we connected the PE firm client with our third-party resource. In turn, the firm retained the group and quickly assessed the viability of the home furnishings ecommerce business. With the due diligence performed, the firm gained a differentiated understanding of the company’s overall risk profile, opportunities for growth, and how they were positioned in the market.

Commercial Diligence Needed for Healthcare Target

Commercial diligence provider urgently needed for healthcare target

A PE firm client came to us with an urgent need for a provider to perform commercial due diligence on a healthcare target they had in the skilled nursing and assisted living facilities space. With an IOI on the company, the PE firm needed to understand how the business was changing in light of the COVID-19 pandemic. The PE firm needed a provider to give them insights into the impact COVID-19 specifically had on admissions rates as well as administrative processes. The information needed to be collected across six states and they needed the answers in less than two weeks.

BluWave identifies top providers with healthcare expertise

Leveraging our founder’s 20 years in private equity, we have extensive frameworks for assessing PE-grade commercial due diligence needs. BluWave utilizes technology, data, and human ingenuity to pre-map, assess, monitor, and maintain deep pools of commercial due diligence providers that uniquely meet the private equity standard. We interviewed the PE firm to understand their specific key criteria, and then connected the client with select pre-vetted commercial due diligence providers from our invitation-only Intelligent Network that fit their exact needs.

Firm engages provider and gains insight into target

Quickly after the initial scoping call, the PE firm and portfolio company were introduced to select single-shingle commercial due diligence providers with deep expertise in skilled nursing and assisted living. The client selected their ideal choice and the consultant worked quickly to provide the PE firm with the insights they needed to make an informed decision and confidently act on a unique opportunity to acquire the healthcare provider during an otherwise uncertain time.