How to Test a Target's AI Claims before the IC Vote
Two different assessments both get called AI readiness diligence. One tests whether the target's AI claim holds. The ...
Sean is the Founder and CEO of BluWave where he leads overall strategy and related sales, marketing, and operational activities.
Sean is a ~20-year veteran of the private equity industry. Prior to founding BluWave, he was a Partner and member of the Investment Committee of SFW Capital Partners, a leading middle market private equity firm in New York specializing in information, data, and network enabled businesses. At SFW, he managed the origination, assessment, execution, and ongoing support of portfolio company investments.
Sean received his MBA from Columbia Business School and BSBA from Georgetown University.
Two different assessments both get called AI readiness diligence. One tests whether the target's AI claim holds. The ...
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A high-growth healthcare fulfillment organization saw performance lag despite heavy warehouse automation investment. ...
A PE-backed automotive aftermarket platform needed to place a VP of Sales, and BluWave connected them to an executive ...
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A private equity firm, preparing to undertake a series of acquisitions, required a fractional interim chief financial ...
A private equity firm was preparing to exit a fast-growing, multi-location technology portfolio company. With strong ...
A private equity firm was preparing to exit a fast-growing, multi-location technology portfolio company. With strong ...
When the CFO of an investigations and due-diligence firm resigned unexpectedly, the PE sponsor needed an interim leader ...
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A PE firm carved out a nine-figure global payroll and HCM-services business from a multi-billion-dollar parent. With ...
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A southern-based electronics distributor faced the departure of its CFO and needed an interim leader to oversee ...
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While finalizing its acquisition of a family‑run industrial IoT business serving restaurant chains, the company needed ...
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A B2B SaaS portfolio company needed a go‑to bench of interim CFOs to support its fast‑growing investments. The company ...
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A machinery portfolio company needed an interim CFO to cover its departing finance leader through the final stages of ...
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Following its acquisition of a private‑pay nurse registry business, the PE firm’s portfolio company needed a detailed ...
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The client, a private equity firm, wanted to begin an AI journey that genuinely improved efficiencies for their ...
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The client, a commercial products portfolio company in the distribution industry, sought to automate their manual ...
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The client, a private equity firm, sought to automate the extraction of information from numerous payroll documents. ...
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A private equity firm discovered that their recently acquired pension software company required stronger technical ...
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The client, a private equity firm, sought an operations diligence provider with expertise in the multi-family services ...
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The client sought to develop a comprehensive framework and optimization model for their existing warehouse utilization ...
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A private equity firm managing a portfolio company in the automotive services sector sought an offshore knowledge ...
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A marketing agency with nearly $100 million in revenue faced significant financial distress following fraud by a former ...
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A rail company backed by an infrastructure investment firm sought a reputable debt collection agency to recover $40,000 ...
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After acquiring a business in the event services space, the company identified gaps in its IT function and required ...
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A fast-evolving industrial equipment manufacturer with long-standing customer relationships recognized the need for ...
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A private equity firm exploring investments in the workers’ comp and payor services market sought a targeted ...
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A healthcare services company specializing in wound-care products aimed to expand its sales team and increase market ...
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The client required a structured, consistent approach to pricing to eliminate inconsistent discounts and optimize ...
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Over the past year, BluWave has collaborated with a prominent healthcare services firm, helping it tackle various ...
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A private equity firm investing out of a $400M fund sought a dedicated, full-time CFO to manage fund reporting, ...
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A contract manufacturer of consumer products sought a pricing strategy expert to guide its pricing negotiation, cost ...
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A lower middle-market private equity firm required a Spanish-speaking direct procurement consultant with expertise in ...
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A software company that serves boutique wellness studios wanted to improve its payment processing strategy. With ...
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A Houston-based energy portfolio company needed a new CFO to replace the current one, who was deemed inadequate for ...
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A software company that serves boutique wellness studios wanted to improve its payment processing strategy. With ...
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A business services company providing legal compliance services required support in optimizing its IT strategy. With an ...
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A middle-market private equity firm required a specialized real estate advisor to provide accurate valuations for two ...
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A private equity firm required a third-party growth strategy consultant to assess and optimize the commercial function ...
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A private equity firm required an expert to assess the technology and digital printing capabilities of a target company ...
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The client, a private equity firm, recently secured an investment in a healthcare provider specializing in in-home IV ...
A private equity firm required an experienced executive assessment and coaching team as it performed a variety of due ...
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A computer hardware portfolio company needed to reduce its insurance costs while maintaining the current terms. The ...
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A prominent private equity firm was exploring the acquisition of a manufacturer specializing in private label snack ...
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A rapidly growing veterinarian staffing firm required a COO to support the CEO by taking on direct reports and driving ...
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The private equity firm required high-level financial expertise to manage investor partnership accounting and ensure ...
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A transportation company needed a business unit lead with deep sector expertise to manage its complex operations. The ...
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A private equity firm needed a fractional CEO to guide its portfolio company, a low-speed vehicle manufacturer and ...
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An upper middle-market private equity firm needed to assess the digital marketing landscape for its home services ...
A lower-middle market private equity firm required a financial associate to provide essential financial support at the ...
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An independent roofing company needed a senior advisor to provide strategic guidance for their acquisition of two ...
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An independent physical therapy company needed a comprehensive Salesforce setup to leverage its capabilities for CRM ...
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A leading provider of LTL and truckload freight services needed an interim CFO to step in after their current CFO found ...
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A rapidly growing manufacturer of data center infrastructure, faced persistent challenges with inventory management and ...
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A healthcare subrogation portfolio company needed a software development partner to integrate pre-pay subrogation ...
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A B2B industrial manufacturing portfolio company needed a new digital marketing firm to rebuild its outdated website ...
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A vitamins and supplements manufacturer needed expert support to consolidate its three existing warehouses into a ...
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A private equity firm needed a marketing services firm to design professional marketing materials and create a product ...
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Faced with the challenge of building proprietary CRM and tech solutions, a machine-supply company required a ...
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A portfolio company required comprehensive operations diligence for an acquisition in the medical device space, ...
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Facing high inflation and variable demand across its portfolio, a private equity firm sought expert advice on strategic ...
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A portfolio company in the firewood industry required a comprehensive logistics review to ensure efficient warehousing ...
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The private equity firm needed to hire a highly qualified CEO for their portfolio company in the automotive supplier ...
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A private equity firm needed to enhance financial management and controls within its construction and engineering ...
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The client sought BluWave’s expertise to identify potential search partners to build out their sales team focused on ...
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The client, a leading provider of mental and behavioral health services, required a comprehensive strategy to unify ...
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Facing rapid expansion, a legal tech SaaS company needed to fill a critical controller position to manage its growing ...
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A private equity firm had multiple pressing needs across its holding companies. It needed a centralized resource that ...
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As a professional services firm aimed to scale from 100 to 1,000 employees, there was a critical need for strategic HR ...
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A private equity firm needed an interim COO for its recently acquired manufacturing portfolio company in the Southwest ...
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A sudden resignation left a private equity-backed metal fabrication company without its top accounting officer, ...
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Recently appointed as the director of business development at a private equity firm, the client was tasked with ...
A manufacturing-focused private equity firm was initially evaluating an acquisition target in the plastics production ...
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The private equity firm had just secured a letter of intent (LOI) for an investment in a health and wellness company ...
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A leading private equity firm faced the challenge of managing disparate systems across its portfolio companies, each ...
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A client deeply entrenched in the healthcare services industry, with a focus on clinical trial sites, recognized the ...
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A leading construction & engineering portfolio company faced a critical challenge: significant gaps in customer ...
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A leading provider of intelligent document automation for the mortgage lending industry, sought to elevate its B2B lead ...
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A leading hair products manufacturer sought to modernize its IT infrastructure and Electronic Data Interchange (EDI) ...
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A prominent manufacturer of load banks, essential for testing power supplies in data centers and other facilities, ...
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A financial services software platform, specializing in a range of lending services, faced the challenge of modernizing ...
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A lower middle-market PE firm, specializing in nurturing founder/family-owned businesses, identified a critical need ...
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The portfolio company, operating within the construction and engineering sector, required expertise in process mapping, ...
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An upper-market PE firm required a comprehensive sales and marketing strategy overhaul for its portfolio SaaS company, ...
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A PE-backed company specializing in direct mail and digital marketing services was in urgent need of a CRO/VP of Sales. ...
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A portfolio company in the LED lighting industry was experiencing significant sales challenges. Before investing in ...
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The portfolio company, a leader in e-commerce with the majority of its sales online, aimed to diversify its sales ...
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An upper-middle market PE firm sought to refine the sales strategy of its software technology portfolio company, ...
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An East Coast real estate investment firm required external expertise to evaluate a retail transaction involving the ...
A lower-middle market PE firm needed to initiate a search for a new CFO for its portfolio company in the retail sector, ...
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A newly acquired multi-million-dollar manufacturing business, specializing in sprayers and foamers for the food ...
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A tech-enabled business services company, rebounding post-pandemic with aspirations to exceed 9 figures in revenue and ...
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A PE firm was in urgent need of an interim CEO for its portfolio company in the industrial distribution space, ...
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A customer engagement platform company, specializing in software for transactional websites and mobile apps, sought to ...
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An upper-middle market PE firm required expert insights into the Software Composition Analysis (SCA) sector, focusing ...
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A lower-middle market PE firm urgently required an interim VP/associate level resource with skills in report writing ...
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The PE firm sought to enhance the board of its insurance portfolio company with individuals who had extensive ...
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An upper-middle market PE firm sought a solution to enhance its boot manufacturing and distribution portfolio company’s ...
BluWave Names Bertram Capital the 2026 Top Private Equity Innovator of the Year NASHVILLE, Tenn.--(BUSINESS ...
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Two small construction and engineering companies required a solution to gather data from various databases and present ...
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The client, a commercial staffing company, sought to enhance branch-level performance by identifying key profitability ...
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The PE firm required a robust data warehousing solution for a new veterinary software platform under LOI. The project ...