Leeanna Nelson

DIVE BLOG 

Insights from the world of private equity, strategic consulting, and business intelligence.

IT Due Diligence: Technology, Software Industry

When a private equity firm is evaluating an acquisition target, they perform thorough due diligence before making any decisions. One part of the due diligence process that tends to come later in the process is information technology (IT) due diligence. While important in any industry, this practice is particularly apropos for companies in the technology software industry. “For companies that have kept up, they can have a significant competitive advantage,” BluWave Head of Technology Houston...
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PE Firms, Due Diligence

Portcos Show Outsize Growth Among Inc. 5000 Awardees

Private Equity and the American Economy The private equity industry has been a vital component of the American economy for years. PE firms invest in companies to improve their businesses and increase their value. BluWave, the Business Builders’ Network serving the world’s most proactive business builders, analyzed the 2023 Inc. 5000 list of America’s fastest-growing companies to understand the role the private equity industry is playing among those organizations. BluWave’s analysis revealed...
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Portco Collaboration Significantly Boosts Project Success Rates

An analysis of BluWave’s propriety data reveals that having a portfolio company stakeholder present during the project scoping and service provider-selection process meaningfully increases the likelihood of a private equity firm’s project moving forward. It also improves overall satisfaction with outcomes. More Likely To Proceed BluWave’s analysis of more than 1,500 private equity firm projects shows an 80 percent increase in the likelihood of a portfolio company moving forward with the PE...
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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 reputation. Here are some insights from their conversation. 3 Takeaways from Jay 1. M&A Preparation Hernandez...
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PE Firms, Prep For Sale, Deal Team

Revolutionizing Healthcare: Roles of AI, Machine Learning

The integration of artificial intelligence (AI) and machine learning in healthcare is poised to revolutionize the industry by enhancing efficiency, transforming medical education and augmenting the role of healthcare professionals. The latest Private Equity Insights Report from BluWave shows strong interest in AI data analytics as well as robust activity in the healthcare industry. LISTEN: The Window of Opportunity: Healthcare and PE Insights Scott Becker, founder of Becker’s Healthcare and...
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PE Firms, Operations, Value Creation

Why Private Equity Invests in People for Growth

Human capital is a driving force for growth in private equity. A recent BluWave-hosted webinar delved into three leading trends in this service area: The rise in human capital investments The importance of specialized recruiters Here are some insights into these topics from Account Executive Evan Garoutte and Research and Operations Consultant Taylor Lee. Human Capital Emphasis The trend of investing in people for growth continues to gain traction. READ MORE: Why Hire an Interim CFO “Human...
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Human Capital, PE Firms, Value Creation

Scott Estill of Lancor: Human Capital’s Evolving Role in Private Equity

Scott Estill recently joined the Karma School of Business podcast, sharing his insights into the dynamic world of private equity, with a focus on human capital. In a captivating discussion with host Sean Mooney, Estill, a seasoned professional with a wealth of experience in executive search and private equity, discussed the transformative trends shaping the landscape of talent acquisition and management. He emphasized the essence of human relationships, the mutual selection process in...
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Human Capital, PE Firms, Value Creation

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, on the Karma School of Business podcast. Let’s take a closer look at what Mooney and Mesanza had to say about the importance of cash flow, and how private equity firms think about this crucial...
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Value Creation, Finance

Making Life Easy for Human Capital Leaders

BluWave understands the urgency and sensitivity around the work human capital executives perform. That’s why we provide a curated suite of resources specifically designed for HR leaders to drive unprecedented value in their organizations. CASE STUDY: Diversifying Talent in a Digital-First Consumer Products Startup Our Business Builders’ Network not only understands your unique challenges but also provides tailored, bespoke solutions for talent leadership. CASE STUDY: Controller with Leadership...
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Human Capital, Value Creation, PE-Backed Companies

Interim Executive Best Practices: Trends in Short-Term Leadership Roles

Why should a business use an interim executive? It can be a great way to bridge the gap between full-time hires, give a potential long-term hire a “tryout,” train up less experienced candidates, guide a company through a crisis or even prepare a business for sale. Whatever the case, interim CFOs, CMOs, CHROs, COOs and the like can be money well invested. To get the most out of these temporary executives, though, businesses need to have a plan. BluWave’s Richmond Donnelly discussed the best...
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PE Firms, Prep For Sale, Operations

How To Raise Prices Strategically with Sales Team Buy-In

When input costs increase, businesses must adjust their pricing strategy accordingly. But it’s not as simple as passing along those costs to the consumer. First, the sales team must buy in to the new strategy. (This can be particularly challenging for private equity firms and their portfolio companies.) Secondly, you must do so in a way that doesn’t scare off the customer. But as BluWave CEO and founder Sean Mooney discussed with ParkerGale’s Cici Zheng on the Karma School of Business podcast,...
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PE Firms, Operations, Value Creation

What Makes a Commercial Due Diligence Firm ‘Specialized’?

Private equity firms face fierce competition for new deals. Even when the economy is strong, there could be dozens of groups vying for the same target. When the deal market is stagnant, though, it can seem impossible to find a viable acquisition, let alone have the winning bid. BluWave founder and CEO Sean Mooney encountered this challenge in his nearly 20 years in private equity. “As the competitive tension of supply and demand intersected in private equity with more and more capital under...
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PE Firms, Deal Team, Due Diligence

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