DIVE BLOG 

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

VP Priorities: Add-On Acquisitions, Portfolio Value Creation

How are private equity firms confronting slower deal flow in 2023? And why is portfolio value creation activity so high? These were among the hot topics in the latest BluWave-hosted VP forum March 7. Patrick Murray of Compass Group Equity Partners, Sam Yang of Gauge Capital and Larry Flanagan of Great Range Capital teamed up for the virtual event. Interested in attending a future forum event? Email events@bluwave.com Here are some highlights of what was discussed. Add-On Acquisitions We’re...
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PE Firms, Other Functional Leads

Product Vision Roadmap: What is it?

A product vision roadmap defines your vision and strategy, creates your product roadmap, gains alignment and buy-in, and tracks progress and re-aligning. These steps serve as a guide for your team and key stakeholders throughout the product vision process. Let’s take a closer look at each phase. Define Your Product Vision and Strategy Defining your product vision is the first step in creating a roadmap. It should explain the purpose of your product, how it aligns with your company’s vision, the...
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PE Firms, Operations, Value Creation

Women in PE: Work-Life Balance, Diversity, Collaboration

Private equity has traditionally been a male-dominated industry, but things are changing. In a recent Women in PE virtual forum hosted by BluWave, four leading women in private equity discussed their experiences and offered insights on topics like work-life balance, diversity and effective networking strategies. Interested in attending a future forum event? Email events@bluwave.com Here are some of the top takeaways: I. Recruiting Diverse Talent The speakers discussed the steps their respective...
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PE Firms

In the Know: Optimizing the Finance Function

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: Technology: After an acquisition, portfolio companies incur debt that they need to measure against for the duration of the hold period. To effectively measure financial goals like these, companies need a robust, PE-grade...
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PE Firms, Value Creation, Finance

SEO Recruitment: Hiring Organic Search Experts

Are you looking to recruit an SEO expert? A strong organic search presence is a great way to attract new readers, users or clients. As you rank higher on search engine results pages (SERPs), you can usually expect more traffic, conversions and revenue. But it’s important to have the right person in place to lead these efforts. What is SEO? Search engine optimization, or SEO, is the process or strategy behind improving a website’s content so that it organically ranks well on search engines like...
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PE Firms, Value Creation, Other Functional Leads

Data Warehouse Types: How To Choose the Right One

A data warehouse is an essential tool for businesses that need to manage large amounts of data. With the advent of big data, data warehouses have become even more critical for making the right data-driven decisions. But with so many different types of out there, it can be tough to figure out which one is the best fit. Having an expert service provider help with the process can save you a lot of time. Let’s discuss the different types of data warehouses: enterprise data warehouses, data marts,...
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PE Firms, Operations, Value Creation

Post-Merger Integration: Framework, Keys to Success

Mergers and acquisitions (M&A) are not simply financial transactions. They involve complex changes in organizational structure, culture, systems and processes. The post-merger integration (PMI) process is a critical component of any M&A deal. PMI refers to the process of integrating two or more organizations after a merger or acquisition. With the right strategies and framework in place, businesses can ensure a smooth transition. Let’s discuss some of the key aspects of this challenging...
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PE Firms, Operations, Due Diligence

What is Technical Debt in Due Diligence?

Technical debt doesn’t always get a good rep, but it’s not black and white, either. There are both benefits – usually early on – and consequences, which accumulate with time. As part of their IT due diligence process, many private equity firms take a hard look at the technical debt they might incur. That means it’s just as important for portcos, as well as private and public companies, to understand what they have on their hands before engaging in a potential sale or transaction. In addition to...
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PE Firms, Deal Team, Due Diligence

Business Intelligence Infrastructure: What is it?

As businesses become more data-driven, the need for a robust business intelligence (BI) infrastructure becomes increasingly crucial. With the right infrastructure in place, organizations can unlock insights that inform their decision-making and give them a competitive edge. Let’s explore the key components of a BI infrastructure and why they matter. Data Storage and Management Businesses must ensure they have the right data management systems in place to efficiently store, process and manage...
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PE Firms, Value Creation

BluWave Awards 2023: ParkerGale is PE Innovator of the Year

We’re proud to announce ParkerGale Capital as Innovator of the Year in the second annual BluWave private equity awards. The Chicago-based firm was selected for its for exemplary innovation and leadership. “We are proud to be recognized by BluWave for our approach to acquiring and improving small software companies,” said Devin Mathews, founder and Partner of ParkerGale Capital. “Since our founding, we have worked hard to deliver results through building an organization that deeply integrates...
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PE Firms

Challenges of Mergers and Acquisitions: Why They Fail

The majority of mergers and acquisitions fail. But why is that? This can happen for many reasons: disunity, lack of communication, impatience, poor due diligence. In any case, many of these failures can be avoided, either by better planning, or by calling off the engagement when the two sides realize it’s not meant to be. We’re going to look at some of the more common reasons mergers and acquisitions fail, along with some potential solutions. Success/Failure Rate of Mergers and Acquisitions...
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PE Firms, Deal Team, Due Diligence

Sales Due Diligence: Revenue Streams

Sales due diligence is an essential aspect of the investment process for private equity firms. It not only helps PE firms evaluate the financial health of a target company, but it can also uncover hidden revenue opportunities. READ MORE: What is Commercial Due Diligence? Understanding the Revenue Streams of a Target Company Before a PE firm can maximize a target company’s revenue streams, it must first understand them. Analyzing the company’s financial statements and sales data gives a clear...
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PE Firms

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