CASE STUDIES

Insights on how clients engage and win with BluWave

Senior Advisor To Optimize Software Composition Analysis Strategy

Service Area: Human Capital Client Type: Upper-Middle Market PE Firm Service Provider Type: Senior Advisor Industry: Technology – Software He reads everything you send to him; he’s very informed about the space – he was able to discuss things at a technical level and at an overall strategy level. He could tie the big picture […]

PE Firms
Deal Team
Due Diligence
Medical full body screening software on tablet and healthcare devices

Strategic Buy-Side Search in Healthcare Services

Industry: Healthcare Services Service Area: Commercial Due Diligence Client Type: Lower-Middle Market Firm Service Provider Type: Buy-Side Advisory Firm This was a good firm to work with. They were organized and professional. We would recommend them to other clients. Partner at PE Firm

PE Firms
Deal Team
Due Diligence
A black employee giving analytics report presentation in business meeting, showing statistics data on digital board screen. Office worker marketing research, strategy planning

Market Study for Financial Services Acquisition Target

Service Area: Commercial Due Diligence Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Strategy – Market Study Industry: Professional Services Great communicators with a strong command of the materials and the mandate. Director at PE Firm

PE Firms
Deal Team
Due Diligence
Commercial airplane flying above blue sky and white clouds.

Navigating an Intercontinental Aerospace Merger

Service Area: Merger Planning & Integration: Post Merger Integration Client Type: Middle Market Private Equity Firm Service Provider Type: Post Merger Integration Consultant Industry: Manufacturing: Aerospace

PE Firms
Deal Team
Due Diligence

Manufacturing Growth through Market Insight Diligence

Service Area: Commercial Due Diligence: Market Study Client Type: Middle-Market Private Equity Firm Service Provider Type: Market Research Firm Industry: Manufacturing

PE Firms
Deal Team
Due Diligence
healthcare dashboard

Healthcare-Focused Finance Consultant for Portco

Service Area: Financial Modeling & Analysis Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Independent Consultant with Financial Expertise Industry: Healthcare We had a great experience with the consultant. My key feedback is that he has a great temperament and worked well with us and management. He has an ability to work independently […]

PE Firms
Deal Team
Prep For Sale

HVAC Industry Experts Set Up PE Firm’s Portco Exit

We recommend the service provider for anything in the built environment. The team was great. Everything was great. They clearly knew the space. I’d use them again. PE Firm Principal

PE Firms
Deal Team
Prep For Sale
interim controller

Recruiter for Interim Controller Critically Needed

Firm had immediate need for interim finance recruiting firm with SaaS experience A PE partner came to us with a vital need for a recruiting firm to place an interim controller in their software portco. The recent departure of their previous controller and senior accountant left the PE firm in urgent need of an interim […]

PE Firms
Deal Team
Value Creation
digital marketing

Critical digital marketing independent contractor to advise software portfolio

Firm needs consultant to enhance digital marketing efforts across portcos A PE managing director came to us with a critical need for a product marketing and positioning independent contractor who could advise several of the tech and software companies in his firm’s portfolio on their digital marketing efforts. With the digital world evolving quickly, the […]

PE Firms
Deal Team
Value Creation
Medical full body screening software on tablet and healthcare devices

Quality of earnings provider needed for healthcare target

On-site quality of earnings provider needed immediately A PE firm associate came to us with a critical need for a provider to perform quality of earnings diligence on a target healthcare company. With their go-to providers booked up, they urgently needed a provider with capacity to quickly assess the company’s YTD financial and operating information […]

PE Firms
Deal Team
Due Diligence
Interim CFO carveout

Interim CFO Crucially Needed for Portco Carveout

Firm needs interim CFO to lead carveout A principal at a PE firm came to us with a critical need for an interim CFO to lead the carveout of a manufacturing company that they had just signed on. With closing occurring in 60 days and a 12-month TSA that would then begin, the firm urgently […]

PE Firms
Deal Team
Value Creation
Environmental Diligence

Environmental diligence critically needed for target

Evaluating target company, firm needs environmental diligence provider A PE firm managing director came to us with a critical need for an environmental diligence provider to assess a target company they had in the manufacturing sector. Having recently signed an LOI, the firm had 60 days to quickly perform extensive diligence on all areas of […]

PE Firms
Deal Team
Due Diligence

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