CASE STUDIES

Insights on how clients engage and win with BluWave

Immediate Board Member for CEO Support with Niche Expertise

Service Area: Board Member Client Type: Lower-Middle-Market PE Firm Service Provider Type: Senior Advisor Industry: Manufacturing We are uniquely equipped to move quickly for midmarket companies. We have a network of thousands of PE-grade individuals, specifically geared for midmarket companies, that we can tap into in order to connect a firm with the exact-fit board […]

PE Firms
Deal Team
Value Creation
Interim CTO

Immediate Interim CTO To Remediate Portco’s Tech Stack

Recent healthcare TPA acquisition needs interim CTO A PE firm VP came to us with an immediate need for an interim CTO for their recent healthcare TPA acquisition. Having recently closed on the portco, they were looking for an individual that could help them remediate and roadmap the company’s tech stack. They urgently needed an […]

PE Firms
Deal Team
Value Creation
ERP consultant manufacturing

Crucial ERP selection & implementation consultant to integrate disjointed systems at portco

Large Cap firm needs ERP consultant with industry expertise A VP at a Large Cap firm came to us with a critical need for an ERP consultant for one of their portcos. Since the acquisition, the PE firm knew that the company’s disjointed tech stack would need to be integrated. The portco CFO’s role specifically […]

PE Firms
Deal Team
Value Creation
specialized recruiter

Critical staffing & recruiting firm to hire low-level sales language supports

Critical need for specialized recruiter for international hires A PE firm VP came to us with a critical need for a specialized recruiter for their fintech portfolio company. As part of their growth strategy for the portco, they were gearing up to expand into more geographies, so they were in urgent need of language supports […]

PE Firms
Human Capital
Value Creation
Procurement Consulting group

Procurement consulting group critical for COVID & inflation-related supply chain issues

Food and beverage portco critically needs procurement consulting group A PE firm VP came to us with a critical need for a raw materials procurement strategy consulting group for their food and beverage portco. Having recently acquired the platform that was growing rapidly, they needed a group that could develop and implement a sophisticated purchasing […]

PE Firms
Operations
Value Creation
MSP

Vital MSP to optimize and monitor Azure

PE Firm and portco contact BluWave for MSP need An LMM PE firm ops partner and portco CFO came to us with a critical need for an IT Managed Services Provider (MSP) that could optimize and monitor the portco’s needs in the Azure development space. With past reliance on a small team that set everything […]

PE Firms
Finance
Value Creation
Interim CFO

Interim CFO To Support Current CFO During Add-On Acquisition

Interim CFO needed for post-close accounting support at portco A CFO at a PE-backed consumer products portco came to us with an urgent need for post-closing accounting support for an add-on acquisition the firm was about to close on for the portco. With the add-on about to close, there was an immediate need for an […]

PE Firms
Finance
Value Creation
Digital transformation

Critical need for firm to lead digital transformation of portco

PE firm needs group to lead digital transformation for portco A VP at a LMM PE firm came to us with a critical need for a group that could lead their transportation portco through a full digital transformation project. With the portco’s field service division expanding rapidly and potentially tripling in size soon, they were […]

PE Firms
Operations
Value Creation
commercial due diligence and GTM

Dual Commercial Due Diligence, GTM Provider Vitally Needed

PE Firm needs commercial due diligence and GTM strategist for construction target A PE firm managing director came to us with a critical need for a commercial due diligence and GTM strategy provider for a target they had in the construction industry. Since identifying this target, they were looking for a group that could quickly […]

PE Firms
Deal Team
Value Creation
operational performance and improvement consultant

Critical ops performance & improvement consultant to increase warehouse efficiency

Managing partner needs operational performance and improvement consultant for warehouse redesign A PE firm managing partner came to us with a critical need for an operational performance and improvement consultant that could evaluate and redesign the existing layout in one of their manufacturing portcos’ warehouses. Since acquiring the portco, the PE firm had discovered that […]

PE Firms
Operations
Value Creation
pricing consulting firm

Critical boutique pricing consulting firm need

Pricing consultant essential for value creation in portco A PE firm vice president came to us with a critical need for a pricing expert that could help several of their portcos in the manufacturing industry. Facing pricing challenges such as trouble getting price increases from procurement groups and historical company cultures of not raising prices, […]

PE Firms
Deal Team
Value Creation
Senior Advisor

Senior advisor with pharmacy expertise immediately needed

Senior advisor vitally needed for healthcare services portco A PE firm came to us with a critical need for a senior advisor for their healthcare services pharmacy company. Having recently acquired the company and already struggling with direct specialty contracts, they urgently needed someone to help on the payor side. They were looking for a […]

PE Firms
Deal Team
Value Creation

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