CASE STUDIES

Insights on how clients engage and win with BluWave

Value Creation

Full value creation vitally needed for carveout

Firm needs value creation providers across services A PE firm came to us with a critical need for multiple value creation providers for a recently acquired manufacturing portco. A new carveout from a large company, the firm needed to engage multiple providers to aid with the carveout process over the next 14 months before the […]

PE Firms
Operations
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
FDA Compliance

Compliance group urgently needed for quality control process

Urgent need for FDA compliance group A PE firm’s principal of operations came to us with a critical need for a compliance group that could help them assess a target pharmaceutical manufacturing company’s FDA-certified quality control process. Working on a fragile deal, the firm needed an expert provider who could assess the company’s processes in […]

PE Firms
Operations
Value Creation
Leadership Coach Image

Leadership coach vitally needed for new CFO

Leadership Coach needed to mentor new CFO A PE firm principal came to us with a critical need for a CFO consultant for their manufacturing portco. Since their seasoned CFO left the company around a year ago, a young, less experienced CFO entered the leadership role. Having never been a CFO before, the firm needed […]

PE Firms
Deal Team
Value Creation
Specialized Diligence construction

Top specialized diligence providers critically needed

Firm needs specialized providers across their diligence provider matrix to assess target A PE firm investment team came to us with a critical need for a full set of industry specialized diligence providers that could assess their target in the commercial roofing space. Having recently received the deal under LOI, the firm was preparing a […]

PE Firms
Deal Team
Due Diligence
Technology Diligence

Technology diligence critical for target company

Partner needs technology diligence for software target  A PE firm partner came to us with a critical need for a technology diligence group that could assess a target software company. Hoping to close on the target company soon, the partner needed to evaluate the quality of the code, the transportability of the software, and the […]

PE Firms
Deal Team
Due Diligence
Cost reduction

Cost reduction group hired to analyze legacy supply contracts

Cost reduction group needed to immediately cut costs A private equity firm acquired a leading plastics company that designed and manufactured innovative plastic-injection-molded products. The firm believed there was room for improvement and cost reductions in the company’s supply contracts. Still, it lacked certainty given the nature of the portfolio company’s products and its specific […]

PE Firms
Operations
Value Creation
Interim CHRO software

Interim CHRO Urgently Needed for Software Portco

Firm needs top interim CHRO for fast growing portco  A managing director came to us with a critical need for an interim CHRO for their software portfolio company. Having recently experienced meaningful growth through M&A, the portfolio company urgently needed a top interim CHRO to act as a strategic HR partner to the CEO and […]

PE Firms
Human Capital
Value Creation
Human Capital

Interim CHRO Urgently Needed for Professional Services Portco

Interim CHRO needed for high growth, professional services portco  A PE firm managing director came to us with a critical need for an interim CHRO for their professional services platform. Combining three companies to make the platform, the firm urgently needed a PE-grade interim head of HR to deal with contracts, advise future state systems, […]

PE Firms
Deal Team
Value Creation
interim CHRO healthcare

Critical CHRO To Step in as Interim Support

Strong interim CHRO needed to lead HR in healthcare services portco A proactive healthcare services company came to us with a critical need for an interim CHRO. With the current head of HR leaving and the recruiting process taking longer than normal, the healthcare services company needed a strong HR leader with role and industry […]

PE-Backed Companies
CEOs
Value Creation

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