Insights on how clients engage and win with BluWave
PE firm urgently needs leadership coach for prep for sale process A PE vice president came to us with a critical need for leadership coaching services to build up one of their portco’s mid-level management teams in preparation for sale. Looking to exit the company within the next year and with several high performing mid-level […]
PE firm needs consulting group to improve sales and marketing functions A PE partner came to us with an urgent need for a boutique sales consulting group that could perform a sales diagnostic for their software portfolio company and help with org design for the company’s sales and marketing functions. With the head of marketing […]
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 firm critically needs merger integration experts A PE operating partner came to us with a critical need for a merger integration consultant to help them develop a playbook, provide resource coaching, and execute a planned merger of their existing portco with a new add-on in the software sector of the industrial services industry. With […]
Portco CEO needs to hire new Head of Sales The CEO of a residential services portfolio company came to us with a critical need for a recruiting firm that could source a Head of Sales for the company. The business’ primary focus was equipment rental, waste management, and construction; therefore, the CEO needed a candidate […]
PE founder needs ESG consultant for 3-year plan A PE firm founder came to us with a critical need for an ESG consultant that could help their firm develop an ESG plan and implement it across their portfolio. Having recently recognized the growing importance of ESG to GPs and LPs, they urgently needed a specialized […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Service Area: Operations Client Type: PE Firm Service Provider Type: Operations Diligence Specialist Industry: Real Estate For anyone looking to do diligence on a contractor, it doesn’t get better. They even built a 100-day plan. Couldn’t recommend more. -Vice President at PE Firm
Service Area: Operations Client Type: Portfolio Company Service Provider Type: Operations Diligence Consultancy Industry: Building Products Their mapping they use is exceptional and the people are great. The project lead has done very well but the overall of their platform is great as well. They are very engaging, happy with how they are working alongside […]
Service Area: Finance Client Type: Private Equity Firm Service Provider Type: Offshore KPO Firm Industry: Automotive
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