CASE STUDIES

Insights on how clients engage and win with BluWave

voice of customer research

Voice of Customer Research Critical for Add-On Acquisition

Local Voice of Customer research provider needed for acquisition evaluation An IT staffing company came to us with a critical need for Voice of Customer research to be done on an add-on acquisition target they were evaluating. Looking to grow their company via this acquisition, they were interested in engaging a provider that could conduct […]

PE-Backed Companies
Other Functional Leads
Due Diligence
Prep for sale healthcare

Imperative Sales Force Effectiveness and GTM Strategy Needed

PE firm urgently needs to assess effectiveness of sales team at healthcare portco A middle-market PE firm Partner came to us with a prompt need to assess the existing sales team and go-to-market strategy at one of their portfolio companies that provides medical equipment and asset management services to the healthcare industry. The founder-owned portco […]

PE Firms
Deal Team
Value Creation
IT due diligence, short-term resource

IT due diligence provider with niche expertise

IT due diligence needed for business analytics company A LMM Founding and Managing Partner came to us with a pressing need to perform IT Due Diligence on a company they were evaluating. The target was a business analytics company that ingests POS data from retailers, analyzes it, and then shares actionable insights with their clients. […]

PE Firms
Deal Team
Due Diligence
Interim CEO Manufacturing

Interim CEO with Niche Manufacturing Expertise

Interim CEO with manufacturing expertise needed to help grow business A principal at a LMM PE firm approached us with a critical need for an interim CEO with deep manufacturing expertise. Having held their manufacturing portfolio company for a full year, the firm was looking to bring in a new CEO in order to transition […]

PE Firms
Deal Team
Value Creation
Interim CHRO stock image

Interim CHRO Critically Needed To Integrate HR Department Platforms During A Merger

An interim CHRO was needed during a multi-business merger A principal at a middle market PE firm came to us with a vital need for an interim CHRO for their new global consulting platform that was a merger of 3 companies. The platform was closing in 3 to 5 days, our client needed the interim […]

PE Firms
Deal Team
Value Creation
digital marketing consultant

Urgent Digital Marketing Consultant for Entire Portfolio

Portfolio-wide need for digital marketing consultant A PE VP of Operations came to us with a critical need for a digital marketing consultant for their entire portfolio. Each company within the firm’s portfolio was experiencing similar problems around communicating digital marketing spend. They saw this as an opportunity to bring in a team that could […]

PE Firms
Deal Team
Value Creation

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
Lean Six Sigma consultant

Critical Lean Six Sigma Expert to Improve Operations

Lean Six Sigma consultant need to improve operational efficiencies A proactive manufacturing company came to us with a critical need for an operational performance and improvement consultant that could evaluate and redesign the existing layout of their warehouses. There was a lack of logistical reasoning that went into the original design and the company had […]

PE-Backed Companies
Operations
plastic cost reduction

Cost-Reduction Group with Niche Expertise Crucially Needed

Cost-Reduction Group Needed for Leading Plastics Company A leading plastics company that designed and manufactured innovative plastic-injection molded products was looking for opportunities to reduce their costs and believed potential opportunities lay within their legacy supply contracts. Given the nature of the company’s products and its specific resin grades, the company needed a group with […]

PE-Backed Companies
Operations
executive recruiting firm

Recruiting Firm with Food & Beverage Experience Vitally Needed

Company needs specialized food and beverage executive recruiter A proactive food & beverage company came to us with a vital need for a new VP of Operations after recently executing an add-on acquisition. They urgently needed an experienced food and beverage professional that could step in, take the reigns, and keep operations running smoothly while […]

PE-Backed Companies
Human Capital

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