CASE STUDIES

Insights on how clients engage and win with BluWave

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CEO Search for Rapid Expansion of Residential Services Portco

Service Area: Executive Search Client Type: Lower-Middle Market Private Equity Firm Service Provider Type: Executive Search Firm Industry: Residential Services We are thrilled by the growth that the company has experienced so far and look forward to seeing it reach another level under the new CEO’s leadership. We could not imagine finding a more perfect […]

PE Firms
Operations
Value Creation

How BluWave Enabled Massive Turnaround of Family-Held Business

Service Area: Interim Executives (CFO and COO) Client Type: Family-Owned Business Service Provider Type: Specialized Interim Executives Industry: Industrial Distribution and Services There had to be a tremendous amount of change within the leadership team because we were driving a culture of change toward performance and profitability. They were invigorated by the accountability they saw […]

PE Firms
Operations
Prep For Sale
food manufacturing, digital marketing expert

Supply Chain Diligence Helps Food Company Identify Synergies, Cost Savings

Service Area: Operations Diligence Client Type: Portfolio Company Service Provider Type: Operations Consulting Firm Industry: Food and Beverage

PE Firms
Operations
Value Creation
Healthcare Experts

HIPAA Audit Needed for IT Firm Serving Healthcare Industry

Service Area: Compliance & Regulatory Client Type: Portfolio Company Service Provider Type: Supply Chain Technology Firm Industry: Information Technology Managed Care Services

PE-Backed Companies
Operations
Value Creation

Fast-Growing Company Needs Help Managing Transactions

Service Area: System Selection & Implementation Client Type: Portfolio Company Service Provider Type: Supply Chain Technology Firm Industry: Waste Management

PE-Backed Companies
Operations
Value Creation

Offshoring Experts Sought To Save Time, Lower Portco’s Operation Costs

Service Area: Offshoring Client Type: Lower-Middle Market Private Equity Firm Service Provider Type: Business Process Outsourcing – Offshoring Industry: Human Capital

PE Firms
Operations
Value Creation
September client roundup

List-Build Expert Needed To Grow Portco Contacts

Service Area: List Builds Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Business Process Outsourcing Firm Industry: Life Sciences & Pharmaceuticals

PE Firms
Operations
Value Creation
pricing expert

Pricing strategy expert urgently needed for SaaS portco

Building out a new product GTM strategy, PE firm & portco needs pricing expert A PE senior associate came to us with a critical need for a pricing strategy expert for their SaaS portfolio company that was developing a new application to sell into the healthcare sector. The firm and portco had been working with […]

PE Firms
Operations
Value Creation
sales and marketing

Urgent need for sales & marketing focused org design consultant

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 […]

PE Firms
Operations
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
Operations
Value Creation
software merger integration

Merger integration consultant urgently needed for software & industrial services merger

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 […]

PE Firms
Operations
Value Creation
ESG consultant

ESG consultant needed across portfolio

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 […]

PE Firms
Operations
Value Creation

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