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
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
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
GTM strategist

GTM strategist vitally needed to accelerate growth

PE firm needs GTM strategist to grow financial services portfolio company A managing director came to us with a critical need for a growth strategy consultant for their financial services company. After several years of holding the company and experiencing annual organic growth, the PE firm was looking to accelerate growth within the portfolio company […]

PE Firms
Operations
Value Creation
interim executive, commercial diligence healthcare

Interim Executive Immediately Needed To Set Up Procurement Office

VP immediately needs a top interim executive for portco A large cap VP came to us with an immediate need for a 3-month interim executive to set up a procurement office at one of their portfolio companies. Focused on healthcare technology, the portco didn’t have an existing procurement office. They were procuring technology from a […]

PE Firms
Operations
Value Creation
Construction Operations Expert

Field operations expert needed for niche industry

SVP needs expert to improve operations performance for construction services portco An SVP of a northeast-based PE firm came to us with an urgent need for an ops performance and improvement expert that could improve the management of their construction services portco’s field ops team. The PE firm was not confident in the head of […]

PE Firms
Operations
Value Creation
Data Analytics for diligence

Big Data Analytics Consultant Critically Needed

Urgent data analysis needed to evaluate portfolio company A LMM VP came to us with an urgent big data analytics need for a technology-focused portfolio company that they were evaluating. The PE firm recently retained access to some of the target’s transactional data sets and the size of them was overwhelming. They needed an expert […]

PE Firms
Operations
Due Diligence
senior advisor software

Urgent Analytics Expert To Create eCommerce Sales Strategy

Critical need for business analytics provider specializing in ecommerce sales A middle market PE firm director came to us with an immediate need to optimize their portfolio company’s ecommerce sales via third-party platforms. With two of their primary sales channels being the world’s largest third-party ecommerce platforms, they knew they needed to optimize the opportunity […]

PE Firms
Operations
Value Creation
supply chain issues

Vital Procurement Consulting Group for Supply Chain Issues

Manufacturing company in need of procurement consulting group A food & beverage manufacturing company needed a procurement consulting group that could generate input cost savings. Having been recently acquired they needed a resource to develop and implement a sophisticated purchasing and procurement strategy for them. With COVID and inflation leading to supply chain issues and […]

PE-Backed Companies
Operations
Value Creation
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
Operations
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
Operations
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
Operations
Value Creation

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