CASE STUDIES

Insights on how clients engage and win with BluWave

Medical full body screening software on tablet and healthcare devices

Strategic Buy-Side Search in Healthcare Services

Industry: Healthcare Services Service Area: Commercial Due Diligence Client Type: Lower-Middle Market Firm Service Provider Type: Buy-Side Advisory Firm This was a good firm to work with. They were organized and professional. We would recommend them to other clients. Partner at PE Firm

PE Firms
Deal Team
Due Diligence
Closeup snow guard for safety in winter on house roof top covered with ceramic shingles. Tiled covering of building.

Revolutionizing Sales Strategies for a Robust Roofing Roll-Up

Industry: Construction and Engineering Service Area: Human Capital Client Type: Upper-Middle Market PE Firm Service Provider Type: Non-Executive Recruiting Firm for VP of Sales

Operations
Value Creation
Profile of the firm's accountant for company registration, bookkeeping. Two people at a desk together looking at documents. The room is well-lit, but it's a gray-ish, dim light.

Versatile Controller for an Innovative Legal Tech SaaS Business

Industry: Technology – Software – Legal Service Area: Human Capital Client Type: PE Firm Service Provider Type: Non-Executive Recruiting Firm “My feedback is very positive.” -Managing director of PE firm

PE Firms
Operations
Value Creation

Culture-Oriented VP of Human Resources for Financial Services Portco

Industry: Professional Services Service Area: Human Capital – VP of HR Client Type: Small-Market PE Fund Service Provider Type: HR Executive Search Firm

PE Firms
Human Capital
Value Creation
Female leader celebrating success with coworkers in conference room. Multi ethnic business team stacking hands together. Happy team members clapping hands during meeting

Interim CFO Elevates Real Estate Search Engine’s Financial Strategy

Industry: Technology – Software Service Area: Human Capital Client Type: Portfolio Company – Real Estate Search Engine Service Provider Type: Interim CFO The interim executive you selected for us did great work. We would rate her as great overall. -CEO of Portfolio Company

PE Firms
Operations
Value Creation
Man at a desk writing on paper and using a calculator. He's wearing a blue shirt with white buttons. There's a lot of light, but it doesn't appear to be natural.

Optimizing IT Infrastructure for a Scientific Product Manufacturer

Service Area: Human Capital – Interim Leadership Client Type: Portfolio Company – Scientific Product Manufacturer and Distributor Service Provider Type: Interim CIO Industry: Professional Services

A food manufacturing plant. Indoors, no windows, fluorescent lights above. Everyone wearing white full-body suits from the neck down, and also with white hats/hair nets. The floor is spotless, but it's an ugly off-yellow color.

Interim CFO with Expertise in Commodities, Hedging for Manufacturing PortCo

Industry: Manufacturing Service Area: Human Capital – Interim Leadership Client Type: Portfolio Company – Food Ingredients Facility Service Provider Type: Interim CFO

PE Firms
Human Capital
Value Creation
Four people standing, looking at an idea board full of colorful sticky notes. They're in a conference room with lights overhead. They're all dressed business-casual.

Targeted Market Research for a Software Technology Company

Industry: Technology – Software Service Area: Voice of the Customer Client Type: Portfolio Company – B2B Data Management Service Provider Type: Market Research Firm The service provider you selected was both affordable and a good partner for our portfolio company. -Partner at PE Firm

PE Firms
Operations
Value Creation
A lawyer taking papers out of a manila envelope. There's a gavel block on the desk to the left of a laptop computer. It appears to be late afternoon or early morning based on the natural light coming from the person's right. You don't see their head.

Transforming Big Data into Actionable Insights for Legal Services

Industry: Professional Services Service Area: Technology Client Type: Portfolio Company – B2B Legal Services Service Provider Type: Business Intelligence, Analytics and AI Firm Their analysis was rigorous, and a company’s management team found their work to be insightful during diligence. They operate at deal speed and frequently work late at night and over weekends to […]

PE Firms
Due Diligence
In Laboratory Over the Shoulder View of Scientist in Protective Clothes Doing Research on a Personal Computer. Modern Manufactory Producing Semiconductors and Pharmaceutical Items.

Life Sciences Diligence Firm to Ensure Compliance, Data Integrity in Clinical Trials

Service Area: Technology Client Type: Portfolio Company Service Provider Type: Life Sciences Data Diligence Firm Industry: Healthcare Services

Prep for sale healthcare

Chief Medical Officer Search for Healthcare Services Firm

Industry: Healthcare Services Service Area: Human Capital Client Type: Private Equity Firm Service Provider Type: Executive Search Firm Great job searching for an industry-specific provider and very responsive. Appreciated the ability to work on a contingency basis and flexibility in scoping given the unique nature of the search. -Associate Vice President of PE Firm

PE Firms
Human Capital
Value Creation
Medical concept with stethoscope on keyboard

Maintaining Rapid Healthcare Services Growth with Specialized CFO

Service Area: Human Capital Client Type: Private Equity Firm Service Provider Type: Executive Recruiting Firm – CFOs Industry: Healthcare Services They have done a nice job for us. They have sent us good candidates, been responsive to our questions and requests and helped drive the discussion. -PE Firm Founder and Partner

PE Firms
Human Capital
Value Creation

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