CASE STUDIES

Insights on how clients engage and win with BluWave

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Unexpected CFO Resignation Causes Scramble for Interim

Service Area: Human Capital Client Type: Private Equity Firm Service Provider Type: Interim CFO Industry: Professional Services When the interim CFO started they were closing the books 35 days after period end. He moved that to 14 days. He brought good process and discipline around the process to identify and address long poles. He did […]

Interim CFO Leads Global Payroll Carve-Out for PE-Backed Services Platform

Service Area: Human Capital Client Type: Private Equity Firm Service Provider Type: Interim CFO Industry: Professional Services The interim CFO BluWave selected was very qualified. He ramped up quickly, knew what to do in a carve-out, and was instrumental in getting banking set up and cash flowing globally. He’s a great communicator and we’ll work […]

BluWave Delivers Interim CFO to Stabilize Finance Function for Electronics Distributor

Service Area: Human Capital Client Type: Portfolio Company – Private Equity Firm Service Provider Type: Interim CFO Industry: Distribution I greatly appreciate Dale’s work on the project. He was professional, diligent, and paved the way for an excellent transition to our new permanent head of finance. I would highly recommend him. -CEO at Portfolio Company

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Interim CFO for Diligence, Integration at Commercial Kitchen Supplier

Service Area: Human Capital Client Type: Private Equity Firm Service Provider Type: Interim CFO Industry: Food & Beverage Good price to output. Very reasonably priced. We see a lot more expensive people out there. He’s most valuable in bringing finance to the table where finance isn’t a thing and with a CEO for whom finance […]

There are four people looking at something together on a gray laptop at a table. The woman on the left is sitting on the table. The woman on the center left and the man at the center-right are standing. The man on the right is seated and wearing glasses. They're all smiling. There's a high ceiling and a lot of natural light from outside.

Enterprise SaaS Portfolio Company Establishes Scalable Interim CFO Program with BluWave

Service Area: Human Capital Client Type: PE Firm Portfolio Company Service Provider Type: Interim CFO Industry: Technology – Software The interim CFO BluWave selected was a very valued team member. She helped drive process change throughout the organization with her leadership skills. She also was more than happy to roll up her sleeves and get […]

Machinery Portfolio Company Engages BluWave To Secure Interim CFO During Key Transition

Service Area: Human Capital Client Type: Private Equity Firm – GreyLion Partners Service Provider Type: Interim CFO Industry: Machinery The interim CFO is a great guy and works extremely hard. I would definitely consider leaning on him in future situations. -Drew Darling, Vice President at GreyLion Partners The interim CFO stepped into a challenging transition […]

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Nurse Registry Market Study to Support Transformative Add‑Ons

Service Area: Strategy Client Type: Lower Middle-Market Private Equity Firm Service Provider Type: Commercial Due Diligence Firm Industry: Healthcare Services

Implementing Practical AI Solutions to Boost Efficiency for Private Equity Firm

Service Area: Technology Client Type: Private Equity Firm Service Provider Type: AI/ML Advisory Industry: Private Equity The AI expert is very seasoned and a good thought partner. They had a lot of relevant experience and engaged well at the C-suite level. -Chief Strategy Officer at PE Firm

Distribution Company Saves Thousands of Hours with AI Automation Tool

Service Area: Technology Client Type: Commercial Products Portfolio Company Service Provider Type: AI/ML Advisory Industry: Distribution “The ROI is very attractive, especially to PE-backed companies that have a short window to grow and scale and show profit. We simplified the process all the way down to say, ‘Hey, if we do this, we’re going to […]

New AI Solution Saves PE Portco Five Figures Annually

Service Area: Technology Client Type: Private Equity Firm Service Provider Type: AI/ML Advisory Firm Industry: Private Equity

Specialized Recruiter for Technology Leader at Pension Software Company

Service Area: Human Capital Client Type: Pension Fund Portfolio Company Service Provider Type: Executive Recruiter Industry: Technology – Software This recruiter has done an amazing job of executive placement for us and I would like them to work on another search at a different portfolio company. -Partner at Middle-Market PE Firm

Enhancing Operational Diligence for PE Firm in the Multi-Family Services Industry

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

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