Sean Mooney

CASE STUDIES 

Insights on how clients engage and win with BluWave

Strategic Interim CFO Leadership for a High-Growth Private Equity Firm

A private equity firm, preparing to undertake a series of acquisitions, required a fractional interim chief financial officer to guide their financial strategy and manage growth, anticipating about 20 hours of dedicated work each month. The Need Immediate Expertise for Strategic Financial Oversight...
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Case Study, Value Creation

Interim CFO Drives Pre-Sale Execution Amid Accounting Complexity

A private equity firm was preparing to exit a fast-growing, multi-location technology portfolio company. With strong revenue and EBITDA momentum and an aggressive 60–90 day timeline, the sponsor needed an interim CFO to lead audit readiness, support pro forma adjustments, and oversee the diligence...
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Case Study, PE Firms, Prep For Sale

Interim CFO Delivers SG&A Turnaround Plan for Automotive Manufacturer

A private equity firm was preparing to exit a fast-growing, multi-location technology portfolio company. With strong revenue and EBITDA momentum and an aggressive 60–90 day timeline, the sponsor needed an interim CFO to lead audit readiness, support pro forma adjustments, and oversee the diligence...
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Case Study

Unexpected CFO Resignation Causes Scramble for Interim

When the CFO of an investigations and due-diligence firm resigned unexpectedly, the PE sponsor needed an interim leader within two weeks. The role demanded experience in professional-services finance, the ability to lead a 16-person global team and the know-how to implement 13-week cash-flow...
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Interim CFO Leads Global Payroll Carve-Out for PE-Backed Services Platform

A PE firm carved out a nine-figure global payroll and HCM-services business from a multi-billion-dollar parent. With closing fast approaching, the deal team needed an interim CFO for 3–6 months to establish standalone finance operations, oversee treasury and manage global reporting while a...
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BluWave Delivers Interim CFO to Stabilize Finance Function for Electronics Distributor

A southern-based electronics distributor faced the departure of its CFO and needed an interim leader to oversee month-end close, consolidate three QuickBooks Online instances, manage 13-week cash flows and maintain KPI dashboards. Immediate coverage was essential to ensure a seamless transition...
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Interim CFO for Diligence, Integration at Commercial Kitchen Supplier

While finalizing its acquisition of a family‑run industrial IoT business serving restaurant chains, the company needed an interim CFO to guide finance through diligence, purchase accounting and integration. With the longtime controller departing and no financial leader in place, immediate expertise...
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Enterprise SaaS Portfolio Company Establishes Scalable Interim CFO Program with BluWave

A B2B SaaS portfolio company needed a go‑to bench of interim CFOs to support its fast‑growing investments. The company sought 1–2 additional CFOs who could cycle through portfolio companies, implement basic processes, structure and reporting, and partner with CEOs on key financial initiatives....
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Machinery Portfolio Company Engages BluWave To Secure Interim CFO During Key Transition

A machinery portfolio company needed an interim CFO to cover its departing finance leader through the final stages of its annual audit. With its CFO facing medical issues and scheduled to transition out, the company required an experienced executive to maintain financial oversight. Service Area:...
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Nurse Registry Market Study to Support Transformative Add‑Ons

Following its acquisition of a private‑pay nurse registry business, the PE firm’s portfolio company needed a detailed market study to evaluate the unique 1099 nurse registry model in Florida compared to other home healthcare models. The study would cover payer mix, caregiver and patient...
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Implementing Practical AI Solutions to Boost Efficiency for Private Equity Firm

The client, a private equity firm, wanted to begin an AI journey that genuinely improved efficiencies for their investment teams, finance & compliance and administrative professionals. They sought to create use cases that streamline everyday tasks and augment team capabilities without investing in...
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Distribution Company Saves Thousands of Hours with AI Automation Tool

The client, a commercial products portfolio company in the distribution industry, sought to automate their manual process of entering expected ship dates from vendor confirmations into their ERP system. Handling supplier invoices 300-400 times a day was time-consuming and prone to errors,...
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