Sean Mooney

CASE STUDIES 

Insights on how clients engage and win with BluWave

Interim CFO To Customize BI&A for Commercial Roofing Company

A lower-middle market PE firm needed an interim CFO at its portco to bolster the new commercial roofing platform’s financial visibility. The platform required a robust KPI dashboard and business intelligence tools to integrate seamlessly with its IT systems, facilitating efficient financial...
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Case Study, PE Firms, Value Creation

Streamlining Growth: Industrial Services HR Integration Consultant

A lower-middle market private equity firm sought BluWave’s assistance in integrating three specialty industrial contracting businesses into a new holding company. These businesses, operating in scaffolding, painting and other services across petrochemical, general manufacturing, and aerospace and...
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Case Study, PE Firms, Value Creation

On Short Notice, Interim CEO Turns Around Construction PortCo

A small-market PE firm engaged BluWave for their interim executive expertise to address a critical need at a mechanical contracting portfolio company. The business faced sudden changes in its leadership, as the existing CEO decided not to proceed with the planned transition. The PE firm sought a...
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Case Study, PE Firms, Value Creation

Interim CFO: Complex Situation for Rapidly Growing Healthcare Services Business

A lower-middle market private equity firm sought BluWave’s expertise in interim executive searches to assist one of their portfolio companies in the healthcare services industry. The company provides physician management and cancer center development services to hospitals and physician partners....
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Case Study, PE Firms, Value Creation

Financial Integration Support for Chemical Manufacturer

A chemical manufacturer operating in the specialty treatment chemicals industry sought assistance with financial integration for their add-on acquisitions. With a focus on bridging the gap in financial onboarding and consolidating reporting packages, the client needed a specialized team to provide...
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Case Study, PE Firms, Value Creation, Finance

CEO Search for Rapid Expansion of Residential Services Portco

A home services company, focused on consolidation and rapid growth, was in need of a new CEO. Having completed nine acquisitions and added key executives to their leadership team, they sought a strong executive recruiting firm that could identify and place a CEO with the right industry experience...
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Case Study, PE Firms, Operations, Value Creation

Driving Digital Transformation: IT Expert for Logistics Company

A logistics company specializing in utilities services was going through a rapid growth stage and felt the need for digital transformation. Lacking the internal expertise to embark on this journey, they sought a specialized recruiter with industry-specific experience to land a skilled IT...
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Case Study, Value Creation, PE-Backed Companies

Streamlining Data Insights: Creating a Real-Time Dashboard Solution

A company in the field services industry faced challenges with managing and extracting valuable insights from their vast amount of data. With data spread across 15 different sources, the client lacked a centralized view and struggled to gain meaningful intelligence. They sought the expertise of an...
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Case Study, PE Firms, Value Creation, Other Functional Leads

How BluWave Enabled Massive Turnaround of Family-Held Business

A multi-generation family-owned business faced significant challenges due to declining financial performance and market dynamics. The company also suffered a cyberattack that exposed weaknesses in its IT infrastructure. Recognizing the need for help, ownership sought external expertise to guide...
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Case Study, PE Firms, Prep For Sale, Finance

HR Carveout Assistance for Lower-Middle Market PE Firm

A lower-middle market PE firm required an HR consultant experienced in HR carveouts to support their project. The client needed assistance in negotiating a Transition Services Agreement (TSA) within a three-week timeframe and guidance in managing the interim transitions of insurance, benefits, and...
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Human Capital, Case Study, PE Firms, Value Creation

Accelerated Market Study for PE Firm in Accounting Services

A large-cap private equity firm was exploring an opportunity in the Accounting Services space and needed recommendations for a market study provider and a river guide who were deeply familiar with the industry. Service Area: Accounting Services: Commercial Diligence Client Type: Large Cap PE Firm...
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Case Study, PE Firms, Finance, Due Diligence

Supply Chain Diligence Helps Food Company Identify Synergies, Cost Savings

A portfolio company in the food and ingredients industry needed help assessing the viability of integrating three distinct supply chains. They were looking for a supply chain diligence provider with industry expertise. Service Area: Operations Diligence Client Type: Portfolio Company Service...
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Case Study, PE Firms, Operations, Value Creation

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