Sean Mooney

CASE STUDIES 

Insights on how clients engage and win with BluWave

Lighting Company Gains Competitive Edge from Market Study

A portfolio company specializing in commercial lighting solutions recently appointed a new CEO, who sought help understanding their market and customer channels. The CEO wanted to conduct a comprehensive market study to gain insights into the competitive landscape, target customers and best...
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Case Study, Value Creation, PE-Backed Companies

Fiber Optics Company Building Out Executive Team for New Division

The CFO of a telecommunications company that specializes in wireless internet needed help building out its executive team for a new division of its business. Service Area: Human Capital: Recruiters Client Type: Portfolio Company Service Provider Type: Telecommunications-Focused Recruitment Firm...
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Case Study, Value Creation, Finance, PE-Backed Companies

HIPAA Audit Needed for IT Firm Serving Healthcare Industry

An IT firm that serves the mid-size and enterprise market needed compliance help around HIPAA laws Service Area: Compliance & Regulatory Client Type: Portfolio Company Service Provider Type: Supply Chain Technology Firm Industry: Information Technology Managed Care Services The Need Healthcare...
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Case Study, Operations, Value Creation, PE-Backed Companies

Fast-Growing Company Needs Help Managing Transactions

A rapidly expanding outsourced waste management company had outgrown its accounts payable automation tool. With a modest-sized IT team, they needed expert help with greater depth and engineering to better handle their growth requirements. Service Area: System Selection & Implementation Client Type:...
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Case Study, Value Creation, Finance, PE-Backed Companies

Offshoring Experts Sought To Save Time, Lower Portco’s Operation Costs

PE firm sought offshore assistance with manual tasks to increase efficiency, lower costs and focus on higher order. Service Area: Offshoring Client Type: Lower-Middle Market Private Equity Firm Service Provider Type: Business Process Outsourcing – Offshoring Industry: Human Capital The Need...
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Human Capital, Case Study, PE Firms, Value Creation

List-Build Expert Needed To Grow Portco Contacts

A PE-firm’s portcos were wasting precious time manually building lists by going from website to website and scraping LinkedIn. They needed an experienced third-party resource that could create a contact map with shared customers across multiple businesses. Service Area: List Builds Client Type:...
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Case Study, PE Firms, Operations, Value Creation

Interim CEO for Manufacturing Company Seeking Permanent Replacement

Struggling to get the right CEO in place for its portco, the PE firm needed a stopgap while it prepared an internal candidate to take over as its long-term chief executive officer. Service Area: Interim CEO Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Interim...
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Human Capital, Case Study, PE Firms, Value Creation

Healthcare-Focused Finance Consultant for Portco

The PE firm was ready to sell its diagnostic supplies and equipment manufacturer and was looking for a financial expert to get them across the finish line. Service Area: Financial Modeling & Analysis Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Independent Consultant...
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Case Study, PE Firms, Prep For Sale, Deal Team

HVAC Industry Experts Set Up PE Firm’s Portco Exit

The Need Industry-focused firm with union experience to conduct market research, headhunt C-suite executives for portco Service Area: Commercial Due Diligence: Market Study and Recruiting Client Type: Mid-Market Private Equity Firm Service Provider Type: PE-focused Diligence Advisory Firm Industry:...
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Case Study, PE Firms, Prep For Sale, Deal Team

Recruiter for Interim Controller Critically Needed

Firm had immediate need for interim finance recruiting firm with SaaS experience A PE partner came to us with a vital need for a recruiting firm to place an interim controller in their software portco. The recent departure of their previous controller and senior accountant left the PE firm in...
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Case Study, PE Firms, Deal Team

Pricing strategy expert urgently needed for SaaS portco

Building out a new product GTM strategy, PE firm & portco needs pricing expert A PE senior associate came to us with a critical need for a pricing strategy expert for their SaaS portfolio company that was developing a new application to sell into the healthcare sector. The firm and portco had been...
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Case Study, PE Firms, Operations, Value Creation

Interim CFO urgently needed for prep for sale process

PE firm urgently needs an interim CFO to help with prep for sale A PE managing partner came to us with a critical need for an interim CFO to lead their software portco through a sale process. Hoping to sell within the next 3 to 4 months, the managing partner was urgently looking for someone who...
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Human Capital, Case Study, PE Firms, Prep For Sale

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