Sean Mooney

CASE STUDIES 

Insights on how clients engage and win with BluWave

New AI Solution Saves PE Portco Five Figures Annually

The client, a private equity firm, sought to automate the extraction of information from numerous payroll documents. Their portfolio company was manually processing more than 1,000 different forms related to employee pay and withholdings, leading to inefficiencies and high operational costs....
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Specialized Recruiter for Technology Leader at Pension Software Company

A private equity firm discovered that their recently acquired pension software company required stronger technical leadership to transform their legacy application into a modern SaaS platform. The existing engineering leader lacked the hands-on approach and startup mindset needed for their...
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Enhancing Operational Diligence for PE Firm in the Multi-Family Services Industry

The client, a private equity firm, sought an operations diligence provider with expertise in the multi-family services industry. They needed a thorough assessment of a target company that offers exterior and interior renovation, restoration and maintenance services for large-scale Class A and B...
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Optimizing Warehouse Utilization, Network Design for a Leading Building Products Company

The client sought to develop a comprehensive framework and optimization model for their existing warehouse utilization across various business lines. With plans to expand beyond their current market, they required a scalable solution for future site selection and network design. Service Area:...
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BluWave Connects PE Firm with Offshore KPO Firm for M&A Support

A private equity firm managing a portfolio company in the automotive services sector sought an offshore knowledge process outsourcing (KPO) firm to assist with high-volume M&A-related tasks. The firm required support for data entry, financial modeling and preliminary deal analysis to streamline...
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Marketing Agency Engages BluWave for Financial Stabilization, ERP Transition

A marketing agency with nearly $100 million in revenue faced significant financial distress following fraud by a former business partner and CFO. The company required a finance & accounting team to stabilize operations, untangle financial complexities, restore liquidity and transition from...
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Rail Company Engages BluWave to Secure a Debt Collection Partner

A rail company backed by an infrastructure investment firm sought a reputable debt collection agency to recover $40,000 from a one-time customer who had become unresponsive. The company, which owns and operates multiple rail terminals across North America, wanted a solution that avoided legal...
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IT Strategy, Infrastructure Support for Event Services Company

After acquiring a business in the event services space, the company identified gaps in its IT function and required immediate support to implement critical IT initiatives. With no internal IT leadership, the company needed a third-party resource to oversee cybersecurity improvements, formalize IT...
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Case Study, PE Firms, Operations, Value Creation

Turnaround Interim Executive Team for Family-Owned Industrial Equipment Manufacturer

A fast-evolving industrial equipment manufacturer with long-standing customer relationships recognized the need for strong leadership to guide it through a critical phase of transformation. The recently formed advisory board recommended bringing in an interim CEO and CFO team with experience...
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GTM Diligence for Workers’ Comp, Payor Services Market

A private equity firm exploring investments in the workers’ comp and payor services market sought a targeted go-to-market (GTM) diligence strategy. With experience in other sectors, they needed an expert to assess smaller firms’ GTM potential and drive a value creation plan for sub-$10M EBITDA...
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Strategic Sales Execution for Healthcare Services Company

A healthcare services company specializing in wound-care products aimed to expand its sales team and increase market penetration. With an existing team of 10 sales reps, the company sought to scale to 30 reps and needed a comprehensive strategy to prioritize new market segments and drive lead...
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Pricing Strategy for Middle-Market Industrial Distributor

The client required a structured, consistent approach to pricing to eliminate inconsistent discounts and optimize margins. The organization needed a model that could guide its sales team in setting strategic prices based on client, product and deal characteristics, ensuring profitability and...
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