Sean Mooney

CASE STUDIES 

Insights on how clients engage and win with BluWave

Supporting a Leading Healthcare Services Firm Across Multiple Strategic, Operational Needs

Over the past year, BluWave has collaborated with a prominent healthcare services firm, helping it tackle various strategic and operational challenges. The projects span multiple service areas, from filling critical leadership roles and expanding business development capabilities to guiding...
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Case Study

Confidential CFO Search for Private Equity Firm

A private equity firm investing out of a $400M fund sought a dedicated, full-time CFO to manage fund reporting, compliance and strategic financial operations at the firm level. This confidential role was critical to support their growing portfolio and expanding internal team. Service Area: Human...
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Strategic Pricing, Contract Negotiation for Major Customer in Contract Manufacturing

A contract manufacturer of consumer products sought a pricing strategy expert to guide its pricing negotiation, cost allocation and contract strategy with its largest customer. Given that more than 50% of its business was tied to this client, achieving a well-defined pricing model was essential....
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Direct Procurement Optimization for LED Lighting Manufacturer

A lower middle-market private equity firm required a Spanish-speaking direct procurement consultant with expertise in Mexico to optimize the supply chain strategy of its LED lighting manufacturing portfolio company. The firm sought an advisor with local knowledge and industry expertise to ensure...
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Case Study, PE Firms, Operations, Value Creation

Payments Optimization for Wellness Software Company

A software company that serves boutique wellness studios wanted to improve its payment processing strategy. With payments comprising 40 percent of its revenue, the company needed a consultant with deep payments expertise to conduct a thorough assessment, optimize processor arrangements, and manage...
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Case Study, PE Firms, Operations, Value Creation

Headhunter for CFO for Company in Energy Sector

A Houston-based energy portfolio company needed a new CFO to replace the current one, who was deemed inadequate for driving the company’s future growth. They sought a highly capable CFO with the expertise to take the company to the next level. The CEO was looking for a strong financial leader who...
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CEO Search for D2C Water Filtration Company

A software company that serves boutique wellness studios wanted to improve its payment processing strategy. With payments comprising 40 percent of its revenue, the company needed a consultant with deep payments expertise to conduct a thorough assessment, optimize processor arrangements, and manage...
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Human Capital, Case Study, PE Firms, Value Creation

IT Assessment, Leadership Hire for Business Services

A business services company providing legal compliance services required support in optimizing its IT strategy. With an annual IT spend in the millions of dollars, a proprietary tech stack and limited leadership, the company needed an assessment of its current IT infrastructure and a strategic IT...
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Real Estate Valuation for Waste Management Deal

A middle-market private equity firm required a specialized real estate advisor to provide accurate valuations for two industrial sites in the Midwest. The firm was dissatisfied with its previous broker’s valuation work and needed a higher-quality assessment to move forward with the transaction....
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Growth Strategy Consultant for Manufacturing Portfolio Company

A private equity firm required a third-party growth strategy consultant to assess and optimize the commercial function of its manufacturing portfolio company. The business was facing top-line softness and needed to increase its revenue and earnings per headcount in key departments. Service Area:...
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Case Study, PE Firms, Operations, Value Creation

Technology Assessment for Digital Printing Company Acquisition

A private equity firm required an expert to assess the technology and digital printing capabilities of a target company specializing in visual solutions for luxury retailers. The assessment needed to confirm that the company was technologically advanced, as claimed. Service Area: Technology Client...
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Executive Coaching for Acquisition of Aluminum Trailer Manufacturer

A private equity firm required an experienced executive assessment and coaching team as it performed a variety of due diligence services for their acquisition of a large aluminum trailer manufacturer. The firm needed advice help completing various work streams, including environmental assessments,...
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