Sean Mooney

CASE STUDIES 

Insights on how clients engage and win with BluWave

Enhancing Customer Insight for Healthcare Investment Success

The client, a private equity firm, recently secured an investment in a healthcare provider specializing in in-home IV hydration services. To strategically expand their services into the in-home med spa market, the firm recognized the necessity of understanding their current and potential customer...
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Reducing Insurance Costs for Computer Hardware Company

A computer hardware portfolio company needed to reduce its insurance costs while maintaining the current terms. The firm sought expert advice to achieve cost savings without compromising coverage. Service Area: Other G&A Client Type: Portfolio Company – Computer Hardware Service Provider Type:...
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Expert Advisor for Strategic Acquisition in Private Label Snack Industry

A prominent private equity firm was exploring the acquisition of a manufacturer specializing in private label snack nuts and trail mixes but faced a significant hurdle: they lacked the specialized industry expertise necessary to accurately evaluate the business opportunity. Understanding the...
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COO Recruitment Success for Growing Veterinarian Staffing Firm

A rapidly growing veterinarian staffing firm required a COO to support the CEO by taking on direct reports and driving operational excellence across its five regional offices. The ideal candidate needed to have a strong background in staffing and human capital management. Service Area: Human...
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Fractional CFO To Help PE Firm with Fund Administration

The private equity firm required high-level financial expertise to manage investor partnership accounting and ensure robust fund administration without the overhead of a full-time position, making a fractional CFO the ideal solution. Service Area: PE Operations Client Type: Lower-Middle Market...
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Specialized Recruiters Needed for Transportation Business Unit Lead

A transportation company needed a business unit lead with deep sector expertise to manage its complex operations. The goal was to find a leader who could streamline cost structures, analyze profitability and rationalize customer profiles. Service Area: Human Capital Client Type: Transportation...
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Confidential Fractional CEO Search for Low-Speed Vehicle Manufacturer

A private equity firm needed a fractional CEO to guide its portfolio company, a low-speed vehicle manufacturer and retailer, through significant industry challenges and strategic expansion. The existing CEO was not equipped to manage the turnaround situation effectively. Service Area: Interim...
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PE Firm Needed Marketing Diligence Specialists for PortCo

An upper middle-market private equity firm needed to assess the digital marketing landscape for its home services portfolio company. The goal was to explore the potential for transitioning from traditional marketing to a digital-first strategy. Service Area: Sales & Marketing Client Type: Upper...
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Fast Recruitment of Financial Associate for Private Equity Firm

A lower-middle market private equity firm required a financial associate to provide essential financial support at the portfolio-company level. The goal was to find a candidate who could seamlessly integrate into the team and enhance financial operations. Service Area: Human Capital Client Type:...
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Senior Advisor for Roofing Business Acquisition

An independent roofing company needed a senior advisor to provide strategic guidance for their acquisition of two commercial roofing product manufacturers. The advisor’s insights would help evaluate the market viability and competitive landscape. Service Area: Human Capital Client Type: Independent...
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Streamlining Patient Engagement with Salesforce in Healthcare

An independent physical therapy company needed a comprehensive Salesforce setup to leverage its capabilities for CRM and marketing automation, having recently signed up and being entirely new to the platform. Service Area: Technology Client Type: Independent Company – Physical Therapy Service...
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Interim CFO for Load-To-Deliver Truck Company

A leading provider of LTL and truckload freight services needed an interim CFO to step in after their current CFO found another opportunity. The role required maintaining financial systems, closing books and supporting ongoing financial operations. Service Area: Human Capital Client Type:...
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