Sean Mooney

CASE STUDIES 

Insights on how clients engage and win with BluWave

Boosting B2B Leads for Mortgage Software with Expert Digital Marketing

A leading provider of intelligent document automation for the mortgage lending industry, sought to elevate its B2B lead generation efforts. With a strong engineering team but no dedicated marketing department, the company aimed to partner with a digital marketing agency that could drive lead...
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Hair Products Manufacturer Needs IT Transformation

A leading hair products manufacturer sought to modernize its IT infrastructure and Electronic Data Interchange (EDI) capabilities to enhance operational efficiency and maintain its competitive edge. With a proprietary platform struggling to integrate seamlessly with modern systems like SPS Commerce...
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IT Strategy for Load Bank Manufacturing Company

A prominent manufacturer of load banks, essential for testing power supplies in data centers and other facilities, recognized the need to modernize its control systems. With data center giants as customers, the demand for advanced remote controls and sensors for operational efficiency and data...
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Modernizing Financial Services Software Platform for Strategic Growth

A financial services software platform, specializing in a range of lending services, faced the challenge of modernizing its proprietary platform. Originally developed pre-2010, the platform required a comprehensive overhaul to enhance scalability, integrate modern software solutions and ultimately...
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Board Member To Enhance Operations for Orthopedic Practice Growth

A lower middle-market PE firm, specializing in nurturing founder/family-owned businesses, identified a critical need for strategic board leadership within one of their portfolio companies in the orthopedic space. With a focus on Orthopedic Physician Practice Management and MSO (Management Services...
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Sales Benchmarking, Growth for Construction Company

The portfolio company, operating within the construction and engineering sector, required expertise in process mapping, benchmarking and sales strategy optimization. The goal was to identify revenue opportunities, enhance sales team activity and refine estimation processes. Service Area: Sales &...
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Optimizing Global Sales for Leading SaaS Provider in the Legal Sector

An upper-market PE firm required a comprehensive sales and marketing strategy overhaul for its portfolio SaaS company, aiming to enhance its global sales team’s effectiveness. The company, selling software solutions to the world’s largest law firms, sought to increase its revenue by more than...
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Elevating Sales Leadership in Marketing Services with Executive Search Expertise

A PE-backed company specializing in direct mail and digital marketing services was in urgent need of a CRO/VP of Sales. This new role aimed to enhance sales management, refine strategy, build out a national team and implement systems to drive strategic change. Service Area: Human Capital Client...
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Revitalizing Sales for LED Lighting Company: Strategic Turnaround

A portfolio company in the LED lighting industry was experiencing significant sales challenges. Before investing in market intelligence solutions, the PE firm sought to evaluate the potential for enhancing salesforce effectiveness to uncover and capitalize on existing opportunities. Service Area:...
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Transforming E-commerce Company with Inside Sales Mastery

The portfolio company, a leader in e-commerce with the majority of its sales online, aimed to diversify its sales channels by building a traditional inside sales function. The goal was to develop a system that could be effectively managed and maintained by a future mid-level manager. Service Area:...
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Enhancing Channel Sales Strategy in SAP Ecosystem for Payroll Solutions

An upper-middle market PE firm sought to refine the sales strategy of its software technology portfolio company, focusing on SAP-focused channel sales within payroll and vertical compliance solutions. The objective was to enhance enterprise-level sales through channel partners in the SAP ecosystem....
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Senior Advisor for Roll-Up of Gas Stations, Convenience Stores

An East Coast real estate investment firm required external expertise to evaluate a retail transaction involving the roll-up strategy of approximately 100 gas station and convenience store locations. They sought a seasoned advisor to provide high-level analysis, identify potential red flags and...
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Human Capital, Case Study, Value Creation

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