Sean Mooney

CASE STUDIES 

Insights on how clients engage and win with BluWave

Search for CFO To Lead Funeral Home Expansion

A lower-middle market PE firm needed to initiate a search for a new CFO for its portfolio company in the retail sector, focusing on funeral home and cremation services. This was prompted by the departure of the current CFO to a role with a larger company, leaving a gap in strategic financial...
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Human Capital, Case Study, PE Firms, Value Creation

Crucial Financial Leadership Hire in Manufacturing Industry

A newly acquired multi-million-dollar manufacturing business, specializing in sprayers and foamers for the food industry, sought to upgrade its financial controller position. The goal was to accelerate the month-end and year-end closing processes, add business intelligence, and support the general...
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Case Study, Value Creation

Executive Search Firm Financial Controller for Growing Business Services Company

A tech-enabled business services company, rebounding post-pandemic with aspirations to exceed 9 figures in revenue and millions in EBITDA, was in urgent need of a controller. This role was critical for directing the company’s financial strategy and supporting the newly appointed CFO in building a...
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Case Study, PE Firms, Value Creation, Finance

Interim CEO To Lead Difficult Transition for Aerospace Distribution

A PE firm was in urgent need of an interim CEO for its portfolio company in the industrial distribution space, specializing in aerospace. The incoming CEO needed to replace the outgoing general manager immediately upon deal signing, ensuring business continuity. Service Area: Human Capital Client...
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Case Study, PE Firms, Value Creation

Pricing Expert To Reformulate SaaS Company To Value-Based Strategy

A customer engagement platform company, specializing in software for transactional websites and mobile apps, sought to reformulate its pricing strategy. Moving from a traditional SaaS model to a more value-based approach, the company aimed to better align pricing with the value delivered to its...
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Case Study, PE Firms, Value Creation

Senior Advisor To Optimize Software Composition Analysis Strategy

An upper-middle market PE firm required expert insights into the Software Composition Analysis (SCA) sector, focusing on Application Security Testing (AST). They sought a senior advisor to analyze the market, competitors and product suite, guiding potential strategic acquisitions. Service Area:...
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Case Study, PE Firms, Deal Team, Due Diligence

PE Firm Interim VP Placement ‘Exceeded’ Expectations

A lower-middle market PE firm urgently required an interim VP/associate level resource with skills in report writing and modeling. This need arose amidst the transition of their firm’s location, resulting in the departure of two key young employees. Service Area: PE Operations Client Type:...
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Case Study, PE Firms, Value Creation

Strategically Expanding Insurance Company Board Expertise with Physical Therapy Focus

The PE firm sought to enhance the board of its insurance portfolio company with individuals who had extensive experience in commercial insurance in the northeast US, specifically those familiar with physical therapy business partnerships and contract negotiations. Service Area: Human Capital Client...
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Case Study, PE Firms, Value Creation

E-commerce Data Specialist To Optimize Boots Store on Amazon

An upper-middle market PE firm sought a solution to enhance its boot manufacturing and distribution portfolio company’s performance on Amazon. The goal was to move beyond basic B2B sales tactics and implement advanced analytics to optimize third-party digital channels. Service Area: Technology...
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Case Study, PE Firms, Operations, Value Creation

Custom Reporting for Construction Operational Insight Boosts Company Value

Two small construction and engineering companies required a solution to gather data from various databases and present it through Tableau or Power BI. The focus was on sales statistics, operational data and individual performance metrics, all within a constrained budget. Service Area: Technology...
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Case Study, PE Firms, Operations, Value Creation

Optimizing Performance in Staffing: Business Intelligence Drives Branch Success

The client, a commercial staffing company, sought to enhance branch-level performance by identifying key profitability metrics. The goal was to establish an ongoing reporting structure to manage and optimize the performance of salesforce, recruiters and branch managers. Service Area: Technology...
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Case Study, PE Firms, Operations, Value Creation

Veterinary Business Needs Help with Complex Data Warehouse Software

The PE firm required a robust data warehousing solution for a new veterinary software platform under LOI. The project aimed to consolidate various data systems like CRM, general ledger, billing and payroll into a single warehouse for efficient reporting. Service Area: Technology Client Type:...
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Case Study, PE Firms, Operations, Value Creation

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