Sean Mooney

CASE STUDIES 

Insights on how clients engage and win with BluWave

Hybrid Finance Professional for Construction Company Leadership

A lower-middle market private equity firm sought a unique finance professional for its construction portfolio company. This role required a hybrid skill set – half data analyst and half finance expert – to identify key performance indicators and supplement the leadership team. Service Area: Human...
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Case Study, Operations, Value Creation

Enhancing M&A, Financial Operations in Healthcare with Strategic Staffing

A private-equity owned healthcare services provider, specializing in traumatic brain injury care, was gearing up for an eventual sale. They required highly skilled junior finance and accounting talent on a short-term or project basis to handle active M&A activities and internal projects, balancing...
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Human Capital, Case Study, Value Creation, PE-Backed Companies

Stopgap Interim CFO Needed for Automotive Operations

An upper-middle market firm urgently required a proficient interim CFO for one of its portfolio companies in the automotive sector. The PE firm realized that the existing CFO wasn’t the right fit, and they needed to make a change fast. The company, with hundreds of millions in annual revenue,...
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Case Study

Strategic Executive Search for SaaS Sales Leadership

A SaaS company, focused on local and municipal government solutions, needed a chief revenue officer to enhance its sales function and spearhead geographical and product expansion. Service Area: Human Capital – Recruiting Client Type: Upper-Middle Market PE Firm Service Provider Type: Executive...
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Human Capital, Case Study, PE-Backed Companies

Interim CFO To Revolutionize Financial Forecasting for Construction Portco

Service Area: Human Capital Client Type: Construction Services Portfolio Company Service Provider Type: Interim CFO Industry: Construction and Engineering The Need Advanced Financial Forecasting for Strategic Growth A leading construction services portfolio company needed a sophisticated 13-week...
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Human Capital, Case Study, Value Creation, PE-Backed Companies

Transformative Leader for Consumer Products Revitalization

A West Coast company, specializing in the design, manufacture and distribution of proprietary consumer products, found itself at a crossroads. With a diverse product portfolio distributed across multiple countries, the company sought a transformative leadership change to navigate operational and...
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Human Capital, Case Study, PE Firms, Value Creation

Diversifying Talent in a Digital-First Consumer Products Startup

A consumer products startup, operating as a portfolio company of a lower-middle market PE firm, was on a mission to enhance its team with diverse talents. Roles in digital marketing, design/creative, product development and people/operations were open, requiring a recruiting firm that understood...
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Human Capital, Case Study, PE Firms, Value Creation

Strategic Buy-Side Search in Healthcare Services

A lower-middle market private equity firm, with a successful history in executing multi-site roll-up strategies, sought to delve into the healthcare services sector. Their vision was clear: identify a healthcare practice that resonates with their investment thesis, marking the inception of a...
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Case Study, PE Firms, Deal Team, Due Diligence

Revolutionizing Sales Strategies for a Robust Roofing Roll-Up

A progressive roofing roll-up, specializing in both residential and commercial sectors, sought to enhance its sales strategies and expand its footprint. The company aimed to recruit a VP of Sales, a unique role envisioned as a dynamic force to lead a national sales team, streamline sales...
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Case Study, Operations, Value Creation

Versatile Controller for an Innovative Legal Tech SaaS Business

A burgeoning U.S.-based legal tech SaaS business, backed by a PE firm, was on a mission to revolutionize legal processes through automation and analytical insights. With a promising trajectory, the company sought to bolster its financial infrastructure to support and sustain its rapid growth. The...
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Case Study, PE Firms, Operations, Value Creation

Culture-Oriented VP of Human Resources for Financial Services Portco

A leading financial services company was on the lookout for a VP of HR. With a strong presence across dozens of locations, the company had been experiencing rapid growth, boasting a revenue in the tens of millions of dollars. Its unique service offering, assisting financial advisors in setting up...
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Human Capital, Case Study, PE Firms, Value Creation

Interim CFO Elevates Real Estate Search Engine’s Financial Strategy

A leading online real estate marketplace specializing in age-restricted communities was at a crossroads. With revenue of $15MM and a team of 50 employees and 20 contractors, they were gearing up to revamp their business model and set their annual budget. The challenges brought on by the pandemic...
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Case Study, PE Firms, Operations, Value Creation

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