Enhancing Operational Diligence for PE Firm in the Multi-Family Services Industry

The client, a private equity firm, sought an operations diligence provider with expertise in the multi-family services industry. They needed a thorough assessment of a target company that offers exterior and interior renovation, restoration and maintenance services for large-scale Class A and B properties.

Under an LOI for a potential acquisition, the client needed to evaluate whether the target’s operations were best in class and identify opportunities for improvement. Challenges included assessing the scalability of operations, evaluating the subcontractor base, addressing data and analytics gaps, and ensuring the necessary operational infrastructure was in place for future growth.

BluWave connected the client with experienced operations diligence specialists who possessed deep knowledge of the multi-family services industry. These experts conducted a comprehensive evaluation of the target’s operations, focusing on workflow efficiency, margin analysis, performance management and the effectiveness of subcontractor partnerships. They provided actionable insights to enhance operational infrastructure and support the firm’s scaling efforts.

With BluWave’s assistance in connecting them with the right specialists, the client successfully completed the operational diligence process. The thorough evaluation provided a clear understanding of the target’s operational strengths and areas for improvement, facilitating an informed investment decision. The insights gained also outlined strategic opportunities to optimize operations post-acquisition, ensuring sustained growth and efficiency.