Service Area: Sales & Marketing
Client Type: Lower Middle-Market Private Equity Firm
Service Provider Type: Strategic B2B Sales Consultant
Industry: Professional Services
A private equity firm exploring investments in the workers’ comp and payor services market sought a targeted go-to-market (GTM) diligence strategy. With experience in other sectors, they needed an expert to assess smaller firms’ GTM potential and drive a value creation plan for sub-$10M EBITDA companies.
The PE firm required an approach that could be applied to lower middle-market companies, where scalability and tailored GTM initiatives were essential. With limited experience in the payor services space, they needed a partner who could provide expertise in niche market dynamics and build a framework for long-term growth.
BluWave quickly sourced a specialized B2B sales consultant with expertise in GTM strategies for professional services. This consultant worked closely with the firm to conduct thorough GTM diligence, focusing on sector-specific growth levers and competitive positioning. BluWave’s consultant provided a customized framework for scaling GTM efforts, ensuring the firm could efficiently apply this model across future acquisitions.
With a focused GTM diligence process, the PE firm gained actionable insights for expanding in the workers’ comp and payor services market. The customized strategy allowed the firm to confidently pursue investment opportunities with a clear framework for organic growth and value creation, solidifying their competitive position in this targeted niche.
