Deal Team

CASE STUDIES 

Insights on how clients engage and win with BluWave

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

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

Market Study for Financial Services Acquisition Target

An upper-middle market PE firm wanted to conduct a comprehensive market study on an acquisition target: a company that provides part-time finance resources and accounting services to non-profits. Service Area: Commercial Due Diligence Client Type: Upper-Middle Market Private Equity Firm Service...
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Case Study, PE Firms, Deal Team, Due Diligence

Navigating an Intercontinental Aerospace Merger

When a middle-market private equity firm acquired an international aerospace entity, the challenge of seamless integration across borders emerged. Seeking expertise beyond their organization, they turned to BluWave for strategic matchmaking with a post-merger integration (PMI) specialist. The firm...
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Case Study, PE Firms, Deal Team, Due Diligence

Manufacturing Growth through Market Insight Diligence

Our middle-market private equity firm client sought to empower its portfolio company operating in industrial manufacturing. The portco was a leader in gas nitriding technology, primarily catering to the automotive, aviation and industrial sectors. The firm aimed to broaden the company’s horizons by...
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Case Study, PE Firms, Deal Team, Due Diligence

Healthcare-Focused Finance Consultant for Portco

The PE firm was ready to sell its diagnostic supplies and equipment manufacturer and was looking for a financial expert to get them across the finish line. Service Area: Financial Modeling & Analysis Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Independent Consultant...
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Case Study, PE Firms, Prep For Sale, Deal Team

HVAC Industry Experts Set Up PE Firm’s Portco Exit

The Need Industry-focused firm with union experience to conduct market research, headhunt C-suite executives for portco Service Area: Commercial Due Diligence: Market Study and Recruiting Client Type: Mid-Market Private Equity Firm Service Provider Type: PE-focused Diligence Advisory Firm Industry:...
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Case Study, PE Firms, Prep For Sale, Deal Team

Recruiter for Interim Controller Critically Needed

Firm had immediate need for interim finance recruiting firm with SaaS experience A PE partner came to us with a vital need for a recruiting firm to place an interim controller in their software portco. The recent departure of their previous controller and senior accountant left the PE firm in...
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Case Study, PE Firms, Deal Team

Digital Marketing Expert Boosts Tech Portfolios for PE Firm

Firm needs consultant to enhance digital marketing efforts across portcos A PE managing director came to us with a critical need for a product marketing and positioning independent contractor who could advise several of the tech and software companies in his firm’s portfolio on their digital...
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Case Study, PE Firms, Value Creation, Deal Team

Quality of earnings provider needed for healthcare target

On-site quality of earnings provider needed immediately A PE firm associate came to us with a critical need for a provider to perform quality of earnings diligence on a target healthcare company. With their go-to providers booked up, they urgently needed a provider with capacity to quickly assess...
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Case Study, PE Firms, Deal Team, Due Diligence

Interim CFO Crucially Needed for Portco Carveout

Firm needs interim CFO to lead carveout A principal at a PE firm came to us with a critical need for an interim CFO to lead the carveout of a manufacturing company that they had just signed on. With closing occurring in 60 days and a 12-month TSA that would then begin, the firm urgently needed an...
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Case Study, PE Firms, Value Creation, Deal Team

Environmental diligence critically needed for target

Evaluating target company, firm needs environmental diligence provider A PE firm managing director came to us with a critical need for an environmental diligence provider to assess a target company they had in the manufacturing sector. Having recently signed an LOI, the firm had 60 days to quickly...
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Case Study, PE Firms, Deal Team, Due Diligence

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