Deal Team (3)

CASE STUDIES 

Insights on how clients engage and win with BluWave

Imperative Sales Force Effectiveness and GTM Strategy Needed

PE firm urgently needs to assess effectiveness of sales team at healthcare portco A middle-market PE firm Partner came to us with a prompt need to assess the existing sales team and go-to-market strategy at one of their portfolio companies that provides medical equipment and asset management...
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Case Study, PE Firms, Value Creation, Deal Team

IT due diligence provider with niche expertise

IT due diligence needed for business analytics company A LMM Founding and Managing Partner came to us with a pressing need to perform IT Due Diligence on a company they were evaluating. The target was a business analytics company that ingests POS data from retailers, analyzes it, and then shares...
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Case Study, PE Firms, Deal Team, Due Diligence

Interim CEO with Niche Manufacturing Expertise

Interim CEO with manufacturing expertise needed to help grow business A principal at a LMM PE firm approached us with a critical need for an interim CEO with deep manufacturing expertise. Having held their manufacturing portfolio company for a full year, the firm was looking to bring in a new CEO...
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Case Study, PE Firms, Value Creation, Deal Team

Interim CHRO Critically Needed To Integrate HR Department Platforms During A Merger

An interim CHRO was needed during a multi-business merger A principal at a middle market PE firm came to us with a vital need for an interim CHRO for their new global consulting platform that was a merger of 3 companies. The platform was closing in 3 to 5 days, our client needed the interim CHRO as...
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Case Study, PE Firms, Value Creation, Deal Team

Urgent Digital Marketing Consultant for Entire Portfolio

Portfolio-wide need for digital marketing consultant A PE VP of Operations came to us with a critical need for a digital marketing consultant for their entire portfolio. Each company within the firm’s portfolio was experiencing similar problems around communicating digital marketing spend. They saw...
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Case Study, PE Firms, Value Creation, Deal Team

Immediate Board Member for CEO Support with Niche Expertise

A Partner at a LMM PE firm came to us with an immediate need for a board member for the manufacturing company they recently closed on. The PE firm bought the company from the founder and was in need of an experienced outside board member that could serve as a sounding board for the CEO, work on...
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Case Study, PE Firms, Deal Team

Immediate Interim CTO To Remediate Portco’s Tech Stack

Recent healthcare TPA acquisition needs interim CTO A PE firm VP came to us with an immediate need for an interim CTO for their recent healthcare TPA acquisition. Having recently closed on the portco, they were looking for an individual that could help them remediate and roadmap the company’s tech...
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Case Study, PE Firms, Value Creation, Deal Team

Crucial ERP selection & implementation consultant to integrate disjointed systems at portco

Large Cap firm needs ERP consultant with industry expertise A VP at a Large Cap firm came to us with a critical need for an ERP consultant for one of their portcos. Since the acquisition, the PE firm knew that the company’s disjointed tech stack would need to be integrated. The portco CFO’s role...
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Case Study, PE Firms, Value Creation, Deal Team

Critical ESG diligence provider with industry expertise

ESG diligence needed for a consumer products target A PE firm VP came to us with a critical need for a provider that could perform ESG diligence on a target they had in the consumer products industry. With their 60 days of exclusivity about to begin, the firm needed a provider that could assess the...
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Case Study, PE Firms, Deal Team, Due Diligence

Dual Commercial Due Diligence, GTM Provider Vitally Needed

PE Firm needs commercial due diligence and GTM strategist for construction target A PE firm managing director came to us with a critical need for a commercial due diligence and GTM strategy provider for a target they had in the construction industry. Since identifying this target, they were looking...
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Case Study, PE Firms, Deal Team, Due Diligence

Operational diligence provider urgent for VMS target

Firm needs operational diligence for target VMS manufacturing company A PE firm principal came to us with a critical need for operational diligence on a target they had in the vitamins, minerals, and supplements (VMS) manufacturing space. A week into the diligence process after signing an LOI, the...
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Case Study, PE Firms, Deal Team, Due Diligence

Vital IT diligence provider with specific industry experience

IT diligence provider needed for healthcare portco A PE firm vice president came to us with a critical need for an IT diligence provider for a target they had in the intellectual development disabilities area of the healthcare services industry. With an LOI on the target and a need to close the...
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Case Study, PE Firms, Deal Team, Due Diligence

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