Deal Team (4)

CASE STUDIES 

Insights on how clients engage and win with BluWave

Senior advisor with pharmacy expertise immediately needed

Senior advisor vitally needed for healthcare services portco A PE firm came to us with a critical need for a senior advisor for their healthcare services pharmacy company. Having recently acquired the company and already struggling with direct specialty contracts, they urgently needed someone to...
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Case Study, PE Firms, Value Creation, Deal Team

Voice of Customer provider critically needed

Voice of Customer research critically needed An investment principal at a PE firm came to us with a critical need for Voice of Customer research on a target they had an LOI on in the staffing and recruiting industry. Expecting to get full exclusivity on the target in the next two weeks, they were...
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Case Study, PE Firms, Deal Team, Due Diligence

Immediate strategy session facilitator

Firm immediately needs strategy session facilitator for portco A PE firm principal came to us with an immediate need for a strategy session facilitator for their software portfolio company. Having recently acquired the business, the firm wanted to quickly get the portco into strategy sessions so...
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Case Study, PE Firms, Deal Team, Due Diligence

Prompt HR diligence provider willing to go the extra mile

PE Firm needs HR diligence for fintech target A private equity firm came to us with a critical need for an HR consultant to conduct HR-focused diligence on a new target in the fintech space. With the target under LOI, the firm wanted to go a step further than normal and have an HR expert come in...
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Case Study, PE Firms, Deal Team, Due Diligence

Market study immediately needed from specialized provider

Firm urgently needs market study for target portco A PE firm investment vice president came to us with an immediate need for a time-sensitive market study on a potential deal they were looking at in the home safety aspect of the construction industry. With their go-to commercial due diligence...
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Case Study, PE Firms, Deal Team, Due Diligence

Commercial Due Diligence Provider Immediately Needed To Assess Potential Target

Commercial due diligence provider needed for software market study A PE firm vice president came to us with a critical need for a commercial due diligence provider that could complete a proactive market study for an asset that they expected to come to market in the next month. With their go-to...
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Case Study, PE Firms, Deal Team, Due Diligence

Strategic post-merger integration support

Firm vitally needs integration support for ecommerce portco A PE firm came to us with a critical need for post-merger integration support for their ecommerce portfolio company. Since investing in the company, M&A was part of the strategy but the company had no experience in executing or managing...
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Case Study, PE Firms, Value Creation, Deal Team

Large Cap VP urgently needs post-merger integration support

Post-merger integration needed for healthcare portco A PE firm vice president of portfolio operations came to us with a critical need for post-merger integration support for their healthcare services company. They were five months into the value creation plan for the portco and were in the process...
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Case Study, PE Firms, Deal Team, Due Diligence

Interim CFO Urgently Needed after Abrupt Resignation

Firm has immediate need for PE-grade interim CFO A PE firm came to us with an immediate need for an interim CFO for their automotive aftermarket company. With the existing CFO transitioning out within two weeks after an abrupt resignation, they needed to act fast to find a replacement. Not having...
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Case Study, PE Firms, Value Creation, Deal Team

Quickly perform digital marketing due diligence on new business

Firm quickly needs digital marketing diligence on target Understanding the digital landscape has never been more important. Our PE firm client needed a resource to perform digital marketing due diligence for an e-commerce-enabled aftermarket products business. To build confidence in the investment,...
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Case Study, PE Firms, Deal Team, Due Diligence

Niche eCommerce Resource within Specific Budget Criteria

Firm came to us with need for expert e-commerce resource A PE firm approached us to connect them with a specialized expert third-party resource with extensive online retail experience. More specifically, the firm wanted expertise with Amazon and Wayfair metrics in order to understand the viability...
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Case Study, PE Firms, Deal Team, Due Diligence

Commercial Diligence Needed for Healthcare Target

Commercial diligence provider urgently needed for healthcare target A PE firm client came to us with an urgent need for a provider to perform commercial due diligence on a healthcare target they had in the skilled nursing and assisted living facilities space. With an IOI on the company, the PE firm...
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Case Study, PE Firms, Deal Team, Due Diligence

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