Due Diligence

CASE STUDIES 

Insights on how clients engage and win with BluWave

Interim Leadership for Manufacturing Company Amid Operational Strain

A private equity firm needed an interim COO for its recently acquired manufacturing portfolio company in the Southwest U.S. The company faced significant operational strain due to leadership vacancies and increased demand, leading to production delays and growing backlogs. Service Area: Human...
Arrow Icon
Case Study, PE Firms, CEOs, Due Diligence

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:...
Arrow Icon
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...
Arrow Icon
Case Study, PE Firms, Deal Team, Due Diligence

Transforming Big Data into Actionable Insights for Legal Services

A portfolio company in the B2B legal services sector reached out with a specific challenge. They had an Excel dataset with three tabs, each containing 1 million rows of transaction data. Their objective was to create cohort analyses and slice and dice this vast amount of information. Given Excel’s...
Arrow Icon
Case Study, PE Firms, Due Diligence

Revamping Market Positioning, Expanding with M&A

A portfolio company sought help improving its market positioning and evaluating strategic M&A prospects within the HR SaaS sector. With a strong tech-focused approach, the firm aimed to identify adjacent markets and solidify its foothold through targeted acquisitions. Service Area: Commercial Due...
Arrow Icon
Case Study, PE Firms, 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...
Arrow Icon
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...
Arrow Icon
Case Study, PE Firms, Deal Team, Due Diligence

Exploring Uncharted Territories: Fireworks Industry Due Diligence

With an upcoming deal on the horizon, a middle-market private equity firm recognized the need for a comprehensive due diligence process tailored to the distinctive consumer products landscape. The target industry was fireworks, a space characterized by its unique challenges, regulatory intricacies...
Arrow Icon
Case Study, Due Diligence

Seamless Integration for a PortCo’s First Add-On Acquisition

A lower-middle market private equity firm’s portfolio company was poised for its first substantial add-on acquisition. The organization specialized in transaction-based due diligence support for law firms, encompassing vital tasks such as litigation summaries, background checks and certificates of...
Arrow Icon
Case Study, PE Firms, Operations, 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...
Arrow Icon
Case Study, PE Firms, Deal Team, Due Diligence

Accelerated Market Study for PE Firm in Accounting Services

A large-cap private equity firm was exploring an opportunity in the Accounting Services space and needed recommendations for a market study provider and a river guide who were deeply familiar with the industry. Service Area: Accounting Services: Commercial Diligence Client Type: Large Cap PE Firm...
Arrow Icon
Case Study, PE Firms, Finance, Due Diligence

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...
Arrow Icon
Case Study, PE Firms, Deal Team, Due Diligence

RESOURCES

svgexport-28

Podcasts

res-3 (2)-1

Dive Blog

svgexport-29 (1)

Newsroom

res-5

Events

READY TO START A PROJECT?