Finance

CASE STUDIES 

Insights on how clients engage and win with BluWave

Executive Search Firm Financial Controller for Growing Business Services Company

A tech-enabled business services company, rebounding post-pandemic with aspirations to exceed 9 figures in revenue and millions in EBITDA, was in urgent need of a controller. This role was critical for directing the company’s financial strategy and supporting the newly appointed CFO in building a...
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Case Study, PE Firms, Value Creation, Finance

Financial Integration Support for Chemical Manufacturer

A chemical manufacturer operating in the specialty treatment chemicals industry sought assistance with financial integration for their add-on acquisitions. With a focus on bridging the gap in financial onboarding and consolidating reporting packages, the client needed a specialized team to provide...
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Case Study, PE Firms, Value Creation, Finance

How BluWave Enabled Massive Turnaround of Family-Held Business

A multi-generation family-owned business faced significant challenges due to declining financial performance and market dynamics. The company also suffered a cyberattack that exposed weaknesses in its IT infrastructure. Recognizing the need for help, ownership sought external expertise to guide...
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Case Study, PE Firms, Prep For Sale, Finance

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...
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Case Study, PE Firms, Finance, Due Diligence

Fiber Optics Company Building Out Executive Team for New Division

The CFO of a telecommunications company that specializes in wireless internet needed help building out its executive team for a new division of its business. Service Area: Human Capital: Recruiters Client Type: Portfolio Company Service Provider Type: Telecommunications-Focused Recruitment Firm...
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Case Study, Value Creation, Finance, PE-Backed Companies

Fast-Growing Company Needs Help Managing Transactions

A rapidly expanding outsourced waste management company had outgrown its accounts payable automation tool. With a modest-sized IT team, they needed expert help with greater depth and engineering to better handle their growth requirements. Service Area: System Selection & Implementation Client Type:...
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Case Study, Value Creation, Finance, PE-Backed Companies

Leadership coaching consulting firm needed for executives

PE firm urgently needs leadership coach for prep for sale process A PE vice president came to us with a critical need for leadership coaching services to build up one of their portco’s mid-level management teams in preparation for sale. Looking to exit the company within the next year and with...
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Case Study, PE Firms, Prep For Sale, Finance

Post-Merger Integration Support Critically Needed

CFO urgently needed support with post-merger integration The CFO of a PE-backed healthcare services company came to us with a critical need for post-merger integration support. They were in the process of integrating an add-on acquisition and urgently needed an expert to come in and manage the...
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Case Study, Value Creation, Finance, PE-Backed Companies

Vital MSP to optimize and monitor Azure

PE Firm and portco contact BluWave for MSP need An LMM PE firm ops partner and portco CFO came to us with a critical need for an IT Managed Services Provider (MSP) that could optimize and monitor the portco’s needs in the Azure development space. With past reliance on a small team that set...
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Case Study, PE Firms, Value Creation, Finance

Interim CFO To Support Current CFO During Add-On Acquisition

Interim CFO needed for post-close accounting support at portco A CFO at a PE-backed consumer products portco came to us with an urgent need for post-closing accounting support for an add-on acquisition the firm was about to close on for the portco. With the add-on about to close, there was an...
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Case Study, PE Firms, Finance

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