Operations

CASE STUDIES 

Insights on how clients engage and win with BluWave

IT Strategy, Infrastructure Support for Event Services Company

After acquiring a business in the event services space, the company identified gaps in its IT function and required immediate support to implement critical IT initiatives. With no internal IT leadership, the company needed a third-party resource to oversee cybersecurity improvements, formalize IT...
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Case Study, PE Firms, Operations, Value Creation

Direct Procurement Optimization for LED Lighting Manufacturer

A lower middle-market private equity firm required a Spanish-speaking direct procurement consultant with expertise in Mexico to optimize the supply chain strategy of its LED lighting manufacturing portfolio company. The firm sought an advisor with local knowledge and industry expertise to ensure...
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Case Study, PE Firms, Operations, Value Creation

Payments Optimization for Wellness Software Company

A software company that serves boutique wellness studios wanted to improve its payment processing strategy. With payments comprising 40 percent of its revenue, the company needed a consultant with deep payments expertise to conduct a thorough assessment, optimize processor arrangements, and manage...
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Case Study, PE Firms, Operations, Value Creation

Growth Strategy Consultant for Manufacturing Portfolio Company

A private equity firm required a third-party growth strategy consultant to assess and optimize the commercial function of its manufacturing portfolio company. The business was facing top-line softness and needed to increase its revenue and earnings per headcount in key departments. Service Area:...
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Case Study, PE Firms, Operations, Value Creation

E-commerce Data Specialist To Optimize Boots Store on Amazon

An upper-middle market PE firm sought a solution to enhance its boot manufacturing and distribution portfolio company’s performance on Amazon. The goal was to move beyond basic B2B sales tactics and implement advanced analytics to optimize third-party digital channels. Service Area: Technology...
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Case Study, PE Firms, Operations, Value Creation

Custom Reporting for Construction Operational Insight Boosts Company Value

Two small construction and engineering companies required a solution to gather data from various databases and present it through Tableau or Power BI. The focus was on sales statistics, operational data and individual performance metrics, all within a constrained budget. Service Area: Technology...
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Case Study, PE Firms, Operations, Value Creation

Optimizing Performance in Staffing: Business Intelligence Drives Branch Success

The client, a commercial staffing company, sought to enhance branch-level performance by identifying key profitability metrics. The goal was to establish an ongoing reporting structure to manage and optimize the performance of salesforce, recruiters and branch managers. Service Area: Technology...
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Case Study, PE Firms, Operations, Value Creation

Veterinary Business Needs Help with Complex Data Warehouse Software

The PE firm required a robust data warehousing solution for a new veterinary software platform under LOI. The project aimed to consolidate various data systems like CRM, general ledger, billing and payroll into a single warehouse for efficient reporting. Service Area: Technology Client Type:...
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Case Study, PE Firms, Operations, Value Creation

Hybrid Finance Professional for Construction Company Leadership

A lower-middle market private equity firm sought a unique finance professional for its construction portfolio company. This role required a hybrid skill set – half data analyst and half finance expert – to identify key performance indicators and supplement the leadership team. Service Area: Human...
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Case Study, Operations, Value Creation

Revolutionizing Sales Strategies for a Robust Roofing Roll-Up

A progressive roofing roll-up, specializing in both residential and commercial sectors, sought to enhance its sales strategies and expand its footprint. The company aimed to recruit a VP of Sales, a unique role envisioned as a dynamic force to lead a national sales team, streamline sales...
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Case Study, Operations, Value Creation

Versatile Controller for an Innovative Legal Tech SaaS Business

A burgeoning U.S.-based legal tech SaaS business, backed by a PE firm, was on a mission to revolutionize legal processes through automation and analytical insights. With a promising trajectory, the company sought to bolster its financial infrastructure to support and sustain its rapid growth. The...
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Case Study, PE Firms, Operations, Value Creation

Interim CFO Elevates Real Estate Search Engine’s Financial Strategy

A leading online real estate marketplace specializing in age-restricted communities was at a crossroads. With revenue of $15MM and a team of 50 employees and 20 contractors, they were gearing up to revamp their business model and set their annual budget. The challenges brought on by the pandemic...
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Case Study, PE Firms, Operations, Value Creation

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