Operations (3)

CASE STUDIES 

Insights on how clients engage and win with BluWave

Supply Chain Diligence Helps Food Company Identify Synergies, Cost Savings

A portfolio company in the food and ingredients industry needed help assessing the viability of integrating three distinct supply chains. They were looking for a supply chain diligence provider with industry expertise. Service Area: Operations Diligence Client Type: Portfolio Company Service...
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Case Study, PE Firms, Operations, Value Creation

HIPAA Audit Needed for IT Firm Serving Healthcare Industry

An IT firm that serves the mid-size and enterprise market needed compliance help around HIPAA laws Service Area: Compliance & Regulatory Client Type: Portfolio Company Service Provider Type: Supply Chain Technology Firm Industry: Information Technology Managed Care Services The Need Healthcare...
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Case Study, Operations, Value Creation, PE-Backed Companies

List-Build Expert Needed To Grow Portco Contacts

A PE-firm’s portcos were wasting precious time manually building lists by going from website to website and scraping LinkedIn. They needed an experienced third-party resource that could create a contact map with shared customers across multiple businesses. Service Area: List Builds Client Type:...
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Case Study, PE Firms, Operations, Value Creation

Pricing strategy expert urgently needed for SaaS portco

Building out a new product GTM strategy, PE firm & portco needs pricing expert A PE senior associate came to us with a critical need for a pricing strategy expert for their SaaS portfolio company that was developing a new application to sell into the healthcare sector. The firm and portco had been...
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Case Study, PE Firms, Operations, Value Creation

Urgent need for sales & marketing focused org design consultant

PE firm needs consulting group to improve sales and marketing functions A PE partner came to us with an urgent need for a boutique sales consulting group that could perform a sales diagnostic for their software portfolio company and help with org design for the company’s sales and marketing...
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Case Study, PE Firms, Operations, Value Creation

Merger integration consultant urgently needed for software & industrial services merger

PE firm critically needs merger integration experts A PE operating partner came to us with a critical need for a merger integration consultant to help them develop a playbook, provide resource coaching, and execute a planned merger of their existing portco with a new add-on in the software sector...
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Case Study, PE Firms, Operations, Value Creation

ESG consultant needed across portfolio

PE founder needs ESG consultant for 3-year plan A PE firm founder came to us with a critical need for an ESG consultant that could help their firm develop an ESG plan and implement it across their portfolio. Having recently recognized the growing importance of ESG to GPs and LPs, they urgently...
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Case Study, PE Firms, Operations, Value Creation

Compliance group urgently needed for quality control process

Urgent need for FDA compliance group A PE firm’s principal of operations came to us with a critical need for a compliance group that could help them assess a target pharmaceutical manufacturing company’s FDA-certified quality control process. Working on a fragile deal, the firm needed an expert...
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Case Study, PE Firms, Operations, Value Creation

Cost Reduction Group Saves Plastics Company Over $10M in Annual Savings

Cost reduction group needed to immediately cut costs A private equity firm acquired a leading plastics company that designed and manufactured innovative plastic-injection-molded products. The firm believed there was room for improvement and cost reductions in the company’s supply contracts. Still,...
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Case Study, PE Firms, Operations, Value Creation

Field operations expert needed for niche industry

SVP needs expert to improve operations performance for construction services portco An SVP of a northeast-based PE firm came to us with an urgent need for an ops performance and improvement expert that could improve the management of their construction services portco’s field ops team. The PE firm...
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Case Study, PE Firms, Operations, Value Creation

Vital Procurement Consulting Group for Supply Chain Issues

Manufacturing company in need of procurement consulting group A food & beverage manufacturing company needed a procurement consulting group that could generate input cost savings. Having been recently acquired they needed a resource to develop and implement a sophisticated purchasing and...
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Case Study, Operations, Value Creation, PE-Backed Companies

Critical Lean Six Sigma Expert to Improve Operations

Lean Six Sigma consultant need to improve operational efficiencies A proactive manufacturing company came to us with a critical need for an operational performance and improvement consultant that could evaluate and redesign the existing layout of their warehouses. There was a lack of logistical...
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Case Study, Operations, PE-Backed Companies

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