PE Firms

CASE STUDIES 

Insights on how clients engage and win with BluWave

Interim CFO Drives Pre-Sale Execution Amid Accounting Complexity

A private equity firm was preparing to exit a fast-growing, multi-location technology portfolio company. With strong revenue and EBITDA momentum and an aggressive 60–90 day timeline, the sponsor needed an interim CFO to lead audit readiness, support pro forma adjustments, and oversee the diligence...
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Case Study, PE Firms, Prep For Sale

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

CEO Search for D2C Water Filtration 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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Human Capital, Case Study, PE Firms, 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

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

Search for CFO To Lead Funeral Home Expansion

A lower-middle market PE firm needed to initiate a search for a new CFO for its portfolio company in the retail sector, focusing on funeral home and cremation services. This was prompted by the departure of the current CFO to a role with a larger company, leaving a gap in strategic financial...
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Human Capital, Case Study, PE Firms, Value Creation

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

Interim CEO To Lead Difficult Transition for Aerospace Distribution

A PE firm was in urgent need of an interim CEO for its portfolio company in the industrial distribution space, specializing in aerospace. The incoming CEO needed to replace the outgoing general manager immediately upon deal signing, ensuring business continuity. Service Area: Human Capital Client...
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Case Study, PE Firms, Value Creation

Pricing Expert To Reformulate SaaS Company To Value-Based Strategy

A customer engagement platform company, specializing in software for transactional websites and mobile apps, sought to reformulate its pricing strategy. Moving from a traditional SaaS model to a more value-based approach, the company aimed to better align pricing with the value delivered to its...
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Case Study, PE Firms, Value Creation

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

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