PE Firms (2)

CASE STUDIES 

Insights on how clients engage and win with BluWave

PE Firm Interim VP Placement ‘Exceeded’ Expectations

A lower-middle market PE firm urgently required an interim VP/associate level resource with skills in report writing and modeling. This need arose amidst the transition of their firm’s location, resulting in the departure of two key young employees. Service Area: PE Operations Client Type:...
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Case Study, PE Firms, Value Creation

Strategically Expanding Insurance Company Board Expertise with Physical Therapy Focus

The PE firm sought to enhance the board of its insurance portfolio company with individuals who had extensive experience in commercial insurance in the northeast US, specifically those familiar with physical therapy business partnerships and contract negotiations. Service Area: Human Capital Client...
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Case Study, PE Firms, 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

Transformative Leader for Consumer Products Revitalization

A West Coast company, specializing in the design, manufacture and distribution of proprietary consumer products, found itself at a crossroads. With a diverse product portfolio distributed across multiple countries, the company sought a transformative leadership change to navigate operational and...
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Human Capital, Case Study, PE Firms, Value Creation

Diversifying Talent in a Digital-First Consumer Products Startup

A consumer products startup, operating as a portfolio company of a lower-middle market PE firm, was on a mission to enhance its team with diverse talents. Roles in digital marketing, design/creative, product development and people/operations were open, requiring a recruiting firm that understood...
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Human Capital, Case Study, PE Firms, Value Creation

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

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

Culture-Oriented VP of Human Resources for Financial Services Portco

A leading financial services company was on the lookout for a VP of HR. With a strong presence across dozens of locations, the company had been experiencing rapid growth, boasting a revenue in the tens of millions of dollars. Its unique service offering, assisting financial advisors in setting up...
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Human Capital, Case Study, PE Firms, 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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