PE Firms (5)

CASE STUDIES 

Insights on how clients engage and win with BluWave

Interim CIO Leads Complex Carve-out Integration

Amid a complex carve-out situation, a leading private equity firm sought an interim CIO with deep expertise in financial services. The goal was to establish seamless IT integration for a financial services carve-out from a large bank. BluWave’s expertise in connecting clients with specialized...
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Case Study, PE Firms, Value Creation

Navigating an Intercontinental Aerospace Merger

When a middle-market private equity firm acquired an international aerospace entity, the challenge of seamless integration across borders emerged. Seeking expertise beyond their organization, they turned to BluWave for strategic matchmaking with a post-merger integration (PMI) specialist. The firm...
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Case Study, PE Firms, Deal Team, Due Diligence

Seamless Integration for a PortCo’s First Add-On Acquisition

A lower-middle market private equity firm’s portfolio company was poised for its first substantial add-on acquisition. The organization specialized in transaction-based due diligence support for law firms, encompassing vital tasks such as litigation summaries, background checks and certificates of...
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Case Study, PE Firms, Operations, Due Diligence

Manufacturing Growth through Market Insight Diligence

Our middle-market private equity firm client sought to empower its portfolio company operating in industrial manufacturing. The portco was a leader in gas nitriding technology, primarily catering to the automotive, aviation and industrial sectors. The firm aimed to broaden the company’s horizons by...
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Case Study, PE Firms, Deal Team, Due Diligence

Industry-Specific Growth Experts for PE Firm’s Portcos

A forward-thinking lower-middle-market private equity firm aimed to empower its newly acquired portfolio companies through a comprehensive onboarding and strategic planning process. The objective was to shape a clear five-year plan encompassing customer segmentation, core value proposition...
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Case Study, PE Firms, Operations, Value Creation

Interim CFO with PE Experience for Tech Software Company

A lower-middle-market PE firm sought to support its recent acquisition of a tech software company specializing in IT solutions and tools. With an impressive revenue of more than $10 million, the company lacked prior PE backing and a CFO. An interim CFO was identified as the perfect solution to...
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Case Study, PE Firms, Value Creation

Interim CFO To Customize BI&A for Commercial Roofing Company

A lower-middle market PE firm needed an interim CFO at its portco to bolster the new commercial roofing platform’s financial visibility. The platform required a robust KPI dashboard and business intelligence tools to integrate seamlessly with its IT systems, facilitating efficient financial...
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Case Study, PE Firms, Value Creation

Streamlining Growth: Industrial Services HR Integration Consultant

A lower-middle market private equity firm sought BluWave’s assistance in integrating three specialty industrial contracting businesses into a new holding company. These businesses, operating in scaffolding, painting and other services across petrochemical, general manufacturing, and aerospace and...
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Case Study, PE Firms, Value Creation

On Short Notice, Interim CEO Turns Around Construction PortCo

A small-market PE firm engaged BluWave for their interim executive expertise to address a critical need at a mechanical contracting portfolio company. The business faced sudden changes in its leadership, as the existing CEO decided not to proceed with the planned transition. The PE firm sought a...
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Case Study, PE Firms, Value Creation

Interim CFO: Complex Situation for Rapidly Growing Healthcare Services Business

A lower-middle market private equity firm sought BluWave’s expertise in interim executive searches to assist one of their portfolio companies in the healthcare services industry. The company provides physician management and cancer center development services to hospitals and physician partners....
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Case Study, PE Firms, Value Creation

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

CEO Search for Rapid Expansion of Residential Services Portco

A home services company, focused on consolidation and rapid growth, was in need of a new CEO. Having completed nine acquisitions and added key executives to their leadership team, they sought a strong executive recruiting firm that could identify and place a CEO with the right industry experience...
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Case Study, PE Firms, Operations, Value Creation

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