PE Firms (6)

CASE STUDIES 

Insights on how clients engage and win with BluWave

Streamlining Data Insights: Creating a Real-Time Dashboard Solution

A company in the field services industry faced challenges with managing and extracting valuable insights from their vast amount of data. With data spread across 15 different sources, the client lacked a centralized view and struggled to gain meaningful intelligence. They sought the expertise of an...
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Case Study, PE Firms, Value Creation, Other Functional Leads

How BluWave Enabled Massive Turnaround of Family-Held Business

A multi-generation family-owned business faced significant challenges due to declining financial performance and market dynamics. The company also suffered a cyberattack that exposed weaknesses in its IT infrastructure. Recognizing the need for help, ownership sought external expertise to guide...
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Case Study, PE Firms, Prep For Sale, Finance

HR Carveout Assistance for Lower-Middle Market PE Firm

A lower-middle market PE firm required an HR consultant experienced in HR carveouts to support their project. The client needed assistance in negotiating a Transition Services Agreement (TSA) within a three-week timeframe and guidance in managing the interim transitions of insurance, benefits, and...
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Human Capital, Case Study, PE Firms, Value Creation

Accelerated Market Study for PE Firm in Accounting Services

A large-cap private equity firm was exploring an opportunity in the Accounting Services space and needed recommendations for a market study provider and a river guide who were deeply familiar with the industry. Service Area: Accounting Services: Commercial Diligence Client Type: Large Cap PE Firm...
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Case Study, PE Firms, Finance, Due Diligence

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

Offshoring Experts Sought To Save Time, Lower Portco’s Operation Costs

PE firm sought offshore assistance with manual tasks to increase efficiency, lower costs and focus on higher order. Service Area: Offshoring Client Type: Lower-Middle Market Private Equity Firm Service Provider Type: Business Process Outsourcing – Offshoring Industry: Human Capital The Need...
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Human Capital, Case Study, PE Firms, Value Creation

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

Interim CEO for Manufacturing Company Seeking Permanent Replacement

Struggling to get the right CEO in place for its portco, the PE firm needed a stopgap while it prepared an internal candidate to take over as its long-term chief executive officer. Service Area: Interim CEO Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Interim...
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Human Capital, Case Study, PE Firms, Value Creation

Healthcare-Focused Finance Consultant for Portco

The PE firm was ready to sell its diagnostic supplies and equipment manufacturer and was looking for a financial expert to get them across the finish line. Service Area: Financial Modeling & Analysis Client Type: Upper-Middle Market Private Equity Firm Service Provider Type: Independent Consultant...
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Case Study, PE Firms, Prep For Sale, Deal Team

HVAC Industry Experts Set Up PE Firm’s Portco Exit

The Need Industry-focused firm with union experience to conduct market research, headhunt C-suite executives for portco Service Area: Commercial Due Diligence: Market Study and Recruiting Client Type: Mid-Market Private Equity Firm Service Provider Type: PE-focused Diligence Advisory Firm Industry:...
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Case Study, PE Firms, Prep For Sale, Deal Team

Recruiter for Interim Controller Critically Needed

Firm had immediate need for interim finance recruiting firm with SaaS experience A PE partner came to us with a vital need for a recruiting firm to place an interim controller in their software portco. The recent departure of their previous controller and senior accountant left the PE firm in...
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Case Study, PE Firms, Deal Team

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

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