Prep For Sale

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

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

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

Interim CFO urgently needed for prep for sale process

PE firm urgently needs an interim CFO to help with prep for sale A PE managing partner came to us with a critical need for an interim CFO to lead their software portco through a sale process. Hoping to sell within the next 3 to 4 months, the managing partner was urgently looking for someone who...
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Human Capital, Case Study, PE Firms, Prep For Sale

Leadership coaching consulting firm needed for executives

PE firm urgently needs leadership coach for prep for sale process A PE vice president came to us with a critical need for leadership coaching services to build up one of their portco’s mid-level management teams in preparation for sale. Looking to exit the company within the next year and with...
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Case Study, PE Firms, Prep For Sale, Finance

LMM VP with vital need for prep for sale resource to successfully support portco in process

Prep for sale resource needed for healthcare tech portco A PE firm came to us with a critical need for an independent prep for sale resource for their healthcare technology company. Ready to sell their portco, they were looking for an interim controller that could come in and manage the book...
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Human Capital, Case Study, PE Firms, Prep For Sale

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