Value Creation (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

Hybrid Finance Professional for Construction Company Leadership

A lower-middle market private equity firm sought a unique finance professional for its construction portfolio company. This role required a hybrid skill set – half data analyst and half finance expert – to identify key performance indicators and supplement the leadership team. Service Area: Human...
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Case Study, Operations, Value Creation

Enhancing M&A, Financial Operations in Healthcare with Strategic Staffing

A private-equity owned healthcare services provider, specializing in traumatic brain injury care, was gearing up for an eventual sale. They required highly skilled junior finance and accounting talent on a short-term or project basis to handle active M&A activities and internal projects, balancing...
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Human Capital, Case Study, Value Creation, PE-Backed Companies

Interim CFO To Revolutionize Financial Forecasting for Construction Portco

Service Area: Human Capital Client Type: Construction Services Portfolio Company Service Provider Type: Interim CFO Industry: Construction and Engineering The Need Advanced Financial Forecasting for Strategic Growth A leading construction services portfolio company needed a sophisticated 13-week...
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Human Capital, Case Study, Value Creation, PE-Backed Companies

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

Revolutionizing Sales Strategies for a Robust Roofing Roll-Up

A progressive roofing roll-up, specializing in both residential and commercial sectors, sought to enhance its sales strategies and expand its footprint. The company aimed to recruit a VP of Sales, a unique role envisioned as a dynamic force to lead a national sales team, streamline sales...
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Case Study, Operations, Value Creation

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