Value Creation (7)

CASE STUDIES 

Insights on how clients engage and win with BluWave

Urgent need for sales & marketing focused org design consultant

PE firm needs consulting group to improve sales and marketing functions A PE partner came to us with an urgent need for a boutique sales consulting group that could perform a sales diagnostic for their software portfolio company and help with org design for the company’s sales and marketing...
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Case Study, PE Firms, Operations, Value Creation

Digital Marketing Expert Boosts Tech Portfolios for PE Firm

Firm needs consultant to enhance digital marketing efforts across portcos A PE managing director came to us with a critical need for a product marketing and positioning independent contractor who could advise several of the tech and software companies in his firm’s portfolio on their digital...
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Case Study, PE Firms, Value Creation, Deal Team

Merger integration consultant urgently needed for software & industrial services merger

PE firm critically needs merger integration experts A PE operating partner came to us with a critical need for a merger integration consultant to help them develop a playbook, provide resource coaching, and execute a planned merger of their existing portco with a new add-on in the software sector...
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Case Study, PE Firms, Operations, Value Creation

Specialized Recruiting Firm Vitally Needed by Portco CEO

Portco CEO needs to hire new Head of Sales The CEO of a residential services portfolio company came to us with a critical need for a recruiting firm that could source a Head of Sales for the company. The business’ primary focus was equipment rental, waste management, and construction; therefore,...
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Case Study, Value Creation, CEOs, PE-Backed Companies

ESG consultant needed across portfolio

PE founder needs ESG consultant for 3-year plan A PE firm founder came to us with a critical need for an ESG consultant that could help their firm develop an ESG plan and implement it across their portfolio. Having recently recognized the growing importance of ESG to GPs and LPs, they urgently...
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Case Study, PE Firms, Operations, Value Creation

Interim CFO Crucially Needed for Portco Carveout

Firm needs interim CFO to lead carveout A principal at a PE firm came to us with a critical need for an interim CFO to lead the carveout of a manufacturing company that they had just signed on. With closing occurring in 60 days and a 12-month TSA that would then begin, the firm urgently needed an...
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Case Study, PE Firms, Value Creation, Deal Team

Compliance group urgently needed for quality control process

Urgent need for FDA compliance group A PE firm’s principal of operations came to us with a critical need for a compliance group that could help them assess a target pharmaceutical manufacturing company’s FDA-certified quality control process. Working on a fragile deal, the firm needed an expert...
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Case Study, PE Firms, Operations, Value Creation

Leadership coach vitally needed for new CFO

Leadership Coach needed to mentor new CFO A PE firm principal came to us with a critical need for a CFO consultant for their manufacturing portco. Since their seasoned CFO left the company around a year ago, a young, less experienced CFO entered the leadership role. Having never been a CFO before,...
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Case Study, PE Firms, Value Creation, Deal Team

Cost Reduction Group Saves Plastics Company Over $10M in Annual Savings

Cost reduction group needed to immediately cut costs A private equity firm acquired a leading plastics company that designed and manufactured innovative plastic-injection-molded products. The firm believed there was room for improvement and cost reductions in the company’s supply contracts. Still,...
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Case Study, PE Firms, Operations, Value Creation

Interim CHRO Urgently Needed for Software Portco

Firm needs top interim CHRO for fast growing portco A managing director came to us with a critical need for an interim CHRO for their software portfolio company. Having recently experienced meaningful growth through M&A, the portfolio company urgently needed a top interim CHRO to act as a strategic...
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Human Capital, Case Study, PE Firms, Value Creation

Interim CHRO Urgently Needed for Professional Services Portco

Interim CHRO needed for high growth, professional services portco A PE firm managing director came to us with a critical need for an interim CHRO for their professional services platform. Combining three companies to make the platform, the firm urgently needed a PE-grade interim head of HR to deal...
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Case Study, PE Firms, Value Creation, Deal Team

Interim CHRO Strengthens Healthcare Services Amid Leadership Transition

Strong interim CHRO needed to lead HR in healthcare services portco A proactive healthcare services company came to us with a critical need for an interim CHRO. With the current head of HR leaving and the recruiting process taking longer than normal, the healthcare services company needed a strong...
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Case Study, Value Creation, CEOs, PE-Backed Companies

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