The Road to AI Implementation: Strategic Planning, Data Management, Cybersecurity
What’s worse than not implementing artificial intelligence tools into your business? Implementing them without a plan. While it might feel like you’re falling further behind competitors every day you’re not adding AI to your tech stack, you’re better off waiting a little longer to get it right. Rushing out a half-baked product will only cause […]
The Power of AI, Data Analytics in IT Due Diligence
In today’s interconnected business landscape, a company’s value and performance are largely influenced by its technological prowess. That’s why IT due diligence is an essential component of any business transaction. IT due diligence is a key aspect of mergers and acquisitions, focusing on a comprehensive review of a company’s IT infrastructure, software, data management and […]
Q1 2023 BluWave Insights: HR, Tech Take Center Stage
Every quarter our team analyzes the projects we work on with our 500+ PE firm clients to get a bird’s eye view of the market. We recently compiled our Q1 2023 findings into our BluWave Insights Report. You can request your copy and our client coverage team will be in touch. Key findings from Q1 […]
Post-Merger Integration: Framework, Keys to Success
Mergers and acquisitions (M&A) are not simply financial transactions. They involve complex changes in organizational structure, culture, systems and processes. The post-merger integration (PMI) process is a critical component of any M&A deal. PMI refers to the process of integrating two or more organizations after a merger or acquisition. With the right strategies and framework […]
As part of an ongoing series, we’re sharing real-time trending topics we are hearing from our 500+ PE firm clients. In our most recent installment, Keenan Kolinsky, BluWave Consulting Manager, shares some of the proactive due diligence practices we see PE firms take that separate the more innovative private equity firms from the others. Learn […]
An Interview with Senior Partner at New Heritage Capital, Charlie Gifford
Charlie Gifford co-founded private equity firm New Heritage Capital in 2006, and has been investing in founder-owned, lower middle-market businesses for 22 years. He leads the firm’s origination practice, focusing his efforts on generating new investment opportunities and developing and maintaining intermediary relationships. In addition to his passion for the New England Patriots, Gifford is […]
ESG: 3 Proactive steps your PE firm should be taking
ESG has grown in importance and prominence amongst the investing community in the past few months. After a year and a half of unprecedented times, investors have found that they can help cause positive change by placing a focus on ESG. Additionally, investors have found that ESG criteria often points to improved long-term returns, with roughly 53% of institutional investors agreeing that companies with better ESG […]
How we did it: Digital marketing due diligence case study
Our PE fund client needed a resource to perform digital due diligence for an e-commerce-enabled aftermarket products business. They needed a full overview of the digital landscape, including SEM, SEO, UX, conversion path analysis, Google Analytics, and digital GTM strategy. We used our extensive experience in digital marketing due diligence to immediately connect our client […]
BluWave Awards 2025: Alpine Investors is PE Innovator of the Year
We’re proud to announce Alpine Investors as Innovator of the Year in the fourth annual BluWave private equity awards*. The San Francisco-based firm was selected for its for exemplary innovation and leadership. “Innovation is at the heart of everything we do at Alpine,” said Graham Weaver, CEO and Founder of Alpine. “Building a culture of innovation […]
BluWave Awards 2025: Top Private Equity Innovators
We’re proud to announce the fourth annual Top Private Equity Innovators with the 2025 BluWave Awards*. “We’re regularly asked by market leaders about the best practices that are being embraced by the most innovative private equity firms,” said BluWave founder and CEO Sean Mooney, talking about the impetus for creating the awards. Learn more about […]
Before Building Internal Finance Teams: Outsourced Accounting Benefits
Growing businesses often rush to build internal finance teams, but this approach can strain resources and limit growth potential. Choosing between outsourcing and building an internal team requires careful evaluation of costs, capabilities and business needs. A strategic mix of internal staff and outsourced expertise often provides a great alternative. Early Finance Team Scaling Costs […]
