How we did it: Immediate strategy session facilitator
A PE fund principal came to us with an immediate need for a strategy session facilitator for their software portfolio company. Having recently acquired the business, the fund wanted to quickly get the portco into strategy sessions so that they could start defining long-term goals. Needing structure for these sessions, they were looking for a […]
How we did it: Immediate CDD advisor with software experience to assess potential target for PE VP
A PE fund vice president came to us with a critical need for a commercial due diligence provider that could complete a proactive market study for an asset that they expected to come to market in the next month. With their go-to providers at capacity, no access to the company’s information, and a desire to […]
Common Mistakes to Avoid When Preparing A Company for Sale
After a nearly 20-year career in private equity, I’ve learned to appreciate that it takes just as much work to effectively sell a company as it does to excellently buy a company. It’s also easy to slip up or not pay enough attention to vital steps that could profoundly change the final price upon sale. […]
Top 8 Best Practices for Preparing for a Value Maximizing Sale
In today’s competitive markets, private equity companies and their partners are being forced to pay record-high prices for investments in companies. To generate attractive returns, the private equity companies and their managers must create substantial value after closing. One effective way to create value is by running a highly prepared, efficient, and focused sales process. […]
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 […]
