Function: Operations
VP of Services Recruitment for Roofing Expansion
Service Area: Executive Search
Client Type: Portfolio Company
Service Provider Type: Specialized Recruiter – Sales
Industry: Construction – Roofing
A prominent portfolio company in the roofing industry sought rapid expansion after acquiring three roofing firms, pushing their collective revenue to $50 million. To fuel this growth, they needed a visionary VP of Services who could lead their service business, enhance their commercial roofing endeavors and expand their service offerings.
The portco struggled to find a candidate with a deep understanding of the roofing industry. They wanted someone with a background in their same business with the ability to scale services. This leader also needed to contribute strategically to open new markets and fuel business growth.
BluWave connected the portfolio company with a short list of exact-match candidates in the Business Builders’ Network. From those, the company chose a VP of Services with a proven track record in roofing operations and expansion.
The client secured a VP of Services with a strong industry-relevant background who also had experience with market expansion. This leader injected new energy into the roofing services business, fortifying existing operations and paving the way for successful expansion into untapped markets.
Interim CHRO Leads Complex Carve-Out Transition in Consumer Products Industry
Service Area: Interim Executives – Carve-out
Client Type: Lower-Middle Market PE Fund
Service Provider Type: Interim Chief Human Resources Officer (CHRO)
Industry: Consumer Products
A lower-middle market PE fund was on the brink of closing a significant deal involving the carve-out of a global consumer products business. This would involve separating various entities from a large, global corporation. The challenge was compounded by the need to rely on a Transition Services Agreement (TSA) for critical support in the immediate aftermath of the deal.
The carve-out encompassed 11 entities distributed across several countries. With each entity presenting unique operational and regulatory challenges, the client required an experienced interim chief human resources officer (CHRO) with global expertise. The interim CHRO would not only have to manage the carve-out but also work within the framework of a TSA for an extended period. The client aimed to ensure business continuity, adhere to regulatory compliance and efficiently transition into operating independently from the TSA.
BluWave sourced from its invite-only network an experienced interim CHRO who had a history of successfully executing complex carve-outs and global entity setups. The candidate possessed a deep understanding of setting up new practices, processes and HR functions from scratch. With a strong track record in change management and communication during transitions, the interim CHRO was well-equipped to manage the TSA and oversee the carve-out’s myriad challenges.
Under the guidance of the interim CHRO, the client’s carve-out was executed smoothly and within the expected timeframe. The interim CHRO’s expertise in payroll setup, change management and compliance ensured that all 11 entities were operational and aligned with regulations from day one. The outcome was attributed to the interim CHRO’s ability to effectively communicate with employees and manage expectations during a significant change.
Strategic Diligence Insights for Life Sciences Expansion
Service Area: Commercial Due Diligence
Client Type: Upper-Middle Market PE Firm
Service Provider Type: Life Sciences/Healthcare Strategy Consulting Group
Industry: Life Sciences
A healthcare-focused upper-middle market PE firm needed in-depth insights into the clinical research sector as part of a commercial due diligence project. Seeking a life sciences strategy consulting group’s expertise, they aimed to assess sustainable margins, therapeutic expansion opportunities and industry trends within Clinical Research Organizations (CROs) and Site Management Organizations (SMOs).
The clinical research sector’s intricacies demanded a holistic understanding. The PE firm sought to understand margin sustainability, predict therapeutic advancements and evaluate industry consolidation’s influence on partnerships. Amid diverse site portfolios and rapid revenue growth, they aimed to grasp sector intricacies to make informed investment choices.
BluWave connected the PE firm with a seasoned life sciences/healthcare strategy consulting group, well-versed in CROs, SMOs and drug development pipelines. This firm brought profound insights to address margin profiles, therapeutic prospects and industry shifts. Their comprehensive analysis empowered the PE firm with a thorough grasp of clinical research dynamics.
Collaborating with the life sciences/healthcare strategy consulting group, the PE firm acquired vital insights for their clinical research sector investment. Armed with a comprehensive understanding of sustainable margins, therapeutic potentials, and industry trends, the PE firm made informed decisions that aligned with their investment objectives.
John Kirk, Tuckerman Capital | The Key to Modern Private Equity and Business Growth: People
Comprehensive IT Assessment Interim Leadership Sought
Service Area: Executive Search
Client Type: Lower-Middle Market Private Equity Firm
Service Provider Type: IT Director
Industry: Manufacturing
When faced with a sudden void in IT leadership, a manufacturing portfolio company urgently sought an experienced IT director. Tasked with immediate on-site presence and future planning, the IT director’s role would encompass interim management and a comprehensive IT infrastructure and security assessment.
The manufacturing company, generating more than $100 million in revenue, encountered a critical challenge as its IT director and key personnel departed unexpectedly. This abrupt leadership gap and outdated technology necessitated rapid action. Identifying an interim IT director capable of operational management and thorough assessment was a complex task.
BluWave facilitated the collaboration between the manufacturing portfolio company and a seasoned IT director who specialized in manufacturing industry solutions. This adept professional swiftly assumed on-site responsibilities, providing strategic IT leadership during the transitional phase.
The new IT leader hit the ground running with a comprehensive plan, bringing the manufacturing portfolio company operational stability. His expertise enabled a detailed IT infrastructure and security assessment, paving the way for future technological advancements. By addressing interim leadership needs and conducting an assessment in tandem, the company positioned itself for elevated IT functionality and enhanced security.
5 Steps to an Effective Voice of Customer (VoC) Strategy
In today’s competitive market landscape, understanding your customers’ perceptions and needs is paramount. This is where an effective voice of customer (VoC) strategy comes into play, allowing businesses to capture and analyze customer feedback for informed decision-making.
But without a strategic approach based on proven voice of customer best practices, deciphering customer pain points and optimizing your business operations can be challenging.
This guide will take you through five essential steps to building and implementing a successful VoC strategy.

Building a Customer-Centric Company Culture
An effective VoC strategy begins by cultivating a customer-centric culture within your organization. This involves adopting a mindset where customer needs and feedback are the driving force behind every decision. From the C-suite to the front-line employees, every team member should understand the value of the customer’s voice and its impact on business success.
The integration of a VoC strategy extends across all departments, with each having a unique role and benefiting differently. For instance, the marketing department might prioritize understanding customer preferences for promotional channels, while the product development team might focus on feedback about product usability.
Building a Robust VoC Data Collection Framework
Your VoC strategy is only as good as the data you collect. Diverse methods of data collection provide a multifaceted view of customer preferences, expectations and pain points. As you adopt different VoC methodologies, you’ll gain a more comprehensive understanding of the customer journey.
Select feedback channels that align with your customer’s preferences and your business sneeds. Whether it’s through direct interviews, surveys, social media or customer support interactions, diversifying your feedback channels is crucial. Continually assess the strengths and weaknesses of your current channels to fine-tune your data collection strategy.
Transforming VoC Data into Actionable Insights
Collecting VoC data is just the beginning. The power of your VoC strategy lies in transforming this raw data into actionable insights. Analytical tools are indispensable for interpreting the data and identifying patterns that signify customer sentiment, preferences and pain points.
READ MORE: The Power of AI and Data Analytics
For instance, you may notice a recurring theme of customers struggling with a particular feature of your product. Grouping similar feedback points helps you identify and prioritize areas for improvement. By mapping these themes against customer personas and journey stages, you can gain a deeper understanding of specific customer experiences and expectations.
Prioritizing and Implementing VoC-Driven Initiatives
Having extracted insights from your VoC data, the next step involves implementing VoC-driven initiatives. Prioritization of these initiatives depends on several factors, including the feasibility of implementation, expected impact and alignment with business objectives.
CASE STUDY: In-Depth VoC Study To Drive Future Growth in Healthcare Company
A VoC roadmap can help you systematically execute prioritized initiatives over time. Transparent communication is key during this phase, ensuring everyone understands the changes and is on board with the new initiatives. Key performance indicators (KPIs) should be set to measure the effectiveness of these initiatives, providing tangible proof of your VoC strategy’s success.
Enhancing Customer Engagement and VoC Program Evolution
A successful VoC strategy doesn’t stop at implementation—it’s an ongoing process that evolves with your customers’ needs and expectations. Keep your customers informed about the changes you’re making based on their feedback. This not only shows your commitment to their satisfaction but also encourages their continued participation in your VoC program.
Regular reviews and updates to your VoC program are essential to stay in sync with changing customer needs. Your VoC strategy should be flexible, allowing for continuous improvement and adaptation.
Building and implementing an effective VoC strategy may seem like a daunting task, but the rewards of increased customer satisfaction and business growth are worth the effort.
Working with a trusted third-party expert can help ease this process, and BluWave is here to connect you with the perfect resource.
CASE STUDY: Enhancing Customer Insight for Healthcare Investment Success
“There are providers with networks of contacts across different industries,” says Keenan Kolinsky, BluWave co-head of research and operations. “Not only is it interesting to survey existing customers, but also potential customers to gain their insights and perspectives, and that’s really where these third parties can add value, is helping businesses get insights from potential customers – not just the ones they already have.”
Whether you need help refining your data collection methods, analyzing VoC data or implementing VoC-driven initiatives, our research and operations team is ready to assist. Contact us today and let us guide you to success in your VoC journey.
‘A Player’ Needed To Lead Portco’s People Operations
Service Area: Executive Search
Client Type: Portfolio Company
Service Provider Type: Vice President of Human Resources/People Operations
Industry: Technology – Software
A portfolio company engaged BluWave to orchestrate a targeted search for a vice president of people operations to lead a technology software company’s HR endeavors. The company’s vision to maintain high employee engagement, foster a growth-oriented culture and optimize the recruitment process necessitated a skilled HR leader.
The primary challenge was to find a VP of HR who could uphold the existing culture’s vibrancy while growing it. The candidate needed to blend strategic HR expertise with an ability to manage and integrate a dynamic culture within a growing technology company.
BluWave collaborated with the portfolio company to craft a tailored executive search strategy that aligned with the software company’s values-driven culture. This approach identified a rising star – the “A player” the company sought – capable of not only driving HR strategies but also contributing to organizational health, diversity and inclusion, and talent acquisition.
The transformative HR leader resonated with the company’s values and growth mindset. He brought a blend of high-tech experience and a strategic yet hands-on approach. With the new leader in place, the company is poised to enhance its employee engagement, build a robust hiring system and propel its organizational excellence journey.
BluWave’s tailored approach to executive search ensured a seamless integration of an HR leader who shares the company’s vision, values and goals.
C-Suite Executive To Streamline Dental Operations
Service Area: Executive Recruiter
Client Type: Portfolio Company – Dental Clinic
Service Provider Type: Operations Executive
Industry: Healthcare Services
A multi-location dental business needed a COO to turn around the organization’s operations. The goal was to enhance efficiency by overseeing regional managers and streamlining various aspects of the dental clinics.
The business needed the rare COO capable of managing six regional managers, each overseeing a cluster of dental clinics. Additionally, the C-suite executive needed to address specific requirements such as inventory management, customer relationship management, advertising and P&L responsibilities. Identifying an executive proficient in dental healthcare operations while possessing the aptitude for process optimization added to the complexity.
BluWave presented a short-list of accomplished industry-specific recruiting firms. The dental business selected one, and was connected with a candidate who showcased expertise in multi-location healthcare operations, displaying an adept understanding of streamlining processes, inventory management and customer engagement. His background, including lean transformation knowledge, aligned perfectly with the portfolio company’s requirements.
With his proficiency in regional management, inventory control and customer relations, the new chief operations officer drastically improved the dental clinics’s day-to-day functions. This engagement demonstrated BluWave’s ability to connect specialized recruiting firms with the unique needs of small-market private equity firms and their portcos, fostering operational excellence in specialized industries.
Operations Integration: Industrial Park Carveout
Service Area: Merger Planning & Integration
Client Type: Small Market Private Equity Firm
Service Provider Type: Carveout Consultant Experts
Industry: Industrial Services
When confronted with a corporate carve-out investment opportunity under LOI, a small-market private equity firm sought BluWave’s assistance in orchestrating a seamless transition for a new entity. This carve-out, centered around an industrial park in the south-central U.S., required focused expertise in accounting, finance and HR functional areas.
The complexity of the carve-out scenario was heightened by the diverse array of services provided by the new entity, which included utilities like steam, rail, nitrogen and compressed air to multiple tenants, primarily large chemical manufacturers. The intricate billing structures, coupled with the transition from the parent company’s systems, created a challenging operational environment that needed efficient streamlining.
BluWave connected the private equity firm with a merger planning and integration service provider specializing in complex carve-outs. This expert team was well-versed in the unique operational demands of the petrochemical industry, with experience in downstream, refining and industrial manufacturing.
Through strategic planning and tailored solutions, the service provider orchestrated a seamless transition for the carve-out entity. A team of skilled professionals were deployed to ensure the setup of accounting, finance and HR functions. This temporary team’s task was to not only establish operational stability but also ensure a smooth handover to a future controller or CFO, enabling sustained operational excellence.
The new entity emerged from the carve-out process with an efficiently functioning operational backbone, poised to continue its growth trajectory in the industrial park landscape.
Scott Phillips, Orix Capital Partners | How to Focus on the Things That Matter in Private Equity
Expert Chief of Staff in the Software Industry
Service Area: Executive Search
Client Type: Middle-Market Private Equity Firm
Service Provider Type: Executive Search Firm
Industry: Technology – Software
In the early stages of acquiring a digital mortgage solutions provider a middle-market private equity firm sought an effective chief of staff to drive the integration process and optimize operational efficiency. The acquired company’s expansion strategy and portfolio growth prompted the need for an experienced executive capable of orchestrating seamless transitions.
The chief of staff position needed to address a multifaceted challenge. The acquired digital mortgage solutions provider operated within the intricate domain of technology and software. Additionally, the firm’s existing portfolio contained companies that could benefit from digital strategy expertise. Establishing unity between these diverse components required strategic alignment and cross-functional integration.
BluWave connected the firm with an executive search firm that understood the intricacies of the technology industry and the nuances of executive leadership. The visionary leader selected possessed the expertise to bridge the gaps between the acquired mortgage solutions provider, the existing portfolio companies, and the firm’s strategic goals.
Through a tailored executive search, the service provider identified a dynamic chief of staff with a profound background in technology and software. This executive’s expertise in project management, cross-functional collaboration and digital transformation uniquely positioned them to orchestrate seamless integration.
The PE firm’s portco overcame the complexities of merging diverse entities within the technology and software industry, ultimately accelerating their journey toward digital transformation and operational excellence.