Managing partner needs operational performance and improvement consultant for warehouse redesign
A PE firm managing partner came to us with a critical need for an operational performance and improvement consultant that could evaluate and redesign the existing layout in one of their manufacturing portcos’ warehouses. Since acquiring the portco, the PE firm had discovered that there were foregone profits due to the lack of logistical reason that had gone into organizing the warehouse. They immediately needed a lean six sigma type consultant to come in and optimize the layout, process, and flow of the warehouse in order to increase operational efficiencies.
BluWave identifies two exact-fit providers from pre-vetted network
Leveraging our founder’s 20 years in private equity, we have extensive frameworks for assessing PE-grade operational performance and improvement needs. BluWave utilizes technology, data, and human ingenuity to pre-map, assess, monitor, and maintain deep pools of ops performance and improvement groups and independents that uniquely meet the private equity standard. We interviewed the PE firm to understand their specific key criteria and then connected the client with two select, exact-fit, pre-vetted operational performance and improvement consultants from our invitation-only Intelligent Network.
Client engages provider to drive operational excellence in portco
Within 24 hours of the initial scoping call, the PE firm and portfolio company were introduced to two PE-grade ops performance and improvement consultants that specialized in optimizing efficiencies in small assembly-oriented manufacturing companies. The client selected their ideal choice and the PE firm was able to confidently engage the individual to drive operational performance and improvement by increasing warehouse efficiency.
Every quarter our team analyzes the projects we work on with our 500+ PE fund clients to get a bird’s eye view of the market. This report (grab your copy here) calls out the trends that we are seeing across thousands of projects.
Key findings include deal surge continues – but due diligence is still a major area of focus, value creation is gaining momentum – one thing to specifically call out is that portfolio company operation performance and improvement had a huge spike in Q3.
To see these insights and more, watch the video below.
Pricing consultant essential for value creation in portco
A PE firm vice president came to us with a critical need for a pricing expert that could help several of their portcos in the manufacturing industry. Facing pricing challenges such as trouble getting price increases from procurement groups and historical company cultures of not raising prices, the PE firm knew a pricing expert was critical in building value at these portcos. They were looking for a single-shingle pricing consultant or boutique pricing consulting firm with industry experience that could provide analytical support to the management teams as well as strategic planning.
BluWave has exact-fit provider with industry experience
Leveraging our founder’s 20 years in private equity, we have extensive frameworks for assessing PE-grade pricing strategy needs. BluWave utilizes technology, data, and human ingenuity to pre-map, assess, monitor, and maintain deep pools of pricing consultants that uniquely meet the private equity standard. We interviewed the PE firm to understand their specific key criteria, and then connected the client with select pre-vetted boutique pricing consulting firms from our invitation-only Intelligent Network that fit their exact needs.
Firm engages consultant to address pricing issues and more
Quickly after the initial scoping call, the PE firm was introduced to three PE-grade boutique consulting firms with extensive experience in manufacturing. The client selected their ideal choice quickly and was very pleased with the outcome the pricing consulting firm provided. The PE firm was able to use the consulting firm to not only address the pricing issues, but identify the root cause of the problem, and train the sales teams in all portcos on pricing strategies.
A PE fund came to us with a critical need for a senior advisor for their healthcare services pharmacy company. Having recently acquired the company and already struggling with direct specialty contracts, they urgently needed someone to help on the payor side. They were looking for a local resource with expertise in pharmacy contracting that could guide them through the necessary certification and contracting process within 2 to 4 weeks. We quickly worked to understand the key criteria of their need and then leveraged our data and human ingenuity to match them with two select pre-vetted healthcare services senior advisors from our invitation-only Intelligent Network. The client selected their ideal choice and the PE fund was able to confidently drive an excellent outcome without wasting time or cost and the portfolio company was able to quickly gain the help they needed in order to get their specialty contracts in place
We have a deep bench of senior advisors with a wide array of industry experience and skillsets. We would be happy to quickly connect you with the exact-fit senior advisor or any other service provider you need. Contact us here and our team will begin helping you within 24 hours.
Senior advisor vitally needed for healthcare services portco
A PE firm came to us with a critical need for a senior advisor for their healthcare services pharmacy company. Having recently acquired the company and already struggling with direct specialty contracts, they urgently needed someone to help on the payor side. They were looking for a local resource with expertise in pharmacy contracting that could guide them through the necessary certification and contracting process within 2 to 4 weeks.
BluWave identifies top senior advisor matching specific criteria
Leveraging our founder’s 20 years in private equity, we have extensive frameworks for assessing PE-grade senior advisor needs. BluWave utilizes technology, data, and human ingenuity to pre-map, assess, monitor, and maintain deep pools of senior advisors that uniquely meet the private equity standard. We interviewed the PE firm to understand their specific key criteria, and then connected the client with select pre-vetted healthcare services senior advisors from our invitation-only Intelligent Network that had the deep pharmacy and payor expertise they needed.
Engaging the ideal provider, the portco gained the help they needed
Quickly after the initial scoping call, the PE firm and portfolio company were introduced to two PE-grade senior advisors that specialized in healthcare services. The client selected their ideal choice. The PE firm was able to confidently drive an excellent outcome without wasting time or cost and the portfolio company was able to quickly gain the help they needed in order to get their specialty contracts in place.
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 facilitator that was a former executive or management consultant and had software industry experience. They immediately needed someone to remotely lead the session and help the portco form and prioritize goals. We promptly worked to understand the nuances of their need and then leveraged our data and human ingenuity to match them with two select strategy session facilitators. The client selected their ideal choice and was so pleased that they have continued to use this resource across their entire portfolio.
A PE fund came to us with a critical need for an ERP selection consultant for their portco in the manufacturing industry. Since acquiring the portco, they knew that the company’s older ERP system would need to be replaced. Knowing that the selection and implementation would be a lengthy process, they were urgently seeking a consultant with experience in the manufacturing industry at the same scale as the portco that could guide them through what needed to be evaluated before making a selection and then manage the entire process. After quickly understanding the key needs of our client, we were able to match them to a curated couple of ERP selection consultants in our network within 24 hours. Selecting their ideal choice, the client was able to quickly and confidently kick off their ERP selection process.
Read the full case study here. Have a similar need that you would like to connect with us on? Contact us here and a team member will be happy to begin helping you within 24 hours.
Firm immediately needs strategy session facilitator for portco
A PE firm principal came to us with an immediate need for a strategy session facilitator for their software portfolio company. Having recently acquired the business, the firm 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 facilitator that was a former executive or management consultant and had software industry experience. They immediately needed someone to remotely lead the session and help the portco form and prioritize goals.
BluWave identifies top consultant with software experience
Leveraging our founder’s 20 years in private equity, we have extensive frameworks for assessing PE-grade strategic plan facilitation needs. BluWave utilizes technology, data, and human ingenuity to pre-map, assess, monitor, and maintain deep pools of strategic plan facilitators that uniquely meet the private equity standard. We interviewed the PE firm to understand their specific key criteria, and then connected the client with two select pre-vetted facilitators from our invitation-only Intelligent Network that fit their exact needs.
Firm engages strategic facilitator to formalize and structure portco goals
Within 24 hours of the initial scoping call, the PE firm and portfolio company were introduced to two PE-grade strategic plan facilitators that had software and prior executive/management consulting experience. The client selected their ideal choice. The PE firm was able to confidently hold a strategy session for their portco that was expertly structured and facilitated, leading to clear and defined long-term goals for the company.
A PE firm came to us with a critical need for an ERP selection consultant for their portco in the manufacturing industry. Since acquiring the portco, they knew that the company’s older ERP system would need to be replaced. Knowing that the selection and implementation would be a lengthy process, they were urgently seeking a consultant with experience in the manufacturing industry at the same scale as the portco that could guide them through what needed to be evaluated before making a selection and then manage the entire process.
BluWave identifies best-fit provider
Leveraging our founder’s 20 years in private equity, we have extensive frameworks for assessing PE-grade ERP selection needs. BluWave utilizes technology, data, and human ingenuity to pre-map, assess, monitor, and maintain deep pools of providers that uniquely meet the private equity standard. We interviewed the PE firm to understand their specific key criteria, and then connected the client with three select pre-vetted consulting firms from our invitation-only Intelligent Network that fit their exact needs.
Firm engages provider to aid with ERP selection and implementation
Within 24 hours of the initial scoping call, the PE firm and portfolio company were introduced to the PE-grade ERP selection consulting firms that specialized in the manufacturing industry. The client selected their ideal choice. The PE firm was able to confidently drive an excellent outcome without wasting time and cost and the portfolio company was able to quickly kick off their ERP selection process.
In a recent article for CEOWorld Magazine, BluWave founder and CEO Sean Mooney shared how his love for the beautiful, streamlined, and seemingly perfect Ferrari sports cars that constantly improved with each model led to his love for the concept of Lean Six Sigma. He saw a similar sense of beauty in the ideas of perfecting form, reducing variability, eliminating waste, and continuously seeking improvement.
While the concept was first embraced by the manufacturing industry, it is becoming increasingly popular across all sectors and industries, even in how business leaders think about their people.
You can read the full article and Sean’s thoughts on how Lean Six Sigma is all about people here. And if you need help connecting to the fractional and interim resources you need when you need them in order to apply Lean Six Sigma in your business, you can contact us here.
VP of Operations urgently needed to take charge at bakery portco
A PE firm came to us with a critical need for an executive recruiting firm that could place a VP of Operations in their bakery portfolio company. Since buying a second bakery as an add-on to their original portco, they urgently needed someone that could take the reigns, keep operations running smoothly, and implement minor process changes as the add-on adjusted to being part of the firm’s existing bakery portco. They were looking for a recruiting firm that could connect them with a person that had both operations and bakery experience and was also local to the geographic area.
BluWave assess needs and identifies top executive recruiting firm
Leveraging our founder’s 20 years in private equity, we have extensive frameworks for assessing PE-grade recruiting needs. BluWave utilizes technology, data, and human ingenuity to pre-map, assess, monitor, and maintain deep pools of recruiting firms that uniquely meet the private equity standard. We interviewed the PE firm to understand their specific key criteria, and then connected the client with the select pre-vetted executive recruiting firm from our invitation-only Intelligent Network that fit their exact needs.
Client engages provider and quickly begins recruiting search
Within 48 hours of the initial scoping call, the PE firm and portfolio company were introduced to a PE-grade recruiting firm that specialized in recruiting executives for the food and beverage industry. The PE firm engaged with them and was able to confidently and quickly begin their VP of Operations search. The firm liked the recruiter so much that they also engaged them for their R&D Chef search.
Firm vitally needs integration support for ecommerce portco
A PE firm came to us with a critical need for post-merger integration support for their ecommerce portfolio company. Since investing in the company, M&A was part of the strategy but the company had no experience in executing or managing the post-merger integration process. They immediately needed post-merger integration support as they were in the process of acquiring another website that was a duplicate company they planned to merge with the existing portfolio company.
BluWave identifies exact-fit merger integration provider in network
Leveraging our founder’s 20 years in private equity, we have extensive frameworks for assessing PE-grade post-merger integration needs. BluWave utilizes technology, data, and human ingenuity to pre-map, assess, monitor, and maintain deep pools of merger integration resources that uniquely meet the private equity standard. We interviewed the PE firm to understand their specific key criteria and then connected the client with two select pre-vetted groups that specialized in integration and ecommerce from our invitation-only Intelligent Network that fit their exact needs.
Firm engages ideal provider to execute integration
Within 48 hours of the initial scoping call, the PE firm and portfolio company were introduced to the two exact-fit e-commerce integration resources that we identified for them. The client selected their ideal choice. The PE firm was able to confidently drive an excellent outcome without wasting time and opportunity cost and quickly execute their merger integration goals for the portfolio company.
