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Private Equity Meets AI: Practical Insights for Portfolio Success

EPISODE 146

Interim CFO for a Financial Crisis

When a company faces a financial crisis, an interim chief financial officer can make all the difference in a successful ...

Strategic Interim CFO Leadership for a High-Growth Private Equity Firm

A private equity firm, preparing to undertake a series of acquisitions, required a fractional interim chief financial ...

Interim CFO Drives Pre-Sale Execution Amid Accounting Complexity

A private equity firm was preparing to exit a fast-growing, multi-location technology portfolio company. With strong ...

Interim CFO Delivers SG&A Turnaround Plan for Automotive Manufacturer

A private equity firm was preparing to exit a fast-growing, multi-location technology portfolio company. With strong ...

Unexpected CFO Resignation Causes Scramble for Interim

When the CFO of an investigations and due-diligence firm resigned unexpectedly, the PE sponsor needed an interim leader ...

Private Equity's AI-Driven Transformation: Insights from Bob Root

EPISODE 145

Interim CFO Leads Global Payroll Carve-Out for PE-Backed Services Platform

A PE firm carved out a nine-figure global payroll and HCM-services business from a multi-billion-dollar parent. With ...

Private Equity Growth Strategy in Vertical Software Markets with Bobby Ocampo

EPISODE 144

BluWave Delivers Interim CFO to Stabilize Finance Function for Electronics Distributor

A southern-based electronics distributor faced the departure of its CFO and needed an interim leader to oversee ...

Private Equity Business Development in a Crowded Market with Tyler Ashley

EPISODE 143

Interim CFO for Diligence, Integration at Commercial Kitchen Supplier

While finalizing its acquisition of a family‑run industrial IoT business serving restaurant chains, the company needed ...

Private Equity in 2026: AI, Deal Slowdowns, and What Comes Next

EPISODE 142

Enterprise SaaS Portfolio Company Establishes Scalable Interim CFO Program with BluWave

A B2B SaaS portfolio company needed a go‑to bench of interim CFOs to support its fast‑growing investments. The company ...

Private Equity Value Creation: Building Teams That Win with Jim Murphy

EPISODE 141

Machinery Portfolio Company Engages BluWave To Secure Interim CFO During Key Transition

A machinery portfolio company needed an interim CFO to cover its departing finance leader through the final stages of ...

Private Equity, Alignment, and Durable Value Creation with Brett Holcomb

EPISODE 140

Nurse Registry Market Study to Support Transformative Add‑Ons

Following its acquisition of a private‑pay nurse registry business, the PE firm’s portfolio company needed a detailed ...

Top Private Equity Innovator of the Year 2026: Bertram Capital with Jeff Drazan

EPISODE 139

Implementing Practical AI Solutions to Boost Efficiency for Private Equity Firm

The client, a private equity firm, wanted to begin an AI journey that genuinely improved efficiencies for their ...

Mark Langer on Grit, Judgment, and Long-Term Business Building

EPISODE 138

Distribution Company Saves Thousands of Hours with AI Automation Tool

The client, a commercial products portfolio company in the distribution industry, sought to automate their manual ...

Markets, Management, and Momentum with Emily Bomberger

EPISODE 137

New AI Solution Saves PE Portco Five Figures Annually

The client, a private equity firm, sought to automate the extraction of information from numerous payroll documents. ...

Private Equity 2025 Insights and the 2026 Deal Cycle Outlook

EPISODE 136

Specialized Recruiter for Technology Leader at Pension Software Company

A private equity firm discovered that their recently acquired pension software company required stronger technical ...

Private Equity Judgment, Resilience, and the Art of Business Building

EPISODE 135

Enhancing Operational Diligence for PE Firm in the Multi-Family Services Industry

The client, a private equity firm, sought an operations diligence provider with expertise in the multi-family services ...

Private Equity Leaders’ Best Business Books of 2025

EPISODE 134

Optimizing Warehouse Utilization, Network Design for a Leading Building Products Company

The client sought to develop a comprehensive framework and optimization model for their existing warehouse utilization ...

Private Equity Value Creation Through Focus, Talent, and Go-to-Market Discipline

EPISODE 133

BluWave Connects PE Firm with Offshore KPO Firm for M&A Support

A private equity firm managing a portfolio company in the automotive services sector sought an offshore knowledge ...

Private Equity Value Creation Through Focus, Culture, and Tenacity

EPISODE 132

Marketing Agency Engages BluWave for Financial Stabilization, ERP Transition

A marketing agency with nearly $100 million in revenue faced significant financial distress following fraud by a former ...

Private Equity Sourcing, Culture, and Data Discipline at Monomoy

EPISODE 131

Rail Company Engages BluWave to Secure a Debt Collection Partner

A rail company backed by an infrastructure investment firm sought a reputable debt collection agency to recover $40,000 ...

Drew Meyers on Private Equity Value Creation: Seaport’s Three-Part Strategy

EPISODE 130

IT Strategy, Infrastructure Support for Event Services Company

After acquiring a business in the event services space, the company identified gaps in its IT function and required ...

Private Equity in Q3 2025: Moving from Defense to Offense

EPISODE 129

Turnaround Interim Executive Team for Family-Owned Industrial Equipment Manufacturer

A fast-evolving industrial equipment manufacturer with long-standing customer relationships recognized the need for ...

Laurens Goff on Focus, Visibility, and Driving Value in B2B Services

EPISODE 128

GTM Diligence for Workers’ Comp, Payor Services Market

A private equity firm exploring investments in the workers’ comp and payor services market sought a targeted ...

Scaling Consumer Brands: Jared Stein’s Approach to Growth and Loyalty

EPISODE 127

Private Equity’s AI Shift: Bob Morse on SaaS, Pricing, and Alignment

EPISODE 126

Strategic Sales Execution for Healthcare Services Company

A healthcare services company specializing in wound-care products aimed to expand its sales team and increase market ...

Focus, Metrics, and AI: Dan Gaspar’s Private Equity Strategies

EPISODE 125

Pricing Strategy for Middle-Market Industrial Distributor

The client required a structured, consistent approach to pricing to eliminate inconsistent discounts and optimize ...

Private Equity’s Resilience and Q2 2025 Economic Trends

EPISODE 124

Supporting a Leading Healthcare Services Firm Across Multiple Strategic, Operational Needs

Over the past year, BluWave has collaborated with a prominent healthcare services firm, helping it tackle various ...

From Turnarounds to Growth: Ben Gaw on Building High-Performing Teams in Private Equity

EPISODE 123

Confidential CFO Search for Private Equity Firm

A private equity firm investing out of a $400M fund sought a dedicated, full-time CFO to manage fund reporting, ...

What Dave Shephard Learned at West Point—and Applies in Private Equity

EPISODE 122

Strategic Pricing, Contract Negotiation for Major Customer in Contract Manufacturing

A contract manufacturer of consumer products sought a pricing strategy expert to guide its pricing negotiation, cost ...

Board Meetings that Matter: Strategy, Structure, and Impact

EPISODE 121

Direct Procurement Optimization for LED Lighting Manufacturer

A lower middle-market private equity firm required a Spanish-speaking direct procurement consultant with expertise in ...

Elements of Value in Private Equity (Part 4): How PE Leaders Evaluate Businesses

EPISODE 120

Payments Optimization for Wellness Software Company

A software company that serves boutique wellness studios wanted to improve its payment processing strategy. With ...

Two Decades of Investing in Franchise/Multi-Unit Businesses with CapitalSpring

EPISODE 119

Headhunter for CFO for Company in Energy Sector

A Houston-based energy portfolio company needed a new CFO to replace the current one, who was deemed inadequate for ...

The Private Equity Playbook for Add-On Strategy, Data Discipline & Value Creation | Brooke Ablon, Fort Point Capital

EPISODE 118

CEO Search for D2C Water Filtration Company

A software company that serves boutique wellness studios wanted to improve its payment processing strategy. With ...

How Private Equity Pros Build Enduring Value with Discipline & Data | Brian Neider, Lead Edge Capital

EPISODE 117

IT Assessment, Leadership Hire for Business Services

A business services company providing legal compliance services required support in optimizing its IT strategy. With an ...

Don McDonough on Leading A Private Equity Business Development Function

EPISODE 116

Real Estate Valuation for Waste Management Deal

A middle-market private equity firm required a specialized real estate advisor to provide accurate valuations for two ...

Foundations of Leadership: Private Equity Insights with Dave Schnadig

EPISODE 115

Growth Strategy Consultant for Manufacturing Portfolio Company

A private equity firm required a third-party growth strategy consultant to assess and optimize the commercial function ...

Data, AI, and Leadership: Essential Lessons for Private Equity from Misha Logvinov

EPISODE 114

Technology Assessment for Digital Printing Company Acquisition

A private equity firm required an expert to assess the technology and digital printing capabilities of a target company ...

Private Equity Q1 Insights: Adapting to Economic Shifts and Deal Market Trends

EPISODE 113

Enhancing Customer Insight for Healthcare Investment Success

The client, a private equity firm, recently secured an investment in a healthcare provider specializing in in-home IV ...

Executive Coaching for Acquisition of Aluminum Trailer Manufacturer

A private equity firm required an experienced executive assessment and coaching team as it performed a variety of due ...

Private Equity Resilience: Turning Adversity Into Opportunity

EPISODE 112

Elements of Value in Private Equity (Part III): Key Characteristics of Great Companies

EPISODE 111

Reducing Insurance Costs for Computer Hardware Company

A computer hardware portfolio company needed to reduce its insurance costs while maintaining the current terms. The ...

AI in Private Equity: How Innovation is Reshaping Business Strategies

EPISODE 110

Expert Advisor for Strategic Acquisition in Private Label Snack Industry

A prominent private equity firm was exploring the acquisition of a manufacturer specializing in private label snack ...

Private Equity Spotlight: Grit, Growth, and Game-Changing Deals with Micah Dawson

EPISODE 109

COO Recruitment Success for Growing Veterinarian Staffing Firm

A rapidly growing veterinarian staffing firm required a COO to support the CEO by taking on direct reports and driving ...

Private Equity Spotlight: Investing in Vision and Integrity with Trent Hickman

EPISODE 108

Fractional CFO To Help PE Firm with Fund Administration

The private equity firm required high-level financial expertise to manage investor partnership accounting and ensure ...

Private Equity Spotlight: The Future of Enterprise Software with John Hodge

EPISODE 107

Specialized Recruiters Needed for Transportation Business Unit Lead

A transportation company needed a business unit lead with deep sector expertise to manage its complex operations. The ...

Private Equity Spotlight: Kristin Johnson on Building Better, Successful Businesses

EPISODE 106

Confidential Fractional CEO Search for Low-Speed Vehicle Manufacturer

A private equity firm needed a fractional CEO to guide its portfolio company, a low-speed vehicle manufacturer and ...

Private Equity Spotlight: People-First Partnerships with Ran Ding & Chris Scullin

EPISODE 105

PE Firm Needed Marketing Diligence Specialists for PortCo

An upper middle-market private equity firm needed to assess the digital marketing landscape for its home services ...

Fast Recruitment of Financial Associate for Private Equity Firm

A lower-middle market private equity firm required a financial associate to provide essential financial support at the ...

The Future of Private Equity: Innovation, Transformation, and Leadership

EPISODE 104

Private Equity Spotlight: Dan Ryan on Turning Challenges into Smart Strategies

EPISODE 103

Private Equity Spotlight: Scaling Bootstrapped Success with Vinay Kashyap

EPISODE 102

Senior Advisor for Roofing Business Acquisition

An independent roofing company needed a senior advisor to provide strategic guidance for their acquisition of two ...

Private Equity Spotlight: Building Marketing Excellence with Lisa Ames

EPISODE 101

Streamlining Patient Engagement with Salesforce in Healthcare

An independent physical therapy company needed a comprehensive Salesforce setup to leverage its capabilities for CRM ...

Private Equity Predictions: 2025 Roadblocks, Accelerators, and What’s Next

EPISODE 100

Interim CFO for Load-To-Deliver Truck Company

A leading provider of LTL and truckload freight services needed an interim CFO to step in after their current CFO found ...

Private Equity Spotlight: The Recipe for Accelerating Growth and Efficiency with Jonathan Metrick

EPISODE 99

Interim General Manager for Data Center Infrastructure Manufacturing Company

A rapidly growing manufacturer of data center infrastructure, faced persistent challenges with inventory management and ...

Insights from Investment Banking: Steve Hunter’s Advice for Private Equity and Business Owners

EPISODE 98

Custom Software Development for Healthcare Subrogation Services

A healthcare subrogation portfolio company needed a software development partner to integrate pre-pay subrogation ...

Private Equity Spotlight: Lessons in Leadership and Growth with Casey Myers

EPISODE 97

Website Rebuild, Digital Marketing Management for Industrial Manufacturing Company

A B2B industrial manufacturing portfolio company needed a new digital marketing firm to rebuild its outdated website ...

(2024, Part 1) What I Wish I Knew: Private Equity Leaders’ Advice to Their Younger Selves

EPISODE 96

Operations Specialists to Improve Vitamin, Supplements Company Operations

A vitamins and supplements manufacturer needed expert support to consolidate its three existing warehouses into a ...

Happy Holidays From The Karma School of Business!

EPISODE 95

Marketing Services Resource for Lower Middle-Market PE Firm

A private equity firm needed a marketing services firm to design professional marketing materials and create a product ...

Private Equity Business Builders’ Bookshelf 2024

EPISODE 94

Specialized Recruiter Identifies Top App Developer for Machine-Supply Company

Faced with the challenge of building proprietary CRM and tech solutions, a machine-supply company required a ...

Private Equity Spotlight: From NFL to Investment Leadership with Rob Konrad

EPISODE 93

Operations Diligence for Medical Device Acquisition

A portfolio company required comprehensive operations diligence for an acquisition in the medical device space, ...

Digital Transformation in Private Equity: Nik Kapauan’s Journey with Access Holdings

EPISODE 92

Pricing Strategy Expert for PortCo CEOs Offsite

Facing high inflation and variable demand across its portfolio, a private equity firm sought expert advice on strategic ...

Strategic Exits and Sustained Growth: Year-End Insights from Doug McCormick and Lloyd Metz

EPISODE 91

Optimizing Logistics for Leading Firewood Company

A portfolio company in the firewood industry required a comprehensive logistics review to ensure efficient warehousing ...

Value Creation and Philanthropy: Jon Pressnell’s Multifaceted Strategy at Blue Point Capital

EPISODE 90

Specialized Recruiter for Automotive Supplier CEO

The private equity firm needed to hire a highly qualified CEO for their portfolio company in the automotive supplier ...

Private Equity’s Guide to Impactful Giving with Katie Marchetti

EPISODE 89

Interim Finance Leadership for Construction & Engineering Business

A private equity firm needed to enhance financial management and controls within its construction and engineering ...

Elements of Value in Private Equity (Part II): More Insights from Top Business Builders

EPISODE 88

Robust Sales Team Recruiting for Roofing Company

The client sought BluWave’s expertise to identify potential search partners to build out their sales team focused on ...

Human Capital vs. Human Resources: Investing in People for Private Equity Success with Joelle Marquis

EPISODE 87

Optimizing Call Center Operations for Behavioral Health Services Company

The client, a leading provider of mental and behavioral health services, required a comprehensive strategy to unify ...

Private Equity is Throttling Toward a Breakout: Q3 2024 Insights

EPISODE 86

Specialized Recruitment for Growing Legal Tech SaaS Company

Facing rapid expansion, a legal tech SaaS company needed to fill a critical controller position to manage its growing ...

Thoughts on Lower Middle Market Private Equity with Michael Rubel

EPISODE 85

PE Firm Needed Multiple Timely Resources Across Portfolio Companies

A private equity firm had multiple pressing needs across its holding companies. It needed a centralized resource that ...

Adapting to Change: Philip Lewis’ Strategy in Private Equity

EPISODE 84

Growth-Minded Interim HR Leader with Global Experience

As a professional services firm aimed to scale from 100 to 1,000 employees, there was a critical need for strategic HR ...

The Dynamics of Fundraising in Private Equity with Christian Bullitt

EPISODE 83

Interim Leadership for Manufacturing Company Amid Operational Strain

A private equity firm needed an interim COO for its recently acquired manufacturing portfolio company in the Southwest ...

Private Equity Spotlight: Caleb Clark on Entrepreneurial Spirit in Investment

EPISODE 82

Rapid Deployment of Interim Controller Ensures Continuity for PE-Backed Manufacturer

A sudden resignation left a private equity-backed metal fabrication company without its top accounting officer, ...

Private Equity Spotlight: James Sidwa on Nurturing Growth in Family Businesses

EPISODE 81

Revitalizing Private Equity Firm’s Digital Marketing Strategy

Recently appointed as the director of business development at a private equity firm, the client was tasked with ...

Nearly $15 Million Saved on Resin Procurement for Plastics Company

A manufacturing-focused private equity firm was initially evaluating an acquisition target in the plastics production ...

Private Equity Spotlight: Susan Soh on Building with Data and Innovation

EPISODE 80

In-Depth VoC Study To Drive Future Growth in Healthcare Company

The private equity firm had just secured a letter of intent (LOI) for an investment in a health and wellness company ...

Private Equity Spotlight: The Evolution of Business Development with Jay Jester

EPISODE 79

Transforming Portfolio Company Data Management with Advanced BI Dashboards

A leading private equity firm faced the challenge of managing disparate systems across its portfolio companies, each ...

The Future of AI: Simplifying Complexities with Conor Grennan

EPISODE 78

Data, Compliance Diligence for Clinical Trial Sites in Pharma Space

A client deeply entrenched in the healthcare services industry, with a focus on clinical trial sites, recognized the ...

Elements of Value in Private Equity: Insights from Top Business Builders

EPISODE 77

Enhanced Data Integrity, Financial Operations with Specialized Staffing

A leading construction & engineering portfolio company faced a critical challenge: significant gaps in customer ...

Private Equity Spotlight: Building Legacies and Leading Change with Pam Hendrickson

EPISODE 76

Boosting B2B Leads for Mortgage Software with Expert Digital Marketing

A leading provider of intelligent document automation for the mortgage lending industry, sought to elevate its B2B lead ...

Private Equity Spotlight: Troy Phillips on the Power of Cash Flow and People

EPISODE 75

Hair Products Manufacturer Needs IT Transformation

A leading hair products manufacturer sought to modernize its IT infrastructure and Electronic Data Interchange (EDI) ...

Private Equity Spotlight: Building Partnerships and Value with Chris Gibson

EPISODE 74

IT Strategy for Load Bank Manufacturing Company

A prominent manufacturer of load banks, essential for testing power supplies in data centers and other facilities, ...

Private Equity on the Upswing: Marking Revival in Q2 2024

EPISODE 73

Modernizing Financial Services Software Platform for Strategic Growth

A financial services software platform, specializing in a range of lending services, faced the challenge of modernizing ...

Private Equity Spotlight: Chris Cathcart on Cultivating Entrepreneurship in PE

EPISODE 72

Board Member To Enhance Operations for Orthopedic Practice Growth

A lower middle-market PE firm, specializing in nurturing founder/family-owned businesses, identified a critical need ...

Private Equity Spotlight: The Role of Digital in Reshaping Business with Darren Herman

EPISODE 71

Sales Benchmarking, Growth for Construction Company

The portfolio company, operating within the construction and engineering sector, required expertise in process mapping, ...

Strategies for Sustainable Growth: Insights from Clairvest’s Leadership

EPISODE 70

Optimizing Global Sales for Leading SaaS Provider in the Legal Sector

An upper-market PE firm required a comprehensive sales and marketing strategy overhaul for its portfolio SaaS company, ...

Private Equity Spotlight: The Independent Sponsor Model with Doug Song and Erik Ginsberg

EPISODE 69

The Future of Private Equity Fundraising with Brian Bank from Kirkland and Ellis

EPISODE 68

Elevating Sales Leadership in Marketing Services with Executive Search Expertise

A PE-backed company specializing in direct mail and digital marketing services was in urgent need of a CRO/VP of Sales. ...

Private Equity Spotlight: Transforming Manufacturing with Jessica Ginsberg of LFM Capital

EPISODE 67

Revitalizing Sales for LED Lighting Company: Strategic Turnaround

A portfolio company in the LED lighting industry was experiencing significant sales challenges. Before investing in ...

Private Equity Spotlight: Reinventing Operational Excellence with Cory Eaves

EPISODE 66

Transforming E-commerce Company with Inside Sales Mastery

The portfolio company, a leader in e-commerce with the majority of its sales online, aimed to diversify its sales ...

Private Equity Spotlight: From Assembly Line to Investment Line with John Stewart

EPISODE 65

Enhancing Channel Sales Strategy in SAP Ecosystem for Payroll Solutions

An upper-middle market PE firm sought to refine the sales strategy of its software technology portfolio company, ...

Private Equity Spotlight: Synergy in Action – Ami Mehta & Joe McIlhattan at Periscope Equity

EPISODE 64

Senior Advisor for Roll-Up of Gas Stations, Convenience Stores

An East Coast real estate investment firm required external expertise to evaluate a retail transaction involving the ...

Search for CFO To Lead Funeral Home Expansion

A lower-middle market PE firm needed to initiate a search for a new CFO for its portfolio company in the retail sector, ...

Private Equity Spotlight: Formulating Wins in Specialized Sectors with Doug Horn

EPISODE 63

Crucial Financial Leadership Hire in Manufacturing Industry

A newly acquired multi-million-dollar manufacturing business, specializing in sprayers and foamers for the food ...

Private Equity Spotlight: Building Future Leaders with Bob Belke

EPISODE 62

Executive Search Firm Financial Controller for Growing Business Services Company

A tech-enabled business services company, rebounding post-pandemic with aspirations to exceed 9 figures in revenue and ...

Private Equity Spotlight: From Lending to Leading with Gretchen Perkins

EPISODE 61

Private Equity Spotlight: Shaping the Future of Software with Carl Press from Thoma Bravo

EPISODE 60

Interim CEO To Lead Difficult Transition for Aerospace Distribution

A PE firm was in urgent need of an interim CEO for its portfolio company in the industrial distribution space, ...

Private Equity Insights: Q1 2024, Charging Through the Storm

EPISODE 59

Pricing Expert To Reformulate SaaS Company To Value-Based Strategy

A customer engagement platform company, specializing in software for transactional websites and mobile apps, sought to ...

Private Equity Spotlight: The Art of the Deal with OpenGate’s Josh Adams

EPISODE 58

Senior Advisor To Optimize Software Composition Analysis Strategy

An upper-middle market PE firm required expert insights into the Software Composition Analysis (SCA) sector, focusing ...

Private Equity Spotlight: Value and Vision with John Caple of Hidden Harbor

EPISODE 57

PE Firm Interim VP Placement ‘Exceeded’ Expectations

A lower-middle market PE firm urgently required an interim VP/associate level resource with skills in report writing ...

Elevating Everyday: Private Equity Pros Share Transformative Life Hacks

EPISODE 56

Strategically Expanding Insurance Company Board Expertise with Physical Therapy Focus

The PE firm sought to enhance the board of its insurance portfolio company with individuals who had extensive ...

Private Equity Spotlight: Doron Grosman on Shaping Success Across Sectors

EPISODE 55

E-commerce Data Specialist To Optimize Boots Store on Amazon

An upper-middle market PE firm sought a solution to enhance its boot manufacturing and distribution portfolio company’s ...

BluWave Recognizes Private Equity Firms Advancing Modern Growth Practices With 2026 Top PE Innovator Awards

BluWave Recognizes Private Equity Firms Advancing Modern Growth Practices With 2026 Top PE Innovator Awards BluWave’s ...

BluWave Names Bertram Capital the 2026 Top Private Equity Innovator of the Year

BluWave Names Bertram Capital the 2026 Top Private Equity Innovator of the Year NASHVILLE, Tenn.--(BUSINESS ...

Private Equity Spotlight: The Art of Value Creation and Global Expansion with Livingbridge’s Curt Kahn

EPISODE 54

Custom Reporting for Construction Operational Insight Boosts Company Value

Two small construction and engineering companies required a solution to gather data from various databases and present ...

Private Equity Spotlight: Crafting the Independent Sponsor Model with Grant Kornman of Align Collaborate

EPISODE 53

Optimizing Performance in Staffing: Business Intelligence Drives Branch Success

The client, a commercial staffing company, sought to enhance branch-level performance by identifying key profitability ...

Private Equity Spotlight: A New Chapter – Eric Hansen’s Transition to Blue Sea Capital

EPISODE 52

Veterinary Business Needs Help with Complex Data Warehouse Software

The PE firm required a robust data warehousing solution for a new veterinary software platform under LOI. The project ...

Private Equity Innovator of the Year: Kevin McAllister, Access Holdings

EPISODE 51

Hybrid Finance Professional for Construction Company Leadership

A lower-middle market private equity firm sought a unique finance professional for its construction portfolio company. ...

Private Equity Spotlight: Building Success with Tim Schulte of Council Capital

EPISODE 50

Enhancing M&A, Financial Operations in Healthcare with Strategic Staffing

A private-equity owned healthcare services provider, specializing in traumatic brain injury care, was gearing up for an ...

Private Equity Spotlight: The Growth Stage Playbook with Erica Blob of Brighton Park Capital

EPISODE 49

Stopgap Interim CFO Needed for Automotive Operations

An upper-middle market firm urgently required a proficient interim CFO for one of its portfolio companies in the ...

Private Equity Spotlight: Overcoming Adversity with Andrew Joy of Hidden Harbor

EPISODE 48

Strategic Executive Search for SaaS Sales Leadership

A SaaS company, focused on local and municipal government solutions, needed a chief revenue officer to enhance its ...

Private Equity Predictions: Tackling 2024’s Opportunities and Challenges

EPISODE 47

Interim CFO To Revolutionize Financial Forecasting for Construction Portco

The Need Advanced Financial Forecasting for Strategic Growth A leading construction services portfolio company needed a ...

Suzanne Yoon, Kinzie Capital | Charting the Course of Value Creation in Private Equity

EPISODE 46

Transformative Leader for Consumer Products Revitalization

A West Coast company, specializing in the design, manufacture and distribution of proprietary consumer products, found ...

Emily Holdman, Permanent Equity | The Art of Lasting Partnerships in Private Equity

EPISODE 45

Diversifying Talent in a Digital-First Consumer Products Startup

A consumer products startup, operating as a portfolio company of a lower-middle market PE firm, was on a mission to ...

What I Wish I Knew: Private Equity Leaders’ Advice to Their Younger Selves

EPISODE 44

Strategic Buy-Side Search in Healthcare Services

A lower-middle market private equity firm, with a successful history in executing multi-site roll-up strategies, sought ...

Revolutionizing Sales Strategies for a Robust Roofing Roll-Up

A progressive roofing roll-up, specializing in both residential and commercial sectors, sought to enhance its sales ...

Business Builders’ Bookshelf: Essential Reads for Strategic Success

EPISODE 43

Nick Shaw, Mirrorbox Leadership Lab | ‘My Teacher, My Son: Lessons on Life, Loss, and Love’

EPISODE 42

Dave Feierstein, Ronin Equity Partners | Transforming Business with a Hybrid Investor-Operator Approach

EPISODE 41

Versatile Controller for an Innovative Legal Tech SaaS Business

A burgeoning U.S.-based legal tech SaaS business, backed by a PE firm, was on a mission to revolutionize legal ...

Eric Jensen, Nordic Capital | Achieving Operational Excellence: A Look into M&A and Talent Strategy in Private Equity

EPISODE 40

Culture-Oriented VP of Human Resources for Financial Services Portco

A leading financial services company was on the lookout for a VP of HR. With a strong presence across dozens of ...

Jay Hernandez, Raymond James | M&A Market Dynamics: Essential Preparations for Buyers and Sellers

EPISODE 39

Interim CFO Elevates Real Estate Search Engine’s Financial Strategy

A leading online real estate marketplace specializing in age-restricted communities was at a crossroads. With revenue ...

Interim Ingenuity: Ready-made Executives to Elevate Your Company

EPISODE 38

Optimizing IT Infrastructure for a Scientific Product Manufacturer

A portfolio company specializing in the manufacturing and distribution of scientific products, such as syringes and ...

Scott Estill, Lancor | Talent Dynamics in Private Equity: How Firms are Refining their Approach

EPISODE 37

Interim CFO with Expertise in Commodities, Hedging for Manufacturing PortCo

The CFO was leaving a B2B food ingredients portfolio company. The business, with significant operations in commodities ...

Targeted Market Research for a Software Technology Company

A B2B data management portfolio company sought a market research firm to conduct an in-depth survey. Their objective ...

Decoding Q3 Insights: Harnessing People Power and Growth Opportunities in an Improving Market

EPISODE 36

Andrew Greenberg, GVC | Evolution of the M&A Market: A Journey from Information Asymmetry to AI-Enhanced Efficiency

EPISODE 35

Transforming Big Data into Actionable Insights for Legal Services

A portfolio company in the B2B legal services sector reached out with a specific challenge. They had an Excel dataset ...

Joe DeLuca, NewSpring Capital | Reassess and Adapt: A Conversation on Pivoting Business Models and Organizational Structures

EPISODE 34

Life Sciences Diligence Firm to Ensure Compliance, Data Integrity in Clinical Trials

A portfolio company was venturing into a deal within clinical trial sites. These sites had a significant amount of data ...

A Wave of Deals is Coming: Commercial Due Diligence for When the Tide Rolls In

EPISODE 33

Chief Medical Officer Search for Healthcare Services Firm

A private equity firm reached out to BluWave in need of a chief medical officer (CMO) for one of its portfolio ...

Ed Hine, Cold Bore Capital | Breaking the Speed of Sound: Strategic Private Equity Buy and Builds

EPISODE 32

Maintaining Rapid Healthcare Services Growth with Specialized CFO

A private equity firm specializing in mid-market investments and family office collaboration approached BluWave with a ...

Matt Cole, SBJ Capital | No One Gets Through Life Unscathed: A Guide to Private Equity Problem Solving

EPISODE 31

Executive Search Firm Needed To Hire Technical Head of BD

A private equity firm contacted BluWave in need for an executive search firm to hire a head of business development for ...

Scott Becker, McGuireWoods | The Window of Opportunity: Healthcare and PE Insights

EPISODE 30

Connecting PE Firm with Top Talent for a Vital CFO Role in the Software Sector

A large capital private equity firm, required a new chief financial officer (CFO) for its portfolio company in the ...

Gabe Mesanza, Huron Capital | An Expert Perspective on Culture, Growth and Cash Flow in Private Equity

EPISODE 29

Recruiting a Turnaround CEO for Sporting Goods Manufacturer

A lower-middle market private equity fund needed new leadership for their portfolio company as the existing CEO was ...

John Kirk, Tuckerman Capital | The Key to Modern Private Equity and Business Growth: People

EPISODE 28

Controller with Leadership Skills for Resilient Growth

Amid the drive for strengthened financial stewardship, an portfolio company embarked on a vital mission to secure an ...

Scott Phillips, Orix Capital Partners | How to Focus on the Things That Matter in Private Equity

EPISODE 27

Visionary Growth CEO for Philanthropic Advisory

A prominent middle-market private equity firm recognized the importance of hiring a CEO with an exceptional ability to ...

Paul Stansik, ParkerGale Capital | The Sales Metric Playbook: A Private Equity Guide to Measuring Sales Growth

EPISODE 26

Elevating IT Leadership for Tech-Enabled Compliance Services

A dynamic player in legal and compliance services identified a crucial need for strong IT leadership. With a robust ...

AI Roundtable: Tangible Takeaways to Help Leverage Artificial Intelligence

EPISODE 25

VP of Consumer Sales Recruitment for eCommerce Expansion

A portfolio company, a prominent player in gourmet cutting boards and countertops, sought a dynamic VP of Consumer ...

Brit Yonge, Corsair Capital | An Expert Perspective on Strategy and Resilience in Private Equity

EPISODE 24

VP of Services Recruitment for Roofing Expansion

A prominent portfolio company in the roofing industry sought rapid expansion after acquiring three roofing firms, ...

Q2 Snapshot: Key Findings from BluWave’s Private Equity Insights Report

EPISODE 23

Interim CHRO Leads Complex Carve-Out Transition in Consumer Products Industry

A lower-middle market PE fund was on the brink of closing a significant deal involving the carve-out of a global ...

Recruiting an Operations Associate for a Manufacturing Company

As a manufacturing portfolio company under the guidance of a lower-middle market PE fund, there was a pressing need to ...

Cici Zheng, ParkerGale Capital | Private Equity Advice on Pricing, Human Capital and More

EPISODE 22

David Hellier, Bertram Capital | Harnessing Data to Innovate, Differentiate and Evolve

EPISODE 21

Strategic Diligence Insights for Life Sciences Expansion

A healthcare-focused upper-middle market PE firm needed in-depth insights into the clinical research sector as part of ...

Filling a Need: Unraveling the History and Growth of the Private Equity Industry

EPISODE 20

Strengthening HR for Building, Construction Companies

Amid the need for strategic HR management, a building- and construction-focused PE firm sought a seasoned HR generalist ...

Comprehensive IT Assessment Interim Leadership Sought

When faced with a sudden void in IT leadership, a manufacturing portfolio company urgently sought an experienced IT ...

John Huhn, Compass Group Equity Partners | Unlocking Success: The Power of Persistence in PE

EPISODE 19

Brian Adams, Excelsior Capital | Real Estate vs. Buyout: Private Equity Investor Perspectives

EPISODE 18

Revamping Market Positioning, Expanding with M&A

A portfolio company sought help improving its market positioning and evaluating strategic M&A prospects within the ...

Hernan Saenz, Bain & Company | A Glance into the Future of the Planet, the Power of Circular Transformation and the Role Private Equity Can Play

EPISODE 17

Strategic Recruitment for Key Manufacturing Sales Roles

A prominent private equity firm in the lower-middle market sought to rapidly fill two pivotal sales roles for a ...

High-Impact HR Leadership: Transforming Culture in Tech Software Company

A portfolio company engaged BluWave to orchestrate a targeted search for a vice president of people operations to lead ...

HR, Tech Take Center Stage in Q1: Private Equity Industry Update

EPISODE 16

C-Suite Executive To Streamline Dental Operations

A multi-location dental business needed a COO to turn around the organization’s operations. The goal was to enhance ...

Charlie Gifford, New Heritage, Getting to Yes Through Differentiation in Private Equity

EPISODE 15

SVB Bank Crisis: What Will Happen Next and How Private Equity Will Reframe Crisis into Opportunity

EPISODE 14

Operations Integration: Industrial Park Carveout

When confronted with a corporate carve-out investment opportunity under LOI, a small-market private equity firm sought ...

Doug Horn and Mohit Kansal, Clairvest, Being Strategic with Collaboration and Structure

EPISODE 13

Expert Chief of Staff in the Software Industry

In the early stages of acquiring a digital mortgage solutions provider a middle-market private equity firm sought an ...

Demetrios Dounis, Heartwood Partners, Good People Build a Strong Foundation

EPISODE 12

Market Study for Financial Services Acquisition Target

An upper-middle market PE firm wanted to conduct a comprehensive market study on an acquisition target: a company that ...

Marshall Phelps, MidOcean Partners, An Unconventional Path to Business Building

EPISODE 11

Interim CFO Transforms a Physiatry Powerhouse in Flux, is Hired Full-Time

An upper-middle market PE firm recognized the need for transformative financial leadership for their portfolio company ...

2022 Private Equity Industry Update

EPISODE 10

Temporary Finance Leader for a Creative Digital Agency

A lower-middle market PE firm sought a transformative interim CFO who could not only handle financial intricacies but ...

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EPISODE 009

Interim CIO Leads Complex Carve-out Integration

Amid a complex carve-out situation, a leading private equity firm sought an interim CIO with deep expertise in ...

Top 5 Private Equity Trends In 2022

EPISODE 008

Navigating an Intercontinental Aerospace Merger

When a middle-market private equity firm acquired an international aerospace entity, the challenge of seamless ...

Q3 Private Equity Industry Update

EPISODE 007

Exploring Uncharted Territories: Fireworks Industry Due Diligence

With an upcoming deal on the horizon, a middle-market private equity firm recognized the need for a comprehensive due ...

Devin Mathews, ParkerGale | Culture, Mental Health, Fundraising, Cash Flows, and more

EPISODE 006

Seamless Integration for a PortCo’s First Add-On Acquisition

A lower-middle market private equity firm’s portfolio company was poised for its first substantial add-on acquisition. ...

What LPs are Looking for and Trends Every GP Should Know | Brian Bank, Kirkland & Ellis

EPISODE 005

Manufacturing Growth through Market Insight Diligence

Our middle-market private equity firm client sought to empower its portfolio company operating in industrial ...

How to Hire a Private Equity-Grade CFO

EPISODE 004

Industry-Specific Growth Experts for PE Firm’s Portcos

A forward-thinking lower-middle-market private equity firm aimed to empower its newly acquired portfolio companies ...

Good Values and Work Ethic Win | Doug McCormick, HCI Equity Partners

EPISODE 003

Interim CFO with PE Experience for Tech Software Company

A lower-middle-market PE firm sought to support its recent acquisition of a tech software company specializing in IT ...

Interim CFO To Customize BI&A for Commercial Roofing Company

A lower-middle market PE firm needed an interim CFO at its portco to bolster the new commercial roofing platform’s ...

What Is The Karma School of Business?

EPISODE 001

Streamlining Growth: Industrial Services HR Integration Consultant

A lower-middle market private equity firm sought BluWave’s assistance in integrating three specialty industrial ...

On Short Notice, Interim CEO Turns Around Construction PortCo

A small-market PE firm engaged BluWave for their interim executive expertise to address a critical need at a mechanical ...

Trailer | Welcome to BluWave’s Karma School of Business

Interim CFO: Complex Situation for Rapidly Growing Healthcare Services Business

A lower-middle market private equity firm sought BluWave’s expertise in interim executive searches to assist one of ...

Financial Integration Support for Chemical Manufacturer

A chemical manufacturer operating in the specialty treatment chemicals industry sought assistance with financial ...

CEO Search for Rapid Expansion of Residential Services Portco

A home services company, focused on consolidation and rapid growth, was in need of a new CEO. Having completed nine ...

Driving Digital Transformation: IT Expert for Logistics Company

A logistics company specializing in utilities services was going through a rapid growth stage and felt the need for ...

Streamlining Data Insights: Creating a Real-Time Dashboard Solution

A company in the field services industry faced challenges with managing and extracting valuable insights from their ...

How BluWave Enabled Massive Turnaround of Family-Held Business

A multi-generation family-owned business faced significant challenges due to declining financial performance and market ...

HR Carveout Assistance for Lower-Middle Market PE Firm

A lower-middle market PE firm required an HR consultant experienced in HR carveouts to support their project. The ...

Accelerated Market Study for PE Firm in Accounting Services

A large-cap private equity firm was exploring an opportunity in the Accounting Services space and needed ...

Supply Chain Diligence Helps Food Company Identify Synergies, Cost Savings

A portfolio company in the food and ingredients industry needed help assessing the viability of integrating three ...

Lighting Company Gains Competitive Edge from Market Study

A portfolio company specializing in commercial lighting solutions recently appointed a new CEO, who sought help ...

Fiber Optics Company Building Out Executive Team for New Division

The CFO of a telecommunications company that specializes in wireless internet needed help building out its executive ...

HIPAA Audit Needed for IT Firm Serving Healthcare Industry

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Fast-Growing Company Needs Help Managing Transactions

A rapidly expanding outsourced waste management company had outgrown its accounts payable automation tool. With a ...

Offshoring Experts Sought To Save Time, Lower Portco’s Operation Costs

PE firm sought offshore assistance with manual tasks to increase efficiency, lower costs and focus on higher order. ...

List-Build Expert Needed To Grow Portco Contacts

A PE-firm’s portcos were wasting precious time manually building lists by going from website to website and scraping ...

Interim CEO for Manufacturing Company Seeking Permanent Replacement

Struggling to get the right CEO in place for its portco, the PE firm needed a stopgap while it prepared an internal ...

Healthcare-Focused Finance Consultant for Portco

The PE firm was ready to sell its diagnostic supplies and equipment manufacturer and was looking for a financial expert ...

HVAC Industry Experts Set Up PE Firm’s Portco Exit

Pricing strategy expert urgently needed for SaaS portco

Building out a new product GTM strategy, PE firm & portco needs pricing expert A PE senior associate came to us ...

Interim CFO urgently needed for prep for sale process

PE firm urgently needs an interim CFO to help with prep for sale

Leadership coaching consulting firm needed for executives

PE firm urgently needs leadership coach for prep for sale process

Urgent need for sales & marketing focused org design consultant

PE firm needs consulting group to improve sales and marketing functions

Digital Marketing Expert Boosts Tech Portfolios for PE Firm

Firm needs consultant to enhance digital marketing efforts across portcos

Merger integration consultant urgently needed for software & industrial services merger

PE firm critically needs merger integration experts

Specialized Recruiting Firm Vitally Needed by Portco CEO

Portco CEO needs to hire new Head of Sales

ESG consultant needed across portfolio

PE founder needs ESG consultant for 3-year plan

Quality of earnings provider needed for healthcare target

On-site quality of earnings provider needed immediately

Interim CFO Crucially Needed for Portco Carveout

Firm needs interim CFO to lead carveout

Environmental diligence critically needed for target

Evaluating target company, firm needs environmental diligence provider

Compliance group urgently needed for quality control process

Urgent need for FDA compliance group

Leadership coach vitally needed for new CFO

Leadership Coach needed to mentor new CFO

Top specialized diligence providers critically needed

Firm needs specialized providers across their diligence provider matrix to assess target

Technology diligence critical for target company

Partner needs technology diligence for software target

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

Cost reduction group needed to immediately cut costs

Interim CHRO Urgently Needed for Software Portco

Firm needs top interim CHRO for fast growing portco

Interim CHRO Urgently Needed for Professional Services Portco

Interim CHRO needed for high growth, professional services portco

Interim CHRO Strengthens Healthcare Services Amid Leadership Transition

Strong interim CHRO needed to lead HR in healthcare services portco

Essential Need for Data Consolidation, Analysis, Visualization

Consumer products portco in critical need of data consolidation and analysis

Pre-close recruiters immediately needed

PE firm has critical need for pre-close recruiters for a target company

GTM strategist vitally needed to accelerate growth

PE firm needs GTM strategist to grow financial services portfolio company

Instant solution for specific IT due diligence need

PE firm needs IT due diligence provider to assess target company

Post-Merger Integration Support Critically Needed

CFO urgently needed support with post-merger integration

Buyside M&A Advisory Firm Needed to Assess Target

VP needs buyside M&A advisory firm in healthcare sector

Executive Recruiter Needed for Hospitality-Focused Portco

Firm comes to BluWave with executive recruiter need for portco

Interim Executive Immediately Needed To Set Up Procurement Office

VP immediately needs a top interim executive for portco

Voice of Customer diligence needed for acquisition target

Managing director needs Voice of Customer research for target company

Field operations expert needed for niche industry

SVP needs expert to improve operations performance for construction services portco

Immediate HR diligence provider needed

PE firm has critical need for HR diligence provider for target company

Urgent Need for Big Data Analytics Consultant in PE Firm Evaluation

Urgent data analysis needed to evaluate portfolio company

Urgent Analytics Expert To Create eCommerce Sales Strategy

Critical need for business analytics provider specializing in ecommerce sales

Ecommerce company hacked, operations shut down, critically needed support

Cyber breach led to urgent need for cybersecurity expert for portco

Pricing Strategy Expert Needed To Lift Revenue

Critical need for pricing strategy expert for B2C company

Vital Procurement Consulting Group for Supply Chain Issues

Manufacturing company in need of procurement consulting group

Commercial due diligence needed to aid growth strategy

Commercial due diligence needed for growth strategy

Critical salesforce effectiveness training firm

Medical supplier has critical need to assess salesforce team and GTM strategy

Voice of Customer Research Critical for Add-On Acquisition

Local Voice of Customer research provider needed for acquisition evaluation

Imperative Sales Force Effectiveness and GTM Strategy Needed

PE firm urgently needs to assess effectiveness of sales team at healthcare portco

IT due diligence provider with niche expertise

IT due diligence needed for business analytics company

Interim CEO with Niche Manufacturing Expertise

Interim CEO with manufacturing expertise needed to help grow business

Interim CHRO Critically Needed To Integrate HR Department Platforms During A Merger

An interim CHRO was needed during a multi-business merger

Urgent Digital Marketing Consultant for Entire Portfolio

Portfolio-wide need for digital marketing consultant

Immediate Board Member for CEO Support with Niche Expertise

A Partner at a LMM PE firm came to us with an immediate need for a board member for the manufacturing company they ...

Immediate Interim CTO To Remediate Portco’s Tech Stack

Recent healthcare TPA acquisition needs interim CTO

Crucial ERP selection & implementation consultant to integrate disjointed systems at portco

Large Cap firm needs ERP consultant with industry expertise

Critical Lean Six Sigma Expert to Improve Operations

Lean Six Sigma consultant need to improve operational efficiencies

Cost-Reduction Experts Uncover $10M Savings for Plastics Manufacturer

Cost-Reduction Group Needed for Leading Plastics Company

Recruiting Firm with Food & Beverage Experience Vitally Needed

Company needs specialized food and beverage executive recruiter

Critical staffing & recruiting firm to hire low-level sales language supports

Critical need for specialized recruiter for international hires

Procurement consulting group critical for COVID & inflation-related supply chain issues

Food and beverage portco critically needs procurement consulting group

Vital MSP to optimize and monitor Azure

PE Firm and portco contact BluWave for MSP need

BluWave Receives Strategic Growth Investment

BluWave Receives $14 Million Strategic Growth Investment led by Highmount Capital to Scale Market Network Platform for ...

BluWave Receives $14 Million Strategic Growth Investment led by Highmount Capital to Scale Market Network Platform for Private Equity Services

BluWave Receives $14 Million Strategic Growth Investment led by Highmount Capital to Scale Market Network Platform for ...

Interim CFO To Support Current CFO During Add-On Acquisition

Interim CFO needed for post-close accounting support at portco

Critical need for firm to lead digital transformation of portco

PE firm needs group to lead digital transformation for portco

Critical ESG diligence provider with industry expertise

ESG diligence needed for a consumer products target

Dual Commercial Due Diligence, GTM Provider Vitally Needed

PE Firm needs commercial due diligence and GTM strategist for construction target

Operational diligence provider urgent for VMS target

Firm needs operational diligence for target VMS manufacturing company

Critical ops performance & improvement consultant to increase warehouse efficiency

Managing partner needs operational performance and improvement consultant for warehouse redesign

Immediate senior advisor with technical expertise

Firm critically needs senior advisor with software industry knowledge

Vital IT diligence provider with specific industry experience

IT diligence provider needed for healthcare portco

Senior advisor with pharmacy expertise immediately needed

Senior advisor vitally needed for healthcare services portco

Immediate strategy session facilitator

Firm immediately needs strategy session facilitator for portco

ERP selection advisor critically needed

Firm urgently needs consultant for ERP selection

Prompt HR diligence provider willing to go the extra mile

PE Firm needs HR diligence for fintech target

Market study immediately needed from specialized provider

Firm urgently needs market study for target portco

LMM VP with vital need for prep for sale resource to successfully support portco in process

Prep for sale resource needed for healthcare tech portco

Executive recruiting firm needed to place VP of Operations

VP of Operations urgently needed to take charge at bakery portco

Commercial Due Diligence Provider Immediately Needed To Assess Potential Target

Commercial due diligence provider needed for software market study

Strategic post-merger integration support

Firm vitally needs integration support for ecommerce portco

Digital marketing expert needed with experience in food manufacturing

PE Firm needs digital marketing expert for food manufacturing target

Large Cap VP urgently needs post-merger integration support

Post-merger integration needed for healthcare portco

Interim CHRO Needed to Quickly Spearhead Departmental Change

Firm needs interim CHRO for multi-site portco

Interim CFO Urgently Needed after Abrupt Resignation

Firm has immediate need for PE-grade interim CFO

Pricing strategy expert needed to drive demand

Firm needs pricing strategy expert for consumer products portco

Head of Sales Needed To Drive Value at Portco

PE firm urgently needs Head of Sales as portco grows

Quickly perform digital marketing due diligence on new business

Firm quickly needs digital marketing diligence on target

Urgent Interim CEO To Provide Turnaround, Performance Improvement

Interim CEO immediately needed for healthcare portco

Interim CFO Needed to Quickly Integrate New PE Platform Portco

An interim chief financial officer with relevant niche experience was needed

Niche eCommerce Resource within Specific Budget Criteria

Firm came to us with need for expert e-commerce resource

Commercial Diligence Needed for Healthcare Target

Commercial diligence provider urgently needed for healthcare target

Executive Recruiter Critically Needed for New Portco

Firm needed executive recruiter to place CEO with industry expertise

PE Firm in Need of Short-Term Resource

PE firm needed short-term resources after unexpected loss

Cost-Benefit Analysis of Hiring an Interim CFO

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Interim Controller Guide: When, Why & How PE Firms Secure Temporary Finance Leadership

An interim controller provides immediate, temporary financial leadership to stabilize accounting operations, ensure ...

Private Equity Firms Recognized by BluWave’s 2025 Top PE Innovator Awards Point to Growth-Minded Action

Private Equity Firms Recognized by BluWave’s 2025 Top PE Innovator Awards Point to Growth-Minded Action BluWave’s ...

BluWave Names Alpine Investors as its 2025 Top Private Equity Innovator of the Year

BluWave Names Alpine Capital the 2025 Top Private Equity Innovator of the Year BluWave’s fourth annual awards program ...

BluWave Awards 2025: Alpine Investors is PE Innovator of the Year

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BluWave Awards 2025: Top Private Equity Innovators

We’re proud to announce the fourth annual Top Private Equity Innovators with the 2025 BluWave Awards*.

Before Building Internal Finance Teams: Outsourced Accounting Benefits

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How To Build an IT Roadmap for Your Business

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Private Equity Deal Market Positioned for Robust Growth in 2025, Driven by BluWave Insights

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Recruiter for Interim Controller Critically Needed

Firm had immediate need for interim finance recruiting firm with SaaS experience A PE partner came to us with a vital ...

Voice of Customer provider critically needed

Voice of Customer research critically needed

Private Equity Hitting The Accelerator, But Their Tires Are Spinning a Bit

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How Much Does a Typical Interim CEO Make?

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Interim CFO for Startups: Transform Your Financial Strategy

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Interim CFO Consulting: A Reliable Solution for Your Portfolio Companies

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IT, Software Strategy Solutions for Healthcare Services Industry

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Interim CEO Job Description: Skills, Services

Interim CEO services are highly coveted in transitionary economies, such as those experienced during the 2008 housing ...

Private Equity Deal Market Is Starting To Rebound: BluWave Data

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Fractional CFO vs Interim CFO: Key Differences & When to Hire

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How and Why to Hire an Interim CFO: Key Benefits

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20 Essential Tasks Handled by Interim CFO Services

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Financial Planning, Modeling, Analysis Resources for Manufacturing Industry

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Quality of Earnings Resources for Tech Software Companies

In the technology – software industry, companies regularly encounter complex challenges that can impede growth and ...

Operations Diligence Resources for Healthcare Products Industry

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Most-Requested Temp Staffing Resources in Healthcare Services Industry

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IT, Software Strategy Resources for Private Equity Firms

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CFO Headhunters for Consumer Products Companies

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System Selection & Implementation Solutions in Professional Services Industry

In the professional services industry, companies face challenges like system integration difficulties and outdated ...

5 Challenges Interim CROs/CSOs Solve for Software Companies

The software industry is characterized by its rapid pace of innovation and market dynamics, presenting unique ...

5 Challenges Interim CROs/CSOs Solve for Manufacturing Companies

Sales and market in the manufacturing industry presents a unique set of challenges that demand strategic insight and ...

Resources To Solve Operations Challenges in Distribution Industry

In the distribution industry, operational agility and strategic foresight are keys to modern commerce. Businesses face ...

Growth Strategy Resources for Construction & Engineering Industry

In the construction and engineering industry, companies face operational challenges that span from strategic market ...

Efficient Operations Resources for Food & Beverage Industry

In the food and beverage industry, operational challenges are as diverse as the products on the shelves. From the ...

How Hospitality Industry Benefits from Interim Executives

The hospitality industry has operational and strategic challenges that require a special breed of leader. From the ...

Operations Due Diligence Resources for Manufacturing Businesses

Manufacturing companies constant seek to enhance operational efficiency, ensure safety compliance and embrace the ...

Operations Performance Tactics for Software Businesses

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Popular Digital Marketing Demand Gen Services

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How To Grow Your Consumer Products Company

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Close More Manufacturing Sales with Industry-Specific Resources

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Board Members To Take Software Companies To Next Level

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Digital Marketing Pain Points, Solutions: Healthcare Services Companies

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Equipping Your Sales Team with ICPs, TAMs Using RevOps

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BluWave Awards 2024: Top Private Equity Innovators

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How RevOps Accelerates Time to Value for Investments

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Revenue Operations in Due Diligence: How IT Creates More Value

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Private Equity Forecast: BluWave Predictions Tracker

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Private Equity Firms Recognized by BluWave’s 2024 Top PE Innovator Awards Point to Growth-Minded Action

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Commercial Due Diligence for Automotive Industry Businesses

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BluWave Awards 2024: Access Holdings is PE Innovator of the Year

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IT Due Diligence for Manufacturing Companies

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Due Diligence for Media, Entertainment Acquisitions

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Top Private Equity Podcasts

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New Private Equity Podcast: ‘Best But Never Final’

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Digital Marketing Demand Generation: Challenges, Solutions in Consumer Products Sector

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Private-Equity Firms Increased Amounts Spent on Due Diligence in Q4 2023

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Private Equity Hits the Accelerator as Economic Fundamentals Show Signs of Improvement

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Senior Advisors: How They Help in Healthcare Services Sector

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Operation Due Diligence: Essential Checklist for Manufacturing Industry

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Procurement, Sourcing Resources for Manufacturing Industry

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IT Due Diligence: Technology, Software Industry

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BluWave Celebrates Innovation and Accomplishments in 2023; Sets Sights on Expansion as Demand for Best-In-Class Business Resources and Technology Soars

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Revolutionizing Healthcare: Roles of AI, Machine Learning

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Scott Estill of Lancor: Human Capital’s Evolving Role in Private Equity

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What To Do When Your Service Provider is at Capacity

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Professional Healthcare Recruiters: Specialized Human Capital Resources

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Buy-Side Deal Sourcing: Strategies for Uncovering Hidden Opportunities

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Unlocking Organizational Success: The Role of Leadership Coaching

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Investment Strategies, Bridging Valuation Gaps, Leveraging AI: VP Forum

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Operating Partners’ Forum: Leveraging AI for Data, Analytics

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Marketing Due Diligence: Comprehensive Checklist

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Human Capital Forum: Navigating the Labor Market, Investing in Talent Development

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Maximizing Customer Retention: Strategies for Loyalty and Long-Term Success

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How BluWave Helps Business Builders

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Technical Recruiter (IT): Find the Right Candidate Fast

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Benefits of Outsourced Bookkeeping for Business Growth

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Hire Interim CTO: Benefits, Advantages

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M&A Integration Timeline: 10 Keys To Success

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EDI Specialist: Get Help with Technical Implementation

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Effective B2B Debt Collection Strategies for Improved Cash Flow

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Government Contract Outsourcing: Get Proposal Help

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10 Cloud Migration Use Cases: What is it for?

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Colocation Security: Facilities, Services, Meaning

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Org Chart Planning: Aligning with Growth Strategy

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Data Shows Private Equity Taking Action with HR and Tech During Economic Storm, Per BluWave Activity Index

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AI Data Analytics: Business Intelligence Tools

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Sales Process Workflow: Stages, Examples for Businesses

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Manufacturing Equipment Financing: Machine Loans, Leases

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Platform Modernization: App, Software Upgrade – IT Strategy

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Employee Management Softwares: 13 Reasons To Use Them

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Strategic Sourcing and Procurement: What is It?

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PE Weekly: Focus Turns to the Lower-Middle Market

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How To Extract Data from ERP Systems

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In the Know: Essential, Accessible Digital Transformation

Digital transformation is no longer something only the biggest, wealthiest companies can afford.

Human Capital Forum: C-Suite Talent, Increasing Retention

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Data Warehouse Types: How To Choose the Right One

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Post-Merger Integration: Framework, Keys to Success

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Business Intelligence Infrastructure: What is it?

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Hire an Interim CHRO: Navigating Challenges, Creating Value

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In the Know: Proactive Due Diligence Practices

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In the Know: How to Action BI & Analytics Experts

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In the Know: The Importance of Interim CFOs

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Q3 2022 BluWave Insights

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In the Know: Due Diligence for Better Deals

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Sean Mooney on The Capital Club

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Hunt Scanlon PE Conference Event Recap

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Interim CFOs – Why Use Them?

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In the Know: Organizational Design & Effectiveness

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Best Practices | Tips for nailing a PE interview

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In the Know: Positioning for Growth in a Recession

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Middle-market PE firms prepare for a shift

Research Shows Investment Firms “Run Toward the Storm,” Despite Crashing Valuations

BluWave Q2 PE Industry Insights Report Reflects Steep Rise in Value Creation

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Q2 2022 BluWave Insights

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Best Practices | Tips from portco CEOs

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Hunt Scanlon 2022: Human Capital in Private Equity

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Best Practices | Communicating With Private Equity Sponsors

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In The Know: Executive Search

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Best Practices | Interviewing for an Interim CFO Role

Hannah Welsh shares observed best practices for individuals interviewing for an interim CFO role with one of our PE ...

An Interview with Co-Founders and Managing Partners of Bunker Hill Capital

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An Interview with Aterian Investment Partners Co-Founder & Partner, Michael Fieldstone

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BluWave Q1 2022 Insights Report Highlights Historic Highs for Value Creation Activity

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Our inaugural 2022 Top 50 PE Innovator Awards recognized the top 1% of firms in the private equity industry as ...

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We are pleased to announce the inaugural 2022 Top 50 Private Equity Innovator Awards, an award recognizing firms that ...

In The Know: Interim Executives

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Sean Mooney on The Private Equity Podcast

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10 Common Cybersecurity Gaps & How to Avoid Them

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IT Due Diligence Process: Mergers and Acquisitions

Mergers and acquisitions are complex processes that require due diligence in multiple areas. Information technology ...

In The Know: Combatting Pricing Woes

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Sean Mooney on Better Communication Between PE Firms and Portfolio Companies

In The Know: The Need for Go-To-Market Resources

As part of an ongoing series, we’re sharing real-time trending topics we are hearing from our 500+ PE fund clients. In ...

Sean Mooney on the Growth Think Tank Podcast

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2021 Annual BluWave Insights

Every quarter, BluWave reviews data from 500+ private equity fund engagements to identify market trends and performance ...

BluWave's 2021 Annual Report Reveals Historic Deal Flow and PE Embracement of Strategy and Human Resources

An Interview with Senior Partner at New Heritage Capital, Charlie Gifford

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Thank You to Our Service Providers as We Look Ahead to 2022

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Navigating Family Office Trends: An Interview with Glen W. Johnson

Before assuming the position of President of Membership for the Family Office Exchange (FOX) three years ago, Glen W. ...

Inflation’s Impact on Private Equity: Key Insights from PE Funds

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Insights from EconTalk Host Russ Roberts on Economics, Scarcity, and Innovation

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Proactive ESG Steps for Private Equity Firms to Enhance Investment Returns

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How BluWave facilitates due diligence for deal QBs

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Why BluWave was built with deal quarterbacks in mind

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Buyouts Magazine: More effective sourcing of service providers promises benefits

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Trailblazing in Private Equity: Insights from Pam Hendrickson of Riverside

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Navigating Private Equity with Matthew Garff: Insights and Strategies

Within the first few minutes of my conversation with Matthew Garff, two things became crystal clear: He fundamentally ...

Event Recap: PEI Ops Partner Forum: What makes a great PE talent partner?

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How BluWave Streamlines Merger Integrations for Clients

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BluWave's Q3 2021 Proprietary Insights Report Reveals Private Equity's Persistent Focus on Due Diligence and Post-Acquisition Value Creation

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Q3 PE Industry Insights: Deal Surge and Operational Improvements

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Navigating HR and Talent Acquisition: Insights from William Tincup

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Top Insights from Our Women in PE Event: Managing Resources and More

Every quarter we gather leading women in PE to discuss current industry topics and to offer intelligent women the ...

An Interview with Great Range Capital’s Ryan Sprott

Ryan Sprott and Paul Maxwell aren’t your typical brothers-in-law. Instead of solely cavorting during family vacations, ...

BluWave’s exponential growth accelerates as they surpass 500 private equity firm clients

Nashville, TN (September 9, 2021) – Following its recent Inc. 5000 fastest growing companies listing, private equity ...

BluWave Ranks No. 127 on the Inc. 5000 Annual List of America's Fastest Growing Private Companies

How BluWave helps PE shrink the world

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Capitalising on specialized third-party expertise is a future imperative

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Williamson represents a third of Nashville’s fastest-growing companies, per Inc. 5000 list

A Record-Breaking Year for PE: Pitchbook’s Q2 Report

With PE funds fighting an uphill battle last year amid a global pandemic, Q2 2020 industry reports were shrouded in ...

A letter from the CEO on being named the 127th fastest-growing private company according to Inc.

I am extremely proud to share BluWave has been recognized as the 127th fastest-growing private company in the 2021 Inc. ...

BluWave Ranks No. 127 On The 2021 Inc. 5000 Annual List Of America's Fastest-Growing Private Companies

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BluWave Achieves Top 200 Spot on Inc. 5000 Fastest-Growing Companies 2021

Top Resource for Private Equity Firms Achieved Three-Year Revenue Growth of 3,157 Percent.

Inside Trivest: Troy Templeton on Private Equity and Growth Strategies

At first glance, Troy Templeton is a stereotypical private equity managing partner demonized by the click-bait driven ...

BluWave’s Q2 2021 Proprietary Insights Report Reveals High Valuations, Scarcity, and Specialization as Leading Themes in Private Equity

BluWave’s Q2 2021 Proprietary Insights Report Reveals High Valuations, Scarcity, and Specialization as Leading Themes ...

Key Takeaways from Our Latest PE Human Capital Event

Every quarter we bring together top PE HR and talent executives to discuss current industry topics and to offer leaders ...

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 ...

Q2 Insights: Trends in Due Diligence and Value Creation

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 ...

How project-based work will fuel the hybrid workforce

How project-based work will fuel the hybrid workforce As the chaos and uncertainty around the pandemic starts to settle ...

The CFO Pyramid: Attributes a CFO Must Have

The CFO Pyramid: Attributes a CFO Must Have If a business hopes to grow and develop, it needs as many “self-actualized” ...

How Lean Six Sigma is being used well beyond manufacturing

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Video: Dealing With Service Providers at Capacity

As the world begins to rapidly reopen from the pandemic, businesses have begun to run full steam ahead to catch up for ...

Riveter Capital: Championing Women and Minority-Owned Businesses in PE

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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 ...

Why Private Equity firms are prioritising stakeholder capitalism

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Insights from TCV's Susan Clark: Operational Excellence in Private Equity

Susan Clark is an insightful force who spent nearly a decade in Dell operations prior to getting bit with the private ...

Insights from LaSalle Capital's Kelly Cornelis on Private Equity Trends

As the daughter of a retired sportscaster, Kelly Cornelis had little knowledge of the finance world growing up on the ...

Key Insights from the Private Equity Human Capital Executive Forum

Every quarter we gather top human capital executives across leading private equity funds to discuss key topics that are ...

April 2021 Roundup: BluWave Private Equity Client Insights

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BluWave’s Proprietary Insights Report Shows Private Equity Industry Making Significant Investments In Growth And Development

Private equity Intelligent Network finds 70% of PE activity was focused on value creation initiatives during the first ...

Why Companies Should Forge A Relationship With A Private Equity Coach

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Building Resilience: Strategies for Thriving in Changing Times

Do you have a resilient company? Does it navigate shifting tides easily, or do your leaders and teams struggle with ...

Interviewing a CFO? Here are 4 questions you need to ask.

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Insights from Forrester’s CMO Whisperer Sheryl Pattek

As Forrester’s Executive Partner serving CMOs and Chief Experience Officers, partner, Sheryl Pattek regularly works ...

Q1 2021 Private Equity Insights Overview

Working with over 500 of the world’s top private equity firms gives us insight into what the industry is focusing on. ...

Inside MiddleGround Capital: Lauren Mulholland on Private Equity Innovation

What happens when a former New York investment banker and mother of two young children (with a third not far behind) ...

Marketing Industry Game-changer Kyle Johnson Joins Intelligent Network BluWave

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5 Simple Hacks to Balance Personal and Professional Life

One of the silver linings of 2020 was my increased focus on (and confidence in) protecting my time. Spare moments were ...

Taking an investor’s perspective on your company’s value

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Tools and techniques to love this February and beyond

Where would we be as solutions-focused experts without a few favorite tools and techniques we can depend on, even ...

Human Resources Activity Declines as Private Equity Reacts to Market Conditions

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Helping Others Be Successful with Sean Mooney at BluWave

The year of specialized work and continued recalibration

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How to thrive with your lenders in 2021

As we roll up our sleeves and move full steam ahead into 2021, it is clear that many of the challenges of last year ...

Video: Introduction To BluWave

With the long view, PE firms make steady partners through the ups and downs

When people think of the private equity (PE) industry, they often picture big Wall Street firms launching ...

An interview with Blackstone Growth’s Ann Chung

It’s not every day you land a job with one of the world’s leading investment firms ($571 billion in assets under ...

Building a Culture of Organized Serendipity in the Remote Work Era

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Hidden Harbor’s Chris Paldino on PE Industry Trends and Strategies

There’s a common misperception that private equity (PE) firms only make investments to maximize short-term profits, but ...

An interview with CapitalSpring’s Richard Fitzgerald

COVID-19 has fundamentally altered the way many businesses operate, and restaurants have been forced to make the most ...

How to survive and thrive with your lenders during difficult times

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An interview with The Halifax Group’s Scott Plumridge

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Recipe For Success: The Path To Building A Thriving Business

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An interview with the American Investment Council’s Drew Maloney

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3 Ways Collaboration Tools Can Help Pandemic-Era Managers Level Up

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Why Strong Cultures Are Built Around Organizational Alignment

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BluWave Insights: How the Agile Workforce is Impacting the Economy

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State of PE: An Interview with Huron Capital’s Gretchen Perkins

Private equity is a widely misunderstood industry – from the common belief that Private Equity firms snatch up ...

BluWave Forms Fundraising Consortium to Fight Hunger in Nashville

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How the Agile Workforce Is Poised to Reshape the Economy

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Industry Insights: An Interview with ParkerGale’s Devin Mathews

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Using Intelligent Talent Networks To Hire Your Agile Workforce

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OODA Loop Offers a Solid Framework for Agile, Fast-Moving Companies

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Research Finds PE-backed Companies More Resilient Than Others During Economic Contractions

Although states and businesses are beginning to reopen amid progress in the fight against COVID-19, the economic ...

What We See Now: Post-COVID Strategy

As Yogi Berra once said: “The future ain’t what it used to be.”

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Bain’s Global PE Report 2020: High Prices and Higher Stakes

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Never Let a Crisis Go to Waste

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Yesterday, we hosted a live “CARES Act” session in conjunction with The Cypress Group, a leading Washington DC advisory ...

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3 Ways to Increase Your Company’s Value

After nearly 20 years in private equity, I appreciate how hard it is to build and grow businesses in a constrained ...

How to Run Your PE Fund Like a Business

There are currently more than 4,000 private equity funds competing for limited opportunities. Economics 101 is hitting ...

How You Should Be Selecting the Right Service Providers

When used correctly, service providers can meaningfully improve the efficiency and productivity of your business and ...

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BluWave Resources

Q1 Snapshot: Key Findings from BluWave’s Private Equity Insights Report

Cost-Benefit Analysis of Hiring an Interim CFO

Private Equity in 2026: AI, Deal Slowdowns, and What Comes Next

Implementing Practical AI Solutions to Boost Efficiency for PE Firm

BluWave Recognizes Private Equity Firms Advancing Modern Growth Practices With 2026 Top PE Innovator Awards

Private Equity Meets AI: Practical Insights for Portfolio Success

Interim CFO for a Financial Crisis

Strategic Interim CFO Leadership for a High-Growth Private Equity Firm

Interim CFO Drives Pre-Sale Execution Amid Accounting Complexity

Interim CFO Delivers SG&A Turnaround Plan for Automotive Manufacturer

Unexpected CFO Resignation Causes Scramble for Interim

Private Equity's AI-Driven Transformation: Insights from Bob Root

Interim CFO Leads Global Payroll Carve-Out for PE-Backed Services Platform

Private Equity Growth Strategy in Vertical Software Markets with Bobby Ocampo

BluWave Delivers Interim CFO to Stabilize Finance Function for Electronics Distributor

Private Equity Business Development in a Crowded Market with Tyler Ashley

Interim CFO for Diligence, Integration at Commercial Kitchen Supplier

Private Equity in 2026: AI, Deal Slowdowns, and What Comes Next

Enterprise SaaS Portfolio Company Establishes Scalable Interim CFO Program with BluWave

Private Equity Value Creation: Building Teams That Win with Jim Murphy

Machinery Portfolio Company Engages BluWave To Secure Interim CFO During Key Transition

Private Equity, Alignment, and Durable Value Creation with Brett Holcomb

Nurse Registry Market Study to Support Transformative Add‑Ons

Top Private Equity Innovator of the Year 2026: Bertram Capital with Jeff Drazan

Implementing Practical AI Solutions to Boost Efficiency for Private Equity Firm

Mark Langer on Grit, Judgment, and Long-Term Business Building

Distribution Company Saves Thousands of Hours with AI Automation Tool

Markets, Management, and Momentum with Emily Bomberger

New AI Solution Saves PE Portco Five Figures Annually

Private Equity 2025 Insights and the 2026 Deal Cycle Outlook

Specialized Recruiter for Technology Leader at Pension Software Company

Private Equity Judgment, Resilience, and the Art of Business Building

Enhancing Operational Diligence for PE Firm in the Multi-Family Services Industry

Private Equity Leaders’ Best Business Books of 2025

Optimizing Warehouse Utilization, Network Design for a Leading Building Products Company

Private Equity Value Creation Through Focus, Talent, and Go-to-Market Discipline

BluWave Connects PE Firm with Offshore KPO Firm for M&A Support

Private Equity Value Creation Through Focus, Culture, and Tenacity

Marketing Agency Engages BluWave for Financial Stabilization, ERP Transition

Private Equity Sourcing, Culture, and Data Discipline at Monomoy

Rail Company Engages BluWave to Secure a Debt Collection Partner

Drew Meyers on Private Equity Value Creation: Seaport’s Three-Part Strategy

IT Strategy, Infrastructure Support for Event Services Company

Private Equity in Q3 2025: Moving from Defense to Offense

Turnaround Interim Executive Team for Family-Owned Industrial Equipment Manufacturer

Laurens Goff on Focus, Visibility, and Driving Value in B2B Services

GTM Diligence for Workers’ Comp, Payor Services Market

Scaling Consumer Brands: Jared Stein’s Approach to Growth and Loyalty

Private Equity’s AI Shift: Bob Morse on SaaS, Pricing, and Alignment

Strategic Sales Execution for Healthcare Services Company

Focus, Metrics, and AI: Dan Gaspar’s Private Equity Strategies

Pricing Strategy for Middle-Market Industrial Distributor

Private Equity’s Resilience and Q2 2025 Economic Trends

Supporting a Leading Healthcare Services Firm Across Multiple Strategic, Operational Needs

From Turnarounds to Growth: Ben Gaw on Building High-Performing Teams in Private Equity

Confidential CFO Search for Private Equity Firm

What Dave Shephard Learned at West Point—and Applies in Private Equity

Strategic Pricing, Contract Negotiation for Major Customer in Contract Manufacturing

Board Meetings that Matter: Strategy, Structure, and Impact

Direct Procurement Optimization for LED Lighting Manufacturer

Elements of Value in Private Equity (Part 4): How PE Leaders Evaluate Businesses

Payments Optimization for Wellness Software Company

Two Decades of Investing in Franchise/Multi-Unit Businesses with CapitalSpring

Headhunter for CFO for Company in Energy Sector

The Private Equity Playbook for Add-On Strategy, Data Discipline & Value Creation | Brooke Ablon, Fort Point Capital

CEO Search for D2C Water Filtration Company

How Private Equity Pros Build Enduring Value with Discipline & Data | Brian Neider, Lead Edge Capital

IT Assessment, Leadership Hire for Business Services

Don McDonough on Leading A Private Equity Business Development Function

Real Estate Valuation for Waste Management Deal

Foundations of Leadership: Private Equity Insights with Dave Schnadig

Growth Strategy Consultant for Manufacturing Portfolio Company

Data, AI, and Leadership: Essential Lessons for Private Equity from Misha Logvinov

Technology Assessment for Digital Printing Company Acquisition

Private Equity Q1 Insights: Adapting to Economic Shifts and Deal Market Trends

Enhancing Customer Insight for Healthcare Investment Success

Executive Coaching for Acquisition of Aluminum Trailer Manufacturer

Private Equity Resilience: Turning Adversity Into Opportunity

Elements of Value in Private Equity (Part III): Key Characteristics of Great Companies