Aug 18, 2021 09:15 AM
Trailer | Welcome to BluWave’s Karma School of Business
EPISODE 33 A Wave of Deals is Coming: Commercial Due Diligence for When the Tide Rolls In
EPISODE 57 Private Equity Spotlight: Value and Vision with John Caple of Hidden Harbor
EPISODE 58 Private Equity Spotlight: The Art of the Deal with OpenGate’s Josh Adams
EPISODE 140 Private Equity, Alignment, and Durable Value Creation with Brett Holcomb
EPISODE 142 Private Equity in 2026: AI, Deal Slowdowns, and What Comes Next
EPISODE 141 Private Equity Value Creation: Building Teams That Win with Jim Murphy
A Partner at a LMM PE firm came to us with an immediate need for a board member for the manufacturin...
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Building out a new product GTM strategy, PE firm & portco needs pricing expert A PE senior assoc...
Firm had immediate need for interim finance recruiting firm with SaaS experience A PE partner came t...
The PE firm was ready to sell its diagnostic supplies and equipment manufacturer and was looking for...
Struggling to get the right CEO in place for its portco, the PE firm needed a stopgap while it prepa...
A PE-firm’s portcos were wasting precious time manually building lists by going from website to webs...
PE firm sought offshore assistance with manual tasks to increase efficiency, lower costs and focus o...
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A rapidly expanding outsourced waste management company had outgrown its accounts payable automation...
An IT firm that serves the mid-size and enterprise market needed compliance help around HIPAA laws S...
The CFO of a telecommunications company that specializes in wireless internet needed help building o...
A portfolio company specializing in commercial lighting solutions recently appointed a new CEO, who ...
A portfolio company in the food and ingredients industry needed help assessing the viability of inte...
A large-cap private equity firm was exploring an opportunity in the Accounting Services space and ne...
A lower-middle market PE firm required an HR consultant experienced in HR carveouts to support their...
A multi-generation family-owned business faced significant challenges due to declining financial per...
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A company in the field services industry faced challenges with managing and extracting valuable insi...
A chemical manufacturer operating in the specialty treatment chemicals industry sought assistance wi...
A small-market PE firm engaged BluWave for their interim executive expertise to address a critical n...
A lower-middle market private equity firm sought BluWave’s assistance in integrating three specialty...
A lower-middle market PE firm needed an interim CFO at its portco to bolster the new commercial roof...
A lower-middle-market PE firm sought to support its recent acquisition of a tech software company sp...
A forward-thinking lower-middle-market private equity firm aimed to empower its newly acquired portf...
Our middle-market private equity firm client sought to empower its portfolio company operating in in...
A lower-middle market private equity firm’s portfolio company was poised for its first substantial a...
With an upcoming deal on the horizon, a middle-market private equity firm recognized the need for a ...
When a middle-market private equity firm acquired an international aerospace entity, the challenge o...
Amid a complex carve-out situation, a leading private equity firm sought an interim CIO with deep ex...
A lower-middle market PE firm sought a transformative interim CFO who could not only handle financia...
An upper-middle market PE firm recognized the need for transformative financial leadership for their...
An upper-middle market PE firm wanted to conduct a comprehensive market study on an acquisition targ...
In the early stages of acquiring a digital mortgage solutions provider a middle-market private equit...
When confronted with a corporate carve-out investment opportunity under LOI, a small-market private ...
A multi-location dental business needed a COO to turn around the organization’s operations. The goal...
A prominent private equity firm in the lower-middle market sought to rapidly fill two pivotal sales ...
A portfolio company sought help improving its market positioning and evaluating strategic M&A pr...
When faced with a sudden void in IT leadership, a manufacturing portfolio company urgently sought an...
Amid the need for strategic HR management, a building- and construction-focused PE firm sought a sea...
A healthcare-focused upper-middle market PE firm needed in-depth insights into the clinical research...
As a manufacturing portfolio company under the guidance of a lower-middle market PE fund, there was ...
A lower-middle market PE fund was on the brink of closing a significant deal involving the carve-out...
A prominent portfolio company in the roofing industry sought rapid expansion after acquiring three r...
A portfolio company, a prominent player in gourmet cutting boards and countertops, sought a dynamic ...
A dynamic player in legal and compliance services identified a crucial need for strong IT leadership...
Amid the drive for strengthened financial stewardship, an portfolio company embarked on a vital miss...
A lower-middle market private equity fund needed new leadership for their portfolio company as the e...
A private equity firm contacted BluWave in need for an executive search firm to hire a head of busin...
A private equity firm specializing in mid-market investments and family office collaboration approac...
A private equity firm reached out to BluWave in need of a chief medical officer (CMO) for one of its...
A portfolio company in the B2B legal services sector reached out with a specific challenge. They had...
A B2B data management portfolio company sought a market research firm to conduct an in-depth survey....
The CFO was leaving a B2B food ingredients portfolio company. The business, with significant operati...
A portfolio company specializing in the manufacturing and distribution of scientific products, such ...
A leading financial services company was on the lookout for a VP of HR. With a strong presence acros...
A burgeoning U.S.-based legal tech SaaS business, backed by a PE firm, was on a mission to revolutio...
A progressive roofing roll-up, specializing in both residential and commercial sectors, sought to en...
A lower-middle market private equity firm, with a successful history in executing multi-site roll-up...
A consumer products startup, operating as a portfolio company of a lower-middle market PE firm, was ...
A West Coast company, specializing in the design, manufacture and distribution of proprietary consum...
A SaaS company, focused on local and municipal government solutions, needed a chief revenue officer ...
An upper-middle market firm urgently required a proficient interim CFO for one of its portfolio comp...
The PE firm required a robust data warehousing solution for a new veterinary software platform under...
The client, a commercial staffing company, sought to enhance branch-level performance by identifying...
Two small construction and engineering companies required a solution to gather data from various dat...
An upper-middle market PE firm sought a solution to enhance its boot manufacturing and distribution ...
A customer engagement platform company, specializing in software for transactional websites and mobi...
A PE firm was in urgent need of an interim CEO for its portfolio company in the industrial distribut...
An East Coast real estate investment firm required external expertise to evaluate a retail transacti...
An upper-middle market PE firm sought to refine the sales strategy of its software technology portfo...
The portfolio company, a leader in e-commerce with the majority of its sales online, aimed to divers...
A portfolio company in the LED lighting industry was experiencing significant sales challenges. Befo...
A PE-backed company specializing in direct mail and digital marketing services was in urgent need of...
An upper-market PE firm required a comprehensive sales and marketing strategy overhaul for its portf...
The portfolio company, operating within the construction and engineering sector, required expertise ...
A lower middle-market PE firm, specializing in nurturing founder/family-owned businesses, identified...
A financial services software platform, specializing in a range of lending services, faced the chall...
A prominent manufacturer of load banks, essential for testing power supplies in data centers and oth...
A leading hair products manufacturer sought to modernize its IT infrastructure and Electronic Data I...
A leading provider of intelligent document automation for the mortgage lending industry, sought to e...
A leading construction & engineering portfolio company faced a critical challenge: significant g...
A client deeply entrenched in the healthcare services industry, with a focus on clinical trial sites...
A leading private equity firm faced the challenge of managing disparate systems across its portfolio...
The private equity firm had just secured a letter of intent (LOI) for an investment in a health and ...
A manufacturing-focused private equity firm was initially evaluating an acquisition target in the pl...
Recently appointed as the director of business development at a private equity firm, the client was ...
A sudden resignation left a private equity-backed metal fabrication company without its top accounti...
A private equity firm needed an interim COO for its recently acquired manufacturing portfolio compan...
As a professional services firm aimed to scale from 100 to 1,000 employees, there was a critical nee...
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A private equity firm had multiple pressing needs across its holding companies. It needed a centrali...
Facing rapid expansion, a legal tech SaaS company needed to fill a critical controller position to m...
The client, a leading provider of mental and behavioral health services, required a comprehensive st...
The client sought BluWave’s expertise to identify potential search partners to build out their sales...
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A private equity firm needed to enhance financial management and controls within its construction an...
The private equity firm needed to hire a highly qualified CEO for their portfolio company in the aut...
A portfolio company in the firewood industry required a comprehensive logistics review to ensure eff...
Facing high inflation and variable demand across its portfolio, a private equity firm sought expert ...
A portfolio company required comprehensive operations diligence for an acquisition in the medical de...
Faced with the challenge of building proprietary CRM and tech solutions, a machine-supply company re...
A private equity firm needed a marketing services firm to design professional marketing materials an...
A vitamins and supplements manufacturer needed expert support to consolidate its three existing ware...
A B2B industrial manufacturing portfolio company needed a new digital marketing firm to rebuild its ...
A healthcare subrogation portfolio company needed a software development partner to integrate pre-pa...
A rapidly growing manufacturer of data center infrastructure, faced persistent challenges with inven...
A leading provider of LTL and truckload freight services needed an interim CFO to step in after thei...
An independent physical therapy company needed a comprehensive Salesforce setup to leverage its capa...
An independent roofing company needed a senior advisor to provide strategic guidance for their acqui...
A lower-middle market private equity firm required a financial associate to provide essential financ...
An upper middle-market private equity firm needed to assess the digital marketing landscape for its ...
A private equity firm needed a fractional CEO to guide its portfolio company, a low-speed vehicle ma...
A transportation company needed a business unit lead with deep sector expertise to manage its comple...
The private equity firm required high-level financial expertise to manage investor partnership accou...
A rapidly growing veterinarian staffing firm required a COO to support the CEO by taking on direct r...
A prominent private equity firm was exploring the acquisition of a manufacturer specializing in priv...
A computer hardware portfolio company needed to reduce its insurance costs while maintaining the cur...
The client, a private equity firm, recently secured an investment in a healthcare provider specializ...
A private equity firm required an experienced executive assessment and coaching team as it performed...
A private equity firm required an expert to assess the technology and digital printing capabilities ...
A private equity firm required a third-party growth strategy consultant to assess and optimize the c...
A middle-market private equity firm required a specialized real estate advisor to provide accurate v...
A business services company providing legal compliance services required support in optimizing its I...
A software company that serves boutique wellness studios wanted to improve its payment processing st...
A software company that serves boutique wellness studios wanted to improve its payment processing st...
A lower middle-market private equity firm required a Spanish-speaking direct procurement consultant ...
A contract manufacturer of consumer products sought a pricing strategy expert to guide its pricing n...
A private equity firm investing out of a $400M fund sought a dedicated, full-time CFO to manage fund...
Over the past year, BluWave has collaborated with a prominent healthcare services firm, helping it t...
The client required a structured, consistent approach to pricing to eliminate inconsistent discounts...
A healthcare services company specializing in wound-care products aimed to expand its sales team and...
A private equity firm exploring investments in the workers’ comp and payor services market sought a ...
A fast-evolving industrial equipment manufacturer with long-standing customer relationships recogniz...
After acquiring a business in the event services space, the company identified gaps in its IT functi...
A rail company backed by an infrastructure investment firm sought a reputable debt collection agency...
A marketing agency with nearly $100 million in revenue faced significant financial distress followin...
A private equity firm managing a portfolio company in the automotive services sector sought an offsh...
The client sought to develop a comprehensive framework and optimization model for their existing war...
The client, a private equity firm, sought an operations diligence provider with expertise in the mul...
A private equity firm discovered that their recently acquired pension software company required stro...
The client, a private equity firm, sought to automate the extraction of information from numerous pa...
The client, a commercial products portfolio company in the distribution industry, sought to automate...
The client, a private equity firm, wanted to begin an AI journey that genuinely improved efficiencie...
Following its acquisition of a private‑pay nurse registry business, the PE firm’s portfolio company ...
A machinery portfolio company needed an interim CFO to cover its departing finance leader through th...
A B2B SaaS portfolio company needed a go‑to bench of interim CFOs to support its fast‑growing invest...
While finalizing its acquisition of a family‑run industrial IoT business serving restaurant chains, ...
A southern-based electronics distributor faced the departure of its CFO and needed an interim leader...
A PE firm carved out a nine-figure global payroll and HCM-services business from a multi-billion-dol...
When the CFO of an investigations and due-diligence firm resigned unexpectedly, the PE sponsor neede...
A private equity firm was preparing to exit a fast-growing, multi-location technology portfolio comp...
A private equity firm was preparing to exit a fast-growing, multi-location technology portfolio comp...
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Marketing Industry Game-changer Kyle Johnson Joins Intelligent Network BluWave
Mar 02, 2021 08:10 AM
Cici Zheng, ParkerGale Capital | Private Equity Advice on Pricing, Human Capital and More
EPISODE 22
Private Equity Spotlight: Shaping the Future of Software with Carl Press from Thoma Bravo
EPISODE 60
Private Equity Spotlight: Transforming Manufacturing with Jessica Ginsberg of LFM Capital
EPISODE 67