Due Diligence (2)

DIVE BLOG 

Insights from the world of private equity, strategic consulting, and business intelligence.

Q3 2022 BluWave Insights

Every quarter our team analyzes the projects we work on with our 500+ PE firm clients to get a birdseye view of the market. We recently compiled our Q3 findings into our Q3 2022 BluWave Insights Report. Request your copy. Key findings from Q3 ’22 include: Value creation activity has increased 11% YoY. Human capital remains PE’s primary area of focus at 36% of all Q3 activity. Technology activity has changed 86% YoY. Sales & marketing activity has changed 29% YoY. Learn more about the insights...
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Private Equity Firms, Due Diligence

In the Know: Due Diligence for Better Deals

As part of an ongoing series, we’re sharing real-time trending topics we are hearing from our 500+ PE firm clients in our “In the Know” series. In our most recent installment, Consulting Manager, Scott Bellinger, covers due diligence for better deals – sharing the top due diligence resources we equip clients with and why firms come to us with their needs. Learn more about how we equip PE firms with the exact-fit commercial due diligence, IT diligence, and operational diligence providers they...
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Private Equity Firms, Deal Teams, Due Diligence

Q2 2022 BluWave Insights

Every quarter our team analyzes the projects we work on with our 500+ PE firm clients to get a birdseye view of the market. You can request your copy here to view all of the trends that we have seen over the past quarter. Key findings from Q2 include value creation remaining strong due to the record number of deals made at robust valuation multiples during 2021, inflation continuing to wreak havoc on global economies, and the recessionary pressures availing substantial opportunities for all of...
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Private Equity Firms, Due Diligence

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

We recently spoke with Mark DeBlois and Rufus Clark, two of the Co-Founders and Managing Partners of Bunker Hill Capital, a private equity firm investing in entrepreneur and founder-owned lower middle market companies in North America. Bunker Hill has offices in Boston, MA and San Diego, CA. The four partners at Bunker Hill have worked together for over 20 years as private equity investors with lower middle market companies. As lead investors, they actively work with portfolio companies...
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Private Equity Firms, Due Diligence

ACG InterGrowth 2022: Dealmaking Trends

ACG InterGrowth 2022, known as the premier dealmaking conference, was conceptualized to build and strengthen relationships between private equity firms and investment banks. This annual conference allows PE industry leaders to gather and discuss key trends. Last week was filled with cybersecurity, DE&I, and supply chain thought leadership conversations, plus some Las Vegas style poolside networking. As hundreds of private equity professionals and investment bankers filled the ARIA Resort &...
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Private Equity Firms, Deal Teams, Due Diligence

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

Michael Fieldstone is a Co-Founder and Partner at Aterian and has worked in private equity investing for more than twenty years. Prior to founding Aterian in 2009, he was a principal at both Sun Capital Partners and Apollo Management, and part of the Mergers & Acquisitions Investment banking group at Salomon Smith Barney. With regard to taking the entrepreneurial plunge with Aterian, he says: “We set out to build a firm that appreciates all the stakeholders of a company. To be collaborative in...
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Private Equity Firms, Deal Teams, Due Diligence

2021 Annual BluWave Insights

Every quarter, BluWave reviews data from 500+ private equity fund engagements to identify market trends and performance insights. Our Q4 2021 Report includes in-depth year-over-year analysys from 2019 to 2021—offering a comprehensive view of private equity activity and evolving industry dynamics. (Download your copy here). Key findings from our annual analysis included a sharp increase in the rise of human capital activity and rebounding of operational investment post-COVID. Learn more about...
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Private Equity Firms, Due Diligence

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

Charlie Gifford co-founded private equity firm New Heritage Capital in 2006, and has been investing in founder-owned, lower middle-market businesses for 22 years. He leads the firm’s origination practice, focusing his efforts on generating new investment opportunities and developing and maintaining intermediary relationships. In addition to his passion for the New England Patriots, Gifford is a strong believer in the concept of capital-and-thought partnerships for the companies in which his...
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Private Equity Firms, Deal Teams, Due Diligence

Proactive ESG Steps for Private Equity Firms to Enhance Investment Returns

ESG has grown in importance and prominence amongst the investing community in the past few months. After a year and a half of unprecedented times, investors have found that they can help cause positive change by placing a focus on ESG. Additionally, investors have found that ESG criteria often points to improved long-term returns, with roughly 53% of institutional investors agreeing that companies with better ESG track records generate better investment returns. With the importance of ESG...
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Private Equity Firms, Operations, Due Diligence

Q3 PE Industry Insights: Deal Surge and Operational Improvements

Every quarter our team analyzes the projects we work on with our 500+ PE fund clients to get a bird’s eye view of the market. This report (grab your copy here) calls out the trends that we are seeing across thousands of projects. Key findings include deal surge continues – but due diligence is still a major area of focus, value creation is gaining momentum – one thing to specifically call out is that portfolio company operation performance and improvement had a huge spike in Q3. To see these...
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Private Equity Firms, Due Diligence

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 market. In this video, our leadership team shares the trends we are seeing across due diligence and value creation. Watch the video below to learn more. If you would like to get a copy of the report, reach out directly to your BluWave contact or our team at insights@bluewave.net and we’ll be happy to assist.
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Private Equity Firms, Due Diligence

Insights from Forrester’s CMO Whisperer Sheryl Pattek

As Forrester’s Executive Partner serving CMOs and Chief Experience Officers, partner, Sheryl Pattek regularly works with senior-level marketing executives to advance their major initiatives, with a special focus on creating customer-obsessed strategies that drive business growth. She has been named “CMO Whisperer” and “One of 18 People in Marketing You May Not Know, but Should,” as well as “one of the thirty most influential women in marketing technology.” Prior to joining Forrester, Sheryl...
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Private Equity Firms, Due Diligence, Functional Leaders

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