BUY SIDE DUE DILIGENCE
Norwest Equity Partners Gets Decisive Buy-Side Clarity on a Complex Acquisition in Under Two Weeks
Thanks so much for your help on this project. You and your team have been great to work with. Your analysis has been thoughtful, thorough, and helpful. I’ll be sure to recommend your team on future projects.”
— MD, Norwest Equity Partner
Background
Norwest Equity Partners needed to diligence a core acquisition target in the consumer sector. The deal required analysis of large, complex datasets across customers, products, and revenue drivers, but NEP lacked the internal bandwidth and technical capability to handle the work in-house. With an investment committee deadline less than two weeks away, Blue Ops was brought in to deliver fast, accurate insights on customer retention, revenue and margin bridges, price-volume mix, and AOV, ensuring NEP could move forward with confidence under a tight timeline.
Solutions Implemented
Blue Ops ingested, structured, and validated over 3 million rows of raw data within 48 hours, giving the client immediate visibility into performance drivers. Within the tight diligence window, Blue Ops produced analyses on retention, revenue bridges, and AOV, enabling the client to properly evaluate the opportunity on time. By cutting the data across customer, product, and channel perspectives, Blue Ops equipped the client with a clearer view of business dynamics and accelerated decision-making confidence.
Results
Over 3 million rows of raw data were structured and validated within 48 hours. The full diligence analytics suite was delivered within the two-week window. The client was able to properly evaluate the opportunity on time and move forward with confidence toward a successful acquisition decision.
What Made it Possible
Blue Ops’ Diligent platform enabled rapid ingestion and structuring of millions of rows of raw data, giving the deal team immediate visibility into performance drivers and allowing analysts to focus on insight generation rather than data wrangling under a compressed timeline.
Blue Ops is proud to have supported Norwest Equity Partners in delivering the clarity and confidence needed to move decisively on a complex acquisition.
Background
Blue Ops was engaged by Littlejohn & Co. to support the onboarding and operational setup of a newly acquired platform company consolidating several businesses under one umbrella. The team implemented a focused 100-day plan to establish a scalable finance function from the ground up.
Solutions Implemented
Blue Ops executed a focused 100-day plan that included consolidation of financials, universal ERP implementation, KPI dashboard development, and the creation of standardized reporting, treasury management, and internal processes. Engagement scope also included working capital and balance sheet true-up, lender relationship management, audit preparation, interim executive leadership, and FP&A support through Catalyst.
Results
The portfolio company walked away with a fully operational finance function including standardized financial reporting, KPI reporting tools, an accounting close process, a 13-week cash flow model, sustainable internal processes, and audit support. Interim CFO leadership provided stability throughout the transition, giving the business a strong operational foundation entering its next phase of growth.
What Made it Possible
Catalyst, Blue Ops’ proprietary FP&A platform, was deployed to give the finance team a live, scalable reporting environment, turning what would have been a lengthy manual buildout into a system the internal team could own and operate independently from day one.
Blue Ops is proud to have supported Littlejohn & Co. in building a finance function that gave their portfolio company a strong, scalable foundation from day one.
M&A INTEGRATION & ONBOARDING
Littlejohn & Co. Gets a Fully Operational Finance Function Built from Scratch in 100 Days
F&A SUPPORT & TRANSFORMATION | TRAVERSE
A Multi-Brand Home Services Platform Gets Reporting Clarity Across multiple Companies and Pulls Several Months Ahead of Schedule
This analysis is incredible. Keep going, this is exactly what we needed.”
— Senior Vice President
Background
Blue Ops was engaged to address accounting and reporting visibility issues at a home services platform operating across multiple brands with significant complexity across financial reporting.
The business required databooks and executive-ready outputs to support decision-making across a highly fragmented portfolio.
Solutions Implemented
Blue Ops deployed a cross-functional team across both workstreams simultaneously. The team built detailed databooks and executive materials for OpEx and financial analysis, delivered fact-based POC & AR assessments to inform adjustments and visibility, developed multiple Catalyst data cubes to enable scalable analysis, and led working sessions and iterative deliverables with client stakeholders to ensure alignment throughout
Results
The engagement strengthened client trust, delivered actionable insights, and enabled faster decision-making across the platform.
It generated significant projected billings and pulled the client several months ahead of schedule. Catalyst data cubes were deployed and operational, giving the finance team permanent analytical infrastructure they could build on independently.
What Made it Possible
Multiple Catalyst data cubes were built and deployed during this engagement, giving the finance team scalable, high-speed analytical infrastructure that outlasted the engagement itself. The ability to stand up parallel workstreams quickly and deliver iterative outputs kept the project moving at the pace the client needed.
Blue Ops is proud to have supported this platform in transforming its reporting capabilities and giving its finance team the tools to operate with clarity across a complex, multi-brand portfolio.
Background
Blue Ops was engaged by William Blair to provide sell-side support for a PE-owned, leading independent elevator and escalator services platform providing maintenance, modernization, and repair services. Following several recent add-on acquisitions, the business had grown significantly but its financial and operational data remained siloed across multiple entities and systems. The mandate was to consolidate that data and present the business as a unified platform to prospective buyers.
Solutions Implemented
Blue Ops unified data from six entities and three ERPs into a single, decision-grade database. The team enabled granular buyer diligence by service line and geography with clear, comparable views, and quantified revenue durability with customer concentration, cohort, and retention analyses. By sharpening the narrative and reducing data-related deal risk, Blue Ops helped position the platform compellingly for the market.
Results
Six entities and three ERPs were unified into one decision-grade database. Granular buyer diligence was enabled by service line and geography. Revenue durability was quantified through customer concentration, cohort, and retention analyses. The process culminated in a successful sale to a leading private equity firm.
What Made it Possible
Blue Ops’ Diligent platform normalized three separate ERP environments into a single analytical foundation, supporting the full scope of buyer diligence from high-level marketing materials down to granular cohort-level analysis. This gave the deal team a consistent, reliable data story to present to buyers at every stage of the process.
Blue Ops is proud to have supported William Blair and their client in achieving a successful exit, delivering the unified data platform that made a compelling case to buyers.
SELL-SIDE PREPARATION | PRIMER
A Leading Elevator Services Platform Goes to Market as One Unified Platform and Sells Successfully
I don’t think your team could have a better reputation around our firm.”
— VP & MD, William Blair & Co.
SELL-SIDE EXECUTION | SUMMIT
Blue Ops Brings Order to a Complex Global Dataset and Supports a Successful Strategic Sale
INDUSTRY: Manufacturing and Industrial, HVAC Instrumentation
Background
Blue Ops was engaged to support the sale of a market leader in innovative instrumentation for global HVAC and process automation. The company operated across numerous countries with an extensive product catalogue spanning multiple years of profitability data. Blue Ops consolidated and normalized two multi-year datasets into clear, investor-grade summaries for marketing materials, helping streamline diligence and messaging for prospective buyers.
Solutions Implemented
Blue Ops consolidated six years of profitability across 1,000+ commodity codes into a unified dataset and mapped those codes into clear product categories for analysis.
The team produced decision-grade analytics including price-volume-mix by code and category, customer concentration and cohort views, and ship-to geography normalized across 100+ countries. These outputs formed the analytical backbone of the sell-side marketing process.
Results
Multiple years of profitability data across an extensive product catalogue were consolidated into a single investor-grade dataset. Product category mapping was built from scratch. Full PVM, concentration, cohort, and geographic analytics were delivered within the diligence window. The process culminated in a successful sale to a strategic acquirer.
What Made it Possible
Blue Ops combined its Diligent platform with experienced deal analysts to consolidate and normalize two complex six-year datasets, enabling rapid production of investor-grade analytics at the speed the deal demanded.
The ability to map and categorize over 1,000 commodity codes quickly gave the deal team a clean, credible data foundation from which to build buyer-facing materials.
Blue Ops is proud to have supported William Blair in bringing clarity to a complex global dataset and helping deliver a successful outcome for their client.
Background
United Comfort Group was managing performance reporting manually across five ServiceTitan locations. Weekly reports consumed significant staff time and still left leadership without real time visibility into technician performance, membership health, or marketing return on investment. Blue Ops Analytics Team was engaged to replace that manual process with one automated, scalable analytics platform.
Solutions Implemented
Over a 12 week, phased engagement, Blue Ops validated a KPI baseline, built automated API integrations, and delivered five Power BI dashboards with nightly, API driven refresh, covering Call Center, Sales and Service, Technician Performance, Memberships, and Marketing. The rollout incorporated more than 13 months of historical data to establish a single analytics source of truth, with each dashboard accessible through role based access so leadership, operations, and sales each see what matters most to them.
Results
27+ validated KPIs now update automatically every night across all five locations. Manual weekly reporting was eliminated, along with the human error risk that came with it. Leadership starts each week with near real time visibility into performance across every location, backed by a scalable, self service analytics foundation.
What Made it Possible
A phased, iterative delivery, moving from proof of concept and KPI validation through API integration and dashboard expansion, kept the rollout on schedule across all milestones in 12 weeks. Blue Ops is proud to have supported United Comfort Group in building an automated reporting foundation built to scale with the business.
FIELD SERVICES ANALYTICS IMPLEMENTATION
United Comfort Group Gets Real Time Visibility Across Five Locations and 27+ KPIs in 12 Weeks
Our CEO and procurement start their morning with the dashboard. It’s the pulse of the business.”
— Finance Director, United Comfort Group
ANALYTICS & REPORTING IMPLEMENTATION
Rumble Pest Solutions Gets One Source of Truth Across 23 KPIs in Five Months
The scope was well managed. You put a ton of work into this, and I think you developed a good product.”
— Troy Fisher, VP of Finance, Rumble Pest Solutions
Background
Rumble Pest Solutions was managing performance reporting across two FieldRoutes instances through fragmented, inconsistent processes, with limited visibility into financial, sales, and retention KPIs. Leadership lacked a single, standardized source of truth to guide decisions, and the existing setup could not support the company’s acquisition-driven growth strategy. Blue Ops was engaged to replace manual reporting with a scalable, automated analytics platform built for that growth.
Solutions Implemented
Over a five-month, three-phase engagement, Blue Ops led a structured discovery process to define and validate 23 KPIs across Rumble’s dual FieldRoutes instances, then designed and built three production Power BI dashboards, covering Financial, Sales, and Retention performance, including revenue, cash position, profitability, channel optimization, churn, and cohort behavior. Formal client approval gates between each phase kept the build aligned with Rumble’s needs and minimized rework. Blue Ops then deployed automated nightly and daily data pipelines through the Catalyst platform, along with full documentation, a data dictionary, and self-service user administration for Rumble’s team.
Results
All three dashboards, Financial, Sales, and Retention, were completed, approved, and deployed to production within the approved scope. Reporting that once required manual aggregation across systems, now runs on automated nightly and daily refreshes. Rumble’s leadership has real-time, consolidated visibility into performance across every location, supported by a validated KPI framework and documentation built for governance and future acquisitions.
What Made it Possible
Formal approval gates between each phase, validating dashboard wireframes before development began, and weekly cross-functional working sessions kept the build aligned with Rumble’s needs and prevented costly rework. Blue Ops is proud to have supported Rumble Pest Solutions in building a standardized, automation-first reporting foundation designed to scale with the company’s next phase of growth.
Background
A food distribution company was running sales compensation and year over year performance tracking in Excel. The file grew heavier every year, slowing performance, and every report required manually relabeling columns, copying and pasting, and rebuilding pivot tables from scratch. Leadership lacked real time visibility into Business Development rep performance, and the process could not scale.
Solutions Implemented
Blue Ops built a Power BI dashboard connected directly to the client’s data with daily automated refresh, covering year over year quantity and gross profit change by representative, month to date and year to date performance comparisons, commission percentage tracking tied to rep attribution, and filtering by representative for individual performance views.
Results
Daily manual Excel work was eliminated. Leadership now has immediate visibility into sales performance and compensation without waiting on rebuilt reports, and the dashboard scales automatically as new years of data are added.
What Made it Possible
Blue Ops replaced a fragile, manually maintained workflow with one centralized, always available dashboard, accessible through the portal and validated by the Blue Ops team. Blue Ops is proud to have supported this distributor in turning a yearly reporting burden into a daily, automated advantage.
SALES OPERATIONS ANALYTICS
Food Distributor Gets Real Time Sales Visibility After Years of Manual Spreadsheet Rebuilds
