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Operations Due Diligence Consulting Services

Uncover Hidden Value. Minimize Risk.
Close with Confidence.

We help investors assess operational performance, identify risks, and uncover improvement opportunities that drive enterprise value.

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A Proven Methodology for High-Stakes Transactions

TriVista’s proprietary Quality of Operations™ methodology sets the standard for operational due diligence, delivering a fact-based view of how businesses really perform. We leverage our operating expertise and hands-on approach to provide a realistic assessment of the business.

 

We benchmark operating performance against peers, quantify improvement opportunities, and tie findings directly to enterprise value. By combining data-driven analysis, on-the-ground assessments, and management interviews, our team uncovers the realities behind the numbers. Investors and business leaders gain sharper insights, actionable recommendations, and the confidence to move forward with conviction. 

 

Learn more about our Quality of Operations™ Methodology. 

Download QOO™ PDF

How We Deliver Due Diligence Insights

Our due diligence process is designed to move quickly, dig deep, and be flexible to address sponsor’s key questions.

  • 01.
    Capacity & Growth
    We use data and site observations to understand current bottleneck, usage, and efficiency to identify capacity and room for growth. We layer in practical improvements to increase capacity.
  • 02.
    CAPEX, Equipment, & Maintenance
    We assess equipment conditions, maintenance, and technology and paired with capacity planning, develop an expert position on CAPEX as function of replacement and growth.
  • 03.
    Supply Chain, Manufacturing Maturity, & Scalability
    Leveraging our operator knowledge, we review in detail key processes, capabilities, and expertise to identify process maturity against peers with strengths and opportunities within a business.
  • 04.
    Footprint Expansion/Consolidation
    We analyze and assess multi-site footprint models to identify the potential to relocate or consolidate facilities to reduce overhead and labor costs.
  • 05.
    Margin Sustainability & Uplift Opportunities
    We assess margin drivers, digging deep to ensure sustainable margins moving forward. We layer value creation opportunities focused on practical and specific activities.
  • 06.
    Supply Chain Exposure & Opportunities
    We assess supply chain resilience and maturity, understanding suppliers and categories. We review country of origin to identify tariff exposure and develop mitigation plans. Leveraging our assessment, we provide a concrete roadmap for improvement.
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Why Clients Choose TriVista

TriVista’s operations due diligence is trusted by many of the world’s leading private equity firms and corporate leaders.

Here’s what sets us apart:

Transaction Expertise

With experience across more than 2,000 deals, our teams know how to deliver fast, high-quality insights under tight deadlines.

Operator First Experience & Mindset

Our consultants are former executives and industry leaders who bring real-world operating expertise, not just financial analysis.

 

Integrated Approach

Our team works cross-functionally across operations, IT, and specialized experts to deliver a cohesive view of risks, value drivers, and an executable roadmap.

 

Practical, Actionable Insights

We don’t just highlight processes, we deliver clear recommendations, quantified investment needs, and roadmaps for improvement.

On-site Professionalism

We represent our clients’ investment and reputation with care, engaging target teams professionally and discreetly to avoid disruption or discomfort.

Rapid & Flexible Response

We can respond to any situation, anywhere to meet any deadline.

Successful Post-Close Implementation

Our team is equipped to implement recommendations with practitioners who bring decades of proven success.

What You Can Expect

Our Operations Due Diligence services help clients:

  • Gain a clear, objective view of operational performance
  • Identify and quantify improvement opportunities tied to enterprise value
  • Spot risks and develop mitigation strategies before close
  • Benchmark performance against industry peers
  • Build actionable 100-day and multi-year operational roadmaps
  • Close more deals with greater confidence
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Client Success
Stories

See how TriVista’s Quality of Operations™ diligence has helped leading private equity firms and strategic acquirers uncover value, mitigate risks, and drive successful outcomes:

Due Diligence Identifies 8% EBITDA Upside for a Machinery Manufacturer

Operational and IT assessments uncovered an 8% EBITDA improvement opportunity and a 5% working capital uplift, driving measurable financial impact.

Learn More
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FROM OUR CLIENTS
These are not traditional consultants. These are smart people who have come from the front lines, who have lived it, walked it, talked it. They come in with practical experience and that makes all the difference.”
Our working experience with TriVista was outstanding. Their team was very knowledgeable and impressive, and I look forward to working with them again very soon.”
The quality of TriVista’s subject matter experts, coupled with their level of responsiveness, timely communication and quality of output truly set them apart.”
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CEO
Maxcess International
CEO
Chemical Manufacturer
Vice President
Packaging Solutions Manufacturer
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Gain the Confidence to Close

TriVista helps investors and executives make smarter deals by uncovering the operational realities that drive value while mitigating risk. If you’re currently evaluating an acquisition target, our Quality of Operationsᵀᴹ due diligence methodology gives you the clarity you need.

Talk to an Expert