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Continuous Improvement, Operations Due Diligence

Transformational Change and Aligned Operations Drove Short-Term Sales Growth, 53% Margin Improvement, and 70% Capacity Expansion for Scalable Growth
Continuous Improvement

Multi-Site Manufacturing Company Grew 500% through Acquisition
Carve Outs and Divestitures, Technology Advisory, Technology and Cybersecurity Due Diligence

TriVista Leads the Successful IT Separation of a >$1B Carve-Out
Supply Chain Optimization, Operations Due Diligence

Sourcing Assessment Identified Category Level Suppliers to Establish North American Supply Chain for the NA Market
Footprint and Network Strategy, Post-Merger Integration

Footprint Consolidation Strategy Yields $6.1M EBITDA Improvement Following an Acquisition
Operations Due Diligence, Post-Merger Integration

6% Reduction in Operating Costs Through Consolidating Operations
Supply Chain Optimization

Cost Benchmarking Uncovers Opportunities for 27% EBITDA Improvement for Mid-Market Businesses Across Industry Segments
Supply Chain Optimization

Successful Supply Chain Assessment Supports Business’ Rapid Growth While Reducing Lead Times
Supply Chain Optimization

Sourcing Support Reduces COGS by 40% and Improves EBITDA Amid Financial Challenges
Footprint and Network Strategy

Successful Footprint Feasibility Assessment Supports Business’ Rapid Growth While Reducing Lead Times
Operations Due Diligence, Food Safety Due Diligence, Technology and Cybersecurity Due Diligence

Quality of Operations™, Food Safety, and IT Due Diligence Identified ERP and WMS Risks
Continuous Improvement

Warehouse Optimization Project Improved Inventory Accuracy From 10% to 97%, Verified <8,500 SKUs Valued at ~$24M, and Improved Layout Reducing Average Pick Time by 75%
Operations Due Diligence

Quality of Operations™ Due Diligence Yields $1.1M of Post Integration EBITDA
Operations Due Diligence

Quality of Operations™ and IT Assessments Find 8% EBITDA Improvement and 5% Working Capital Improvement
Continuous Improvement

Continuous Improvement Project Identifies 31% Boost in Productivity
Supply Chain Optimization

Improved Working Capital & Inventory Management by Rationalizing 33% of SKUs
Operations Due Diligence, Technology and Cybersecurity Due Diligence

Identified $3.4M – $6.4M in Cost Synergies
Post-Merger Integration

Successful Integration with $5M+ EBITDA of Synergies Through Detailed Project Plan, Integration Roadmap, and PMI Oversight
ESG Due Diligence, Operations Due Diligence, Food Safety Due Diligence

Food Safety, ESG, and Quality of Operations™ Due Diligence Finds Opportunities to Diversify Supply Chain and Formalize Processes
Operations Due Diligence, Food Safety Due Diligence

Quality of Operations™ Due Diligence and Food Safety Assessment Identified Key Short-Term Actions to Support 5-Year Growth Plans
Supply Chain Optimization

Network Optimization and SIOP Implementation Leads to $39M in Savings
Supply Chain Optimization

Inventory Analysis Identified $115M of Working Capital Improvement and a $22M Reduction of Inventory
Continuous Improvement

Lean Diagnostic Assessment and Implementation Delivers $1M+ EBITDA Savings and 20% Increased Employee Output
Technology Advisory

TriVista Assists in Identifying Best-Fit ERP System and Implementation Partner to Modernize Back-Office Operations
Technology Advisory, Technology and Cybersecurity Due Diligence

Cybersecurity Assessment and Remediation Removes Malicious Files and Reduces IT Risk
Operations Due Diligence, Technology and Cybersecurity Due Diligence

Technology Rapid Assessment Identified Opportunity to Reduce Cost and Create a Platform for Optimized Acquisition Integration
Operations Due Diligence, Technology and Cybersecurity Due Diligence

Quality of Operations™ and Technology Due Diligence Identified Key Personnel Risk
Post-Merger Integration

Post-Merger Integration for Provider of Sales Channel Incentive Programs That Help Brands Increase Sales and Build Customer Loyalty
Operations Due Diligence

Value Creation Plan Identifies Potential Annual EBITDA Savings of ~15%
Supply Chain Optimization

TriVista Identifies $17.9M of Annual Savings, Improving Cost Per Case by 18.6%
Supply Chain Optimization

Global Sourcing Strategy Provides Cost Savings of $1.5M
Supply Chain Optimization

Distribution Center Operations Assessment Yields $36.4M in Savings
Footprint and Network Strategy, International Advisory Services

TriVista Advises on Greenfield Manufacturing Facility in Mexico, Delivering $12M Savings Annually
Continuous Improvement

Sales, Inventory, and Operations Planning Drives 30% EBITDA Increase
Executive Search

TriVista Places Director of Plant Operations for a Plant-Based Meat Substitute Manufacturer
Executive Search

TriVista Places President for Aerospace Manufacturing Company
Operations Due Diligence

Operations Due Diligence Unveils $960K in EBITDA Opportunities
Footprint and Network Strategy, International Advisory Services

Footprint Relocation Project Helps U.S. Company Establish First Manufacturing Facility in China
Executive Search

TriVista Recruits COO for Private Equity Backed Manufacturing Company
Continuous Improvement

TriVista Delivers $1.7M EBITDA Savings Through Productivity Improvements
Operations Due Diligence, Post-Merger Integration

Bolt-On Acquisition and Consolidation Synergy Delivers $26.8M of EBITDA Savings
Operations Due Diligence

TriVista Identifies $2.3M EBITDA Savings and $1.8M Cash Savings for Medical Device Company
Operations Due Diligence, Post-Merger Integration

TriVista Identifies Integration Savings of $1.6M for a Specialty Chemicals Manufacturer
Operations Due Diligence

TriVista Identifies $1M in EBITDA Improvement for Specialty Chemicals Company
Continuous Improvement

Inventory Reduction and Lean Roadmap Identifies $4M in EBITDA Expansion Opportunities
International Advisory Services

Market Entry and Channel Strategy Recommendations Yield 14x Sales Increase in Greater China
Footprint and Network Strategy, International Advisory Services

TriVista Facilitates Closure of a US-Owned Manufacturing Facility in China
Footprint and Network Strategy, International Advisory Services

TriVista Conducts Feasibility Study, Project Management, and Disciplined Execution for Factory Relocation
Footprint and Network Strategy

TriVista Advised on Establishing a New Facility Including a Multi-Region Feasibility Study
Continuous Improvement, Footprint and Network Strategy

Lean Implementation – Industrial Equipment
Continuous Improvement

Lean Manufacturing in the Automotive Industry
Continuous Improvement

Manufacturing Optimization and Lean Implementation
Continuous Improvement

Operational Cost Improvement – Lean Six Sigma Methodologies Identify $1.0M of EBITDA Savings
Continuous Improvement

Operational Diagnostic – Food Manufacturer Achieves $500K in Annual Savings
Supply Chain Optimization, International Advisory Services

Supply Chain and Inventory Improvement
Continuous Improvement, International Advisory Services

Operational Diagnostic and Lean Six Sigma Recommendations Project Cash Savings and Increased On Time Deliveries
Operations Due Diligence, International Advisory Services

TriVista Identified Risk and Value Creation Opportunities in a Cross-Border Deal
Supply Chain Optimization, International Advisory Services

Global Supply Chain Assessment Generates $11M in EBITDA Savings
Supply Chain Optimization

Jewelry Retailer Gains Competitive Advantage via Supply Chain Improvements
Continuous Improvement, Footprint and Network Strategy

A client success story: Maxcess International
Operations Due Diligence

TriVista Identifies $8M of EBITDA Opportunities and $8.5M of Cash Improvements
Sell-Side Assessments

TriVista Identifies $18M of EBITDA Expansion Opportunities, and $5.5M in Cash Improvements
Executive Search

TriVista Recruitment Places Senior Demand Planner at Consumer Products Company
Sell-Side Assessments

TriVista Identifies $4M in Consolidation Savings and $1.6M of EBITDA Expansion Opportunities
Interim Management, Executive Search

TriVista Fills 7 Leadership Positions in Less Than 45 Days
Executive Search

TriVista Places Director of Procurement
Sell-Side Assessments

Sell-Side Assessment Unveils $16M of EBITDA Opportunities
Sell-Side Assessments

Sell-Side Operations Due Diligence Reveals $25M in EBITDA Opportunities
Continuous Improvement, Supply Chain Optimization

TriVista Helps $100M Packaging Company Achieve $1M EBITDA Savings Through Improved Inventory Management & Procurement Optimization
Operations Due Diligence, Post-Merger Integration

TriVista Helps Private Equity Firm Underwrite $10.6M of EBITDA Synergies Through Quality of Operations™ Due Diligence Analysis
Operations Due Diligence

TriVista Identifies $10M EBITDA and Working Capital Improvements for Private Equity Firm
Continuous Improvement, Footprint and Network Strategy

TriVista Helps $200M Supplements Manufacturer Consolidate Network; Delivers $6M EBITDA Savings
Operations Due Diligence, Food Safety Due Diligence

TriVista Provides Supply Chain and Food Safety Due Diligence for Private Equity Firm Acquiring Food Business
Supply Chain Optimization

Inventory Optimization Consulting Project Delivers Significant Improvement for Leading $100M Distribution Company
Operations Due Diligence

TriVista Brings Supply Chain Expertise to Private Equity Firm Acquiring Distribution Company – Identifies $1.2 M EBITDA Improvements
Continuous Improvement, Post-Merger Integration

TriVista Provides Post-merger Integration Feasibility Analysis and Implementation Support to $150M Private Equity Backed Medical Equipment Manufacturer
Operations Due Diligence

Private Equity Firm Retains TriVista to Provide Quality of Operations™ Due Diligence on $500M CPG Company – TriVista Identifies $10.2M EBITDA Savings
Supply Chain Optimization

TriVista Helps Consumer Products Retailer Develop Global Supply Chain Strategy That Delivers $10M EBITDA Savings
Supply Chain Optimization, Operations Due Diligence

TriVista Helps Private Equity Firm Acquire $50M CPG Company Providing Detailed Quality of Operations™ Due Diligence Analysis
Continuous Improvement

TriVista Delivers >10% EBITDA Growth, 15% Cycle Time Improvement for $500M Building Products Manufacturer Through Lean Implementation
Operations Due Diligence

TriVista Provides Quality of Operations™ Due Diligence Support to Private Equity Firm Acquiring $100 M Building Products Company
Continuous Improvement, Footprint and Network Strategy

TriVista Brings Mexico Factory Startup Consulting Expertise to Private Equity Backed Automotive Company – Helps Deliver $6M EBITDA Savings
Operations Due Diligence

TriVista Provides Quality of Operations™ Due Diligence Support to Private Equity Firm Acquiring $300M Automotive Aftermarket Distribution Company
Aerospace Turbine
Footprint and Network Strategy

TriVista Advises Leading Aerospace Manufacturer on Plant Consolidation & Layout Optimization; Delivers $3.5M EBITDA Savings
flight, airplane, interior, airbus, passengers
Operations Due Diligence

Private Equity Firm Retains TriVista to Provide Quality of Operations™ Assessment & Integration Synergy Analysis for Global Aerospace Company