Unlocking >2% EBITDA Through Operations & Technology Improvements

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The Challenge

TriVista was engaged to conduct a Quality of Operations™ and IT due diligence assessment for a manufacturer, assembler, and distributor of transformers. The objective was to evaluate the feasibility of continued growth and identify operational and technology gaps impacting performance.

Key focus areas included:

• Alignment of production capacity, product mix, and volume with market demand
• Warehouse and distribution footprint constraints
• IT system scalability and effectiveness
• Sourcing strategy amid commodity cost volatility

The client required a clear understanding of operational readiness and investment needs to support future growth.

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Our Approach

TriVista executed a comprehensive operational and IT assessment to evaluate current-state performance and identify improvement opportunities.

The approach included:

• On-site assessments of three manufacturing facilities and one distribution center to evaluate operational maturity and capacity
• Leadership interviews to assess organizational effectiveness and decision-making capabilities
• Benchmarking against industry peers using TriVista’s proprietary operational, warehousing, and IT maturity frameworks
• Quality of Operations™ (QOO) analysis focused on scalability across assets, labor, footprint, and management systems
• Capacity modeling across key assets, labor, and material supply to validate growth feasibility

Additionally, TriVista:

• Conducted commodity sourcing analysis, including cost history, market indices, and supplier dynamics to inform future sourcing strategy
• Assessed IT systems for functionality, reliability, scalability, and risk, including cybersecurity and data management considerations

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The Results

TriVista identified a clear path to performance improvement and value creation, with a measurable impact on EBITDA.

• Identified >2% EBITDA improvement opportunity through ERP implementation, warehouse footprint expansion, and SIOP formalization
• Recommended a post-close continuous improvement roadmap to drive operational performance
• Defined capital expenditure (CapEx) requirements based on facility condition, equipment constraints, and future capacity needs
• Recommended implementation of a targeted ERP solution to improve system integration and visibility
• Identified key IT risks, including cybersecurity vulnerabilities and data management gaps