Case Study

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

Services Provided
Operations Due Diligence
Industries Served
Consumer Products

The Challenge

A middle market Private Equity firm seeking to acquire a $500M manufacturer and distributor of specialty apparel products sold into various B2B and Consumer end markets. TriVista was retained to provide Quality of Operations™ Due Diligence consulting support to qualify and quantify EBITDA and working capital improvement opportunities that existed in the business.

Our Approach

  • Site Visits and assessments of five (5) locations across the U.S.
  • Assessment of Sales, Inventory, and Operations Planning (SIOP)
  • Evaluation of key operational staff members and management team
  • Analysis of sourcing and procurement, including gaps existing within supply chain
  • In depth review of manufacturing & quality including, Lean initiatives, operational efficiency, plant flow, and safety
  • Deep dive examination of distribution and logistics including current state footprint and national shipping routes in connection with on-time delivery / high sale locations
  • Assessment of the company’s recent acquisition roll up as well as implementation plans for acquisitions in pipeline

The Results

TriVista identified $10.2M in EBITDA savings as well as $32M in working capital improvements. The savings stemmed from:

  • Procurement cost reductions across business units
  • Strategic sourcing initiatives / Asian supply management implementation
  • Companywide labor utilization improvement
  • Inventory reduction and turns improvement

To find out how TriVista can help you achieve similar outcomes, contact us today:

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