Private equity firm retains TriVista to provide Quality of Operations® Due Diligence on $500 M CPG company. TriVista identifies $10.2 M EBITDA savings.

Project Scope

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

Results Delivered

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