Sell-Side Assessment Unveils $16M of EBITDA Opportunities

---

The Challenge

A $185M solutions provider/distributor of print material engaged TriVista to conduct a sell-side Quality of Operations™ assessment, including an in-depth review of the firm’s existing financial, transportation, and warehouse management systems.

---

Our Approach

TriVista performed a sell-side assessment to identify EBITDA opportunities by following its standard approach to fully understand the company’s business and operations:

• Conducted site visits at multiple facilities
• Interviewed key staff members and subject matter experts at various sites
• Evaluated current state processes and systems
• Identified the complexities resulting from the use of multiple management systems

---

The Results

TriVista determined the potential savings for moving to an enterprise-wide Warehouse Management System (WMS) system and developed a detailed migration roadmap for implementation. Our team worked closely with functional WMS users and collaborated with a potential WMS service provider to define the system configurations needed to fulfill future state needs of the business. TriVista identified $16M in EBIDTA improvements by the end of the five-week engagement.