Successful Integration Delivers $5M+ EBITDA Synergy Opportunity

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The Challenge

TriVista was retained to support the acquisition integration of a distributor of plumbing products. The client, a leading distributor of OEM-branded residential appliance repair parts, needed a structured integration plan to align the two businesses, capture synergies, and manage execution across key functional areas.

Following the acquisition, the client needed to integrate operations, systems, teams, and processes across the combined organization. This required a clear roadmap, detailed workstream planning, and hands-on oversight to help the integration stay on track.

Key priorities included facility consolidation, IT integration, process alignment, synergy tracking, and coordination across departments such as operations, finance, sales, marketing, HR, and IT.

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Our Approach

TriVista began with a detailed assessment of the combined business. The team conducted site visits, interviewed key staff and management teams, and analyzed company-provided data to understand current-state operations and identify integration requirements.

Based on this work, TriVista developed a comprehensive post-merger integration plan that included:

• A strategy and team structure for the integration
• A kickoff program to align stakeholders
• An end-state operating model for the combined company
• An integration roadmap and detailed project plans
• IT integration planning and implementation support
• A plan to close one facility
• Synergy tracking and execution oversight

TriVista also launched and managed the integration management office, facilitated weekly workstream meetings, and created a detailed project plan with more than 1,500 items to track progress across all workstreams. Weekly all-hands updates kept stakeholders aligned on progress, milestones, and the overall roadmap.

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The Results

TriVista’s integration assessment identified more than $5 million in EBITDA savings opportunities. These opportunities included outsourcing one operation, reducing temporary labor, consolidating duplicative IT vendors, and eliminating duplicative positions across the two companies.

The team also developed key integration deliverables to support execution, including:

• Current-state and future-state process maps across departments
• An IT project plan and implementation timeline
• A process for selecting and implementing a new HRIS system
• Process maps for AR, AP, inventory tracking, transfers, drop ships, credits, and financial close
• A plan for purchasing finished goods and raw materials across domestic and international sources
• Inventory analysis to determine the ideal dispersion of parts across the new network
• A new commission structure and pricing strategy
• A customer communication plan
• Future-state systems requirements to support the end-state operating model

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The Impact

Through detailed planning, cross-functional coordination, and active PMI oversight, TriVista helped the client build the structure needed to integrate the acquisition and pursue more than $5 million in EBITDA synergy opportunities. The engagement provided the client with a clear roadmap, defined workstreams, and practical tools to support execution across operations, IT, finance, HR, sales, and marketing.