TriVista brings supply chain expertise to private equity firm acquiring distribution company – Identifies $1.2 M EBITDA improvements

Project Scope

A $400M Private Equity firm looking to acquire a distributor of premium bathroom accessories retained TriVista to provide Quality of Operations® Due Diligence support.

Our Approach

  •  Conducted facility visits in China and the U.S.
  •  Interviewed management teams in both countries
  •  Led a detailed review of procurement and sourcing operations
  •  Evaluated warehousing, distribution and freight logistics
  •  Assessed Sales, Inventory and Operations Planning (SIOP)
  •  Analyzed New Product Development organization and processes
  •  Evaluated customer service in relation to operations and returns
  •  Assessed operational systems and tools

Results Delivered

  •  Identified $1.2M of EBITDA expansion opportunities
  •  Recognized $1.8M of cash improvements through the development of strategic partnerships with key suppliers
  •  Delivered post-close action plan