Case Study

TriVista helps private equity firm acquire $50 M CPG company providing detailed Quality of Operations® Due Diligence analysis

Services Provided
Operations Due Diligence
Industries Served
Consumer Products

Project Scope

A global, mid-market Private Equity firm seeking to acquire a five-year old start-up consumer products company that specializes in infant and toddler soft goods, retained TriVista to provide Quality of Operations® Due Diligence with a strong focus on supply chain due diligence. The company was growing exponentially, and was on track to grow from 40M to >100M in revenue in the next 3 years. A critical element of the engagement was determining the scalability of the supply chain operations.

Our Approach

  •  Visited two supplier manufacturing sites in China, and one distribution center in California
  •  Conducted detailed risk analyses and site assessments
  •  Led management team interviews
  •  Produced a benchmark study, and made recommendations for areas of improvement to processes
  •  Identified several critical organizational needs

Results Delivered

  •  Identified $1.4M in EBITDA margin improvements, and $4M in working capital improvements
  •  Provided actionable recommendations to improve org. chart