TriVista Helps Private Equity Firm Underwrite $10.6M of EBITDA Synergies Through Quality of Operations™ Due Diligence Analysis

The Challenge

A packaging company was in the process of acquiring a competitor. There was significant synergy opportunity across the combined 11 production sites. TriVista was brought on to complete a Quality of Operations™ Due Diligence Assessment, as well as complete a detailed synergy analysis that clearly calculated the practicality and upside associated with the integration.

Our Approach

• TriVista completed site visits to 11 facilities between the two companies to provide a SIOP, Sourcing, Organization, and Manufacturing assessments
• Developed “blank slate” synergy model to determine savings calculations
• Determined which sites would be consolidated
• Developed strategy to incorporate centers of excellence for key production processes
• Developed detailed timing and sequencing plan

The Results

• TriVista identified a total of $10.6M in synergy savings, primarily from material spend, labor, production overhead, and SG&A
• TriVista was subsequently asked to assist with the consolidation effort post close