Case Study

TriVista Identifies $10M EBITDA and Working Capital Improvements for Private Equity Firm

Services Provided
Operations Due Diligence
Industries Served
Industrial / Manufacturing

The Challenge

A $700M Private Equity fund was interested in acquiring a $100M industrial components manufacturer with a U.S. and Greater China footprint. TriVista was retained to provide Quality of Operations™ Due Diligence support to assess the business’ supply chain operations and determine potential savings.

Our Approach

  • Mobilize multiple project teams in several regions to work concurrently
  • Daily communication with investors highlighted critical risks that could stop the transaction
  • Assessed sales, operations and inventory planning processes
  • Conducted benchmark assessments of company’s production facilities
  • Conducted detailed data room analysis to assess inventory, logistics and transportation costs and labor productivity
  • Conducted extensive interviews with company leadership
  • Identified operational redundancies and post-close improvement opportunities

The Results

  • Identified EBITDA expansion opportunities of $2.5M
  • Identified Working Capital Improvement opportunities of $7.5M
  • Retained by client, post-close, to implement improvement opportunities and realize cost savings
  • Performed additional Quality of Operations™ Due Diligence engagements for bolt-on acquisitions

To find out how TriVista can help you achieve similar outcomes, contact us today:

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