Case Study

TriVista Provides Supply Chain and Food Safety Due Diligence for Private Equity Firm Acquiring Food Business

Services Provided
Operations Due Diligence, Food Safety Due Diligence
Industries Served
Food and Beverage

The Challenge

A private equity firm looking to acquire a confectionary business retained TriVista to perform a Quality of Operations™ Due Diligence assessment, as well as a Food Safety Due Diligence workstream.

Our Approach

  • Conducted a site visit at U.S. headquarters
  • Assessed effectiveness of food safety / regulatory programs, Sales, Inventory, Operations Planning (SIOP), and supply chain processes
  • Toured several retail locations
  • Met with key members of the leadership team to gain better insight into the company’s operations
  • Conducted a thorough review of data to better understand food safety and regulatory program, the SIOP process and product category performance trends and current supply chain operations
  • Reviewed supply chain practices and supplier spend
  • Analyzed retail performance trends

The Results

  • Identified over $1.2M of cash improvements by increasing inventory turns
  • Provided the client recommendations to improve and mitigate potential food safety risks within retail operations

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