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

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