Case Study

Value Creation Plan Identifies Potential Annual EBITDA Savings of ~15%

Services Provided
Operations Due Diligence
Industries Served
Business Services

FOCUS

A private equity backed, leading service provider who installs and repairs home / business security products retained TriVista to provide a Quality of Operations™ due diligence relating to the possible beach-head, add-on acquisition with multiple locations for its platform business.

APPROACH

Through a site visit of the target company, management calls, and continuous collaboration with the platform company and PE client, TriVista performed the following:

  • Assessed target’s corporate management structure and processes, and ability to drive further scale in the business
  • Assessed target’s people, process, and system risks and opportunities across operations including scheduling and dispatching, fleet management, technician service orders, fabrication, and the ability to develop and retain labor
  • Evaluated alternatives for operations and fabrication
  • Analyzed supply chain structure and processes and reviewed Quality Management System (QMS) controls and procedures
  • Assessed business capacity and technician utilization
  • Evaluated potential synergies across headcount and OpEx

OUTCOME

  • Labor wage analysis compared by region to assess the cost to bring wages to market value
  • Determined actual service lead times and provided options for reduction
  • Calculated actual technician utilization and recommended labor balancing and hub and spoke model
  • Evaluated fleet management assessing potential CAPEX investment required by our client post-close
  • Provided synergies calculation, including material compression analysis and headcount and OpEx savings
  • Calculated potential impact of business headwinds including fuel costs, increasing traffic, carve-out of fabrication, and increasing labor costs

 

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