A factory exists for one reason: to produce high-quality products as efficiently as possible. Any activity that doesn’t add value to a product is waste, which costs money and increases product lead times. Private Equity investors know waste elimination is one of the most effective ways to increase profitability and reduce risk in any business…. Read More

Operations Due Diligence is increasingly a key component of the private equity diligence playbook.  A thorough assessment of a target’s supply chain, operations and IT infrastructure can provide investors with critical information that informs investment decisions and influences post close strategies. In today’s competitive market for deals, it’s more important than ever that investors know… Read More

Many of our private equity clients with portfolio companies, factories or suppliers in Mexico have asked for our point of view on the potential U.S.-Mexico border closing. Based on TriVista’s experience, and recent discussions with several Maquiladoras (U.S. companies based in Mexico), we have outlined our perspective on several scenarios and outcomes. Background: The current… Read More

Sell side operational due diligence can help companies maximize enterprise value at sale. A critical component of the process is working with the management team to ensure alignment with go-forward strategy such that during the sale process there is a comprehensive operational plan and solid evidence that action is being taken to implement the plan…. Read More

You’re only getting half the picture when simply focusing on the financials When most investment professionals think about sell side due diligence, it’s typically to do with quality of earnings, or Q of E. But a sell side Quality of Operations® assessment is every bit as important to mid-market investors that want to realize the… Read More

While most private equity firms perform buy side operational due diligence, there is a strong case that many mid-market investors can increase enterprise value by conducting sell side operational due diligence. Sell side operational due diligence is catching on, and for good reason. The process can: Identify key risks that may come to light in the buy side due… Read More

As Private Equity (PE) firms continue to evaluate add-on acquisitions, executing a strong roadmap and avoiding any pitfalls should be top of mind. In this article, we provide some guidelines on achieving successful outcomes with your next bolt-on. Continued market competitiveness for good deals has propelled PE firms to use several levers to drive increased… Read More

When it comes to investments in Food & Beverage companies, in addition to Quality of Operations® Due Diligence analysis private equity firms should diligence critical elements of Food Safety Programs (Food Safety, Regulatory Compliance & Quality) at the target company.  Determining early on whether or not a target company is compliant with Food & Drug Administration  (FDA) … Read More

In this Expert Insight, we discuss the positive impact improved Sales, Inventory & Operations Planning (SIOP) processes can have on a business, and how SIOP provides a competitive advantage.  Specifically, the real business value of SIOP, common symptoms of a defective planning process, and critical success factors needed for SIOP to succeed.  Whether you’re a… Read More

Bottlenecks—the steps in a process that govern the speed of the entire operation—are a common headache in the manufacturing world.  Unlike the bottlenecks we experience in our daily lives, such as a broken-down car on the freeway making us late for work, production bottlenecks are not simple annoyances or inconveniences.  On the contrary, in a… Read More