After a frenzied 2021 in private equity M&A, 2022 saw a reset in the dealmaking environment. As we move into 2023, lingering uncertainty in the market, driven by continued geopolitical, supply chain, workforce, and inflation concerns, means we may see private equity funds pursuing bolt-ons to deploy capital – making integration planning a necessity. According… Read More

DOWNLOAD THE FULL REPORT With the growing global focus on sustainability, Private Equity investors are beginning to take a closer look at Environmental, Social, & Governance (ESG) aspects of new target investments. In Q3 2022, TriVista asked ~40 respondents from 25 Private Equity firms about their approach to ESG Due Diligence. NEARLY ALL PE FIRMS… Read More

The pandemic inspired many fundamental changes to the way companies operate, perhaps none more significant than the ramp up in digital adoption as millions of people began working from home. As a result, the same period also saw a steep increase in cyber-attacks, as bad actors began capitalizing on newly realized vulnerabilities in companies’ plans… Read More

DOWNLOAD THE FULL REPORT According to most studies, between 70-90% of acquisitions fail, but our latest research on mid-market M&A suggests otherwise. Through the survey, we found that mergers rarely fail, but often fail to live up to their potential. The following findings and explore how to maximize value capture. Demographics The survey polled c-level… Read More

While the global coronavirus pandemic has tested the boundaries of what due diligence looks like, it remains essential. Despite challenges related to the pandemic, TriVista continues to offer a flexible array of diligence offerings, ranging from full site visits to remote video assessments.  Our global team is facilitating site visits in geographies that are not… Read More

DOWNLOAD THIS INSIGHT When private equity investors evaluate whether to acquire a target, assessing IT can be a challenge, especially in today’s dynamic technology landscape. Assessing Information Technology (IT) risks, capabilities, and maturity during due diligence is critical to understanding whether a company’s technology infrastructure can support an investment thesis. In an increasingly dynamic technology… Read More

As a result of the business disruption caused by COVID-19, executives are quickly evaluating fixed and variable overhead, while looking for areas to trim expenses. Cutting IT spend will be an obvious focus area for many companies, but careful consideration is needed to avoid unintended consequences. As you consider reducing IT spend across your portfolio,… Read More

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