Successfully scaling a business continues to be one of the top hurdles facing small-to-mid sized companies and automation as a function of technology strategy is an important tool in unlocking that growth. Businesses in nearly every industry can benefit from automating time consuming and repetitive tasks to save time and cut costs. Despite increasing popularity,… Read More

DOWNLOAD THIS INSIGHT Assessing Information Technology (IT) risks, capabilities, and maturity through IT Due Diligence ahead of an investment is critical to understanding whether a target’s technology infrastructure can support your investment thesis. In an increasingly dynamic technology landscape, determining whether IT is creating, inhibiting, or destroying value is more important than ever before. In… Read More

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

Best-in-class companies are focused on analyzing their current inventory positions and looking for opportunities to reduce inventory and improve cash flow. Rising interest rates and fears of an impending economic slowdown are prioritizing this effort. Supply Chain Optimization leaders are adjusting to a “new normal” looking to reduce inventories after increasing inventory positions during Covid… 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

As organizations continue to face pressures from record labor shortages, inflation, and supply chain challenges, investments in digital transformation efforts have become a vital driver of sustained profits. Outdated systems and processes may hinder a company’s ability to quickly adapt in today’s marketplace. Whether through business process reengineering, automation, strategic software updates, or data analysis,… 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

Many signs point to continued positive momentum for manufacturing and distribution industries in 2022. Despite labor shortages and distribution woes, businesses are starting to define what a new normal might look like. While supply chain challenges threaten this progress, forward-thinking leadership teams are creating opportunities for growth by working one step ahead. Integration is becoming… Read More

Supply chain has never been more top of mind than it is today. The reverberations from the ongoing supply shocks in the wake of COVID-19 have been felt by nearly everyone — from consumers struggling to purchase automobiles, to corporate executives across industries scrambling to account for the soaring price of goods and services in… Read More

DOWNLOAD FULL INSIGHT SIOP – also known as Sales, Inventory and Operations Planning – is the process and routine used to define future demand and most optimally balance it with supply in a consistent cadence of consensus-based review and agreement. It’s the heartbeat of every manufacturer, distributor and consumer products company.  Getting it right can… Read More