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

At the start of the year, it would have been impossible to predict how the coronavirus pandemic would impact business. Shutdowns and lockdowns began in China in late 2019, and ever since, there have been a number of variables at play that continue to affect all points on the supply chain—from shifting levels of demand,… Read More

Business leaders need COVID-19 action plans around 4 key priorities. First and foremost, we hope that you and yours are healthy and safe. These are unprecedented and uncertain times. Even though we’re socially distancing, our goal is to offer candid counsel–the type of advice we’d share one-on-one. We hope you will find it valuable and… 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

The continued spread of COVID-19, or the novel coronavirus, has been both swift and extensive in impact. For all businesses, this pandemic must be viewed as a health crisis first and foremost, and our top priority must be to care for the well-being of employees and customers, assist those afflicted, and mitigate the speed of… 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

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