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

Food safety continues to be top of mind during due diligence for Private Equity investors. Keeping up with changing industry regulations can be difficult. In this material, learn about the Seven FSMA Rules, what you can do to mitigate your risks, and the implications of noncompliance. Learn why Private Equity should pay attention to FDA’s… Read More

IN THIS POST, WE EXPLORE: What are the steps towards maximizing shareholder value in a private equity transaction? What should a private equity investor be doing 1st, 2nd, 3rdduring their investment lifecycle? How to focus efforts in a targeted approach to expand EBITDA, reduce working capital, and significantly improve sales growth trajectories. DOES THIS SITUATION… Read More

ENTERPRISE EXCELLENCE – MORE THAN JUST A BUZZ WORD , A CONCEPT THAT CAN TRANSFORM YOUR BUSINESS In this Expert Insight, TriVista Managing Director Stephen Smith answers three questions about Enterprise Excellence – describing what it really means, the value it provides, and the steps you can take toward incorporating it throughout your organization. We hear the term Enterprise… Read More

In this Q&A session, TriVista shares how leadership teams can foster a culture of lean transformation and achieve significant operational improvement and excellence by addressing these four critical questions: How can leadership convince the organization that lean and inherent business realities are not at odds? What are the most important concepts leaders must support for… Read More

In this Q&A session, Brenda describes how investors and leadership teams can strengthen the new product development process and pipeline by addressing these 6 critical questions: How can investment in new product development be measured by private equity firms? What kinds of resources should PE firms provide to help their portfolio companies innovate? Are there… Read More