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 accepting foreign visitors, enabling our clients to continue diligence despite travel restrictions.
Ordinarily, on-site visits are standard for diligence, and we recommend being in-person when feasible.
Access to the operation allows our team of industry experts to evaluate leadership and benchmark operations by assessing flow, process effectiveness, and maturity. A major goal of our diligence effort is triangulating what we learn from management and in the data room, with what’s actually happening in the operation.
The time frame can vary depending on the project, but typically we require one day on site with the full diligence processes lasting between two to three weeks.
If access to the company’s site is limited but not entirely prohibited, we can offer alternative on-site options:
If access to the company’s site is completely prohibited, we also offer diligence options that utilize video recorded by the management team or an independent videographer:
As M&A activity begins to ramp back up again, our team of industry experts are here to help. We recognize that trade-offs may be an unfortunate reality in this time but believe these flexible diligence options can meet any investor’s need.