The Challenge A private equity-owned, $50M provider of power conversion, battery charging, and battery products needed to add a Director of Procurement to an energetic management team engaged in integrating several businesses. Our Approach The TriVista Recruitment team hosted an in-depth kick-off meeting to gain a thorough understanding of the role’s requirements and the firm’s… Read More

The Challenge A $185M solutions provider/distributor of print material engaged TriVista to conduct a sell-side Quality of Operations™ assessment, including an in-depth review of the firm’s existing financial, transportation, and warehouse management systems. Our Approach TriVista performed a sell-side assessment to identify EBITDA opportunities by following its standard approach to fully understand the company’s business… Read More

The Challenge A leading middle market private equity firm engaged TriVista to conduct a sell-side Quality of Operations™ due diligence for one of its portfolio holding, a manufacturer of a consumer goods. The diligence was commissioned in advance of the equity company starting the process of divesting its ownership position. Our Approach Toured six facilities… Read More

The Challenge A Private Equity backed $100M custom printing and packaging company serving the Consumer-Packaged Goods market sought assistance from an operational consulting firm to assess operations and provide actionable plans to improve customer service and expand margins. Our Approach TriVista conducted a 3 week assessment, focused on: Sales & Operations Planning (S&OP) Inventory Management… Read More

The Challenge A packaging company was in the process of acquiring a competitor. There was significant synergy opportunity across the combined 11 production sites. TriVista was brought on to complete a Quality of Operations™ Due Diligence Assessment, as well as complete a detailed synergy analysis that clearly calculated the practicality and upside associated with the… Read More

The Challenge A $700M Private Equity fund was interested in acquiring a $100M industrial components manufacturer with a U.S. and Greater China footprint. TriVista was retained to provide Quality of Operations™ Due Diligence support to assess the business’ supply chain operations and determine potential savings. Our Approach Mobilize multiple project teams in several regions to… Read More

The Challenge A private equity backed company sought to consolidate their multiple manufacturing and distribution locations into one centralized campus. They utilized TriVista’s support to provide analysis and planning for the potential footprint consolidation. Our Approach TriVista conducted site visits across the entire network Facility planning to determine site requirements and layout options Financial analysis… Read More

The Challenge A private equity firm looking to acquire a confectionary business retained TriVista to perform a Quality of Operations™ Due Diligence assessment, as well as a Food Safety Due Diligence workstream. Our Approach Conducted a site visit at U.S. headquarters Assessed effectiveness of food safety / regulatory programs, Sales, Inventory, Operations Planning (SIOP), and… Read More

The Challenge A $100M company, backed by a middle market private equity firm, focused solely on distributing industrial spare parts from seven warehouses with over 25,000 stock keeping units (SKUs). The company retained TriVista to assist with optimizing their inventory positions across all sites. Our Approach Analyzed current state sales revenue and margin, demand variability,… Read More

The Challenge A $400M Private Equity firm looking to acquire a distributor of premium bathroom accessories retained TriVista to provide Quality of Operations® Due Diligence support. Our Approach Conducted facility visits in China and the U.S. Interviewed management teams in both countries Led a detailed review of procurement and sourcing operations Evaluated warehousing, distribution and… Read More