A rapidly growing $100M+ e-Commerce distributor with a large distribution network across multiple e-commerce platforms ran into capacity constraints due to lack of warehouse space and a large amount of slow-moving inventory, hindering their ability to meet expected growth targets The Challenge With over 7,000 SKUs and plans to bring on an additional 1,500+ SKUs… Read More

A private equity-backed $350M automotive manufacturing company suffering from production constraints was looking to augment production operations in North America by expanding into Mexico. The Challenge The client was interested in expanding production to Mexico to create a strategic cost advantage, but had limited experience in Mexican labor rates, laws, real estate practices, government incentives,… Read More

Challenge A leading global provider of aerospace products faced decreasing inventory turns, high excess and obsolete inventory, and poor service levels. Key business issues described by management included: Forecasts of profit were regularly inaccurate Inventory turns were trending unfavorably High employee turnover While all these symptoms pointed to SIOP, there were several competing root cause… Read More

The Challenge A leading, Private Equity-backed producer of plant-based meat substitutes opened a second facility to accommodate its rapid growth and needed new plant leadership. Our Approach TriVista Recruitment visited the new facility to gain a detailed and thorough understanding of operations and culture to help efficiently identify appropriate and qualified job candidates TriVista operational… Read More

The Challenge A Private Equity backed manufacturer of aircraft components needed a President with strong leadership skills and specific manufacturing knowledge to lead post-acquisition restructuring. Our Approach TriVista conducted a national search for candidate with specific machining experience, team leadership skills, and an intellectual capacity to drive growth strategy Candidates were vetted and assessed on… Read More

A private equity firm evaluating an investment in an $80M ready-to-assemble home furniture manufacturer

A $300M North American children’s toy and product manufacturer

A $150M private equity owned building products manufacturer.

A $150M private equity backed building products company

A $1B private equity owned automotive aftermarket re-manufacturer was seeking to acquire a $140M bolt-on. 

A Private equity firm looking to acquire a $15M revenue medical device company retained TriVista to perform a Quality of Operations due diligence

A Private Equity-backed specialty coatings company was seeking to acquire a sizeable competitor with complementary adjacencies hired TriVIsta to conduct a pre-acquisition Quality of Operations® Due Diligence assessment to model the options, costs, savings and resources required to integrate the businesses, as well as develop a detailed integration plan

A Private Equity firm retained TriVista to conduct a pre-acquisition Quality of Operations® Due Diligence on a $57M manufacturer and supplier of specialty car care chemical products

A $250 million machined aerospace structures company with seven global production facilities serving both military and commercial aerospace markets had made multiple acquisitions each year for several years and had significant discrepancies in operational performance from factory to factory (7 total). Many of the acquisitions had been long time family run businesses that had limited operational best practice implementation or adaption. As a result, several of the facilities were operating at sub-optimal performance level. The holding company turned to TriVista, leveraging our expert team to identify manufacturing and inventory opportunities within two production facilities representing approximately $140 million in sales. A key deliverable was to determine why these two facilities, despite exceeding growth expectations on topline revenue, were lagging on margin, EBITDA and cash flow performance compared to the remaining five sites.

A private equity owned sporting goods manufacturer was experiencing declining margins and excess capacity at their China production facility. Smaller production volumes, poor inventory management and shrinking profits necessitated the closure of their full-scale production facility. TriVista was retained to facilitate and manage the shutdown and transfer the remaining inventory, supply chain and production back to the US headquarters. Multiple levels of negotiations were necessary to keep labor unions, government officials, and interested parties all satisfied during the closure.

A successful, international manufacturing company was struggling with its existing China facility, comprised of multiple small warehouses and poor process flow. With growing domestic sales in China, the client decided to make a long-term investment in relocating to a new facility with improved production flow and room for expected growth. Recognizing that our client faced multiple deadlines with their customers and landlords, TriVista was committed to meet our client’s needs while adapting the project schedule to best fit the changing order flow. Communication was essential, requiring input from both American and Chinese stakeholders in multiple languages to conduct the feasibility study, select the new facility, make necessary improvements and manage the relocation.

TriVista guided a large automotive manufacturing company through the process of establishing a new facility, which included a multi-region feasibility study, comprehensive project design, and a strategic implementation plan.

TriVista led efforts to drive process improvement, expand capacity and reduce inventory at a leading industrial equipment manufacturer. The Challenge TriVista’s client was a private equity owned $65 million manufacturer of industrial equipment.  The company was trying to explore ways to increase capacity without adding additional roofline – max capacity was reached at their existing facility… Read More

Orchestrating Process Improvement in an Automotive Component Factory Company Confidential is a privately held $100 million manufacturer of specialty advanced technology heat exchange devices for the automotive, truck, and mobile equipment market. Company Confidential serves both commercial and military markets, with market segments ranging from general passenger vehicles, light duty trucks, heavy equipment, personnel transport,… Read More

Leveraging TriVista’s Lean Six Sigma expertise, the client was able to generate $2 million in EBITDA and reduce working capital by $6 million. The Challenge A $65 million consumer audio electronics manufacturer specializing in high end luxury audio components was facing decreasing sales and declining margins. Although their products are sold through the largest electronics… Read More

TriVista identified over $1.0 million of EBITDA savings for a leading printing and packaging company. The Challenge A private equity backed custom printing and plastic packaging company was facing challenges attributed to a series of recent acquisitions, along with a sub-optimized inventory management and forecasting process. Despite a dramatic increase in sales over the past… Read More

Leveraging TriVista’s Lean & Process Improvement Expertise, the client was able to generate $500,000 dollars in savings. The Challenge The largest provider of fresh deli solutions, TriVista’s client makes fresh salsa, dips, and hummus for consumers sold through major retail chains. Their product can be seen on grocery store aisles across the country and they… Read More

TriVista dramatically improved customer service by implementing a robust Sales, Inventory, and Operations Planning (SIOP) Process that decreased stock-outs by 50% without additional inventory. The Challenge TriVista’s client was facing increasing backorders and rapidly declining customer satisfaction. Our team was tasked with developing an improved supplier and inventory management system which would eliminate stock outs… Read More

The Challenge A $700 Million Private Equity fund was interested in acquiring a $100 Million industrial components manufacturer with a presence in the U.S. and China.  Given their limited experience in cross-border deals, the firm retained TriVista to conduct a detailed Operational Due Diligence in both countries. The Approach TriVista mobilized project teams in China… Read More

A fashion jewelry leader aligns their supply chain to keep up with rapid sales growth. TriVista’s Diagnostic Process uncovered $10M in EBITDA savings and identified $12M in cash flow improvements. The Challenge A private equity backed retailer of women’s fashion jewelry and accessories was on track to double sales to $1B over the next 3… Read More

ACCELERATING ORGANIC GROWTH VIA LEAN NEW PRODUCT DEVELOPMENT EXECUTIVE OVERVIEW: The Problem: One company with five major brands and no strong history of cooperation across divisions was falling behind in developing innovative new products. The Project: Two of TriVista’s top new-product development experts guided cross-functional teams to remake the way Maxcess listened to customers, evaluated new ideas, and… Read More

The Challenge: A $1B Private Equity fund was interested in acquiring a $300M manufacturer of cosmetic displays and retained the services of TriVista to conduct a standard Quality of Operations™ Due Diligence. Our Approach To thoroughly understand the target company’s business and operations, TriVista engaged in the following activities: Conducted an operational & capacity review… Read More

The Challenge A $120M food processing and conveyance equipment manufacturer engaged TriVista to conduct a sell-side Quality of Operations™ Due Diligence assessment with a focus on the company’s global operations Our Approach In addition to assessing the company’s product development processes, the TriVista team reviewed human capital requirements, manufacturing efficiencies, inventory management and footprint requirements…. Read More

The Challenge A $20 million privately-held consumer products company needed more bench strength in their demand planning department Our Approach The search for a Senior Demand Planner, positioned in Ventura County, CA was conducted and completed within 30 days. TriVista Recruitment utilized its own supply chain experts to provide technical vetting as the job requirements… Read More

The Challenge A $1B Private Equity Group was considering the possible divestiture of a $200M converting equipment manufacturer. The private equity firm hired TriVista to conduct a sell-side Quality of Operations™ Due Diligence with a focus on evaluating and opining on current operational processes and protocols, assessment of identified continuous improvement initiatives, and identification of… Read More

The Challenge A $1B North American manufacturer of automotive and related products company needed to increase its capacity of next generation operational leaders to accommodate rapid growth. Our Approach The TriVista Consulting and Recruitment teams collaborated to place Interim Plant Managers at key production sites while conducting simultaneous searches for positions located in the states… Read More

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

The Challenge A $150M medical equipment company, backed by a prominent private equity firm, recently acquired a large competitor and sought support to integrate the two businesses. TriVista was retained to provide expert consolidation/integration consulting support, advising the CEO and Board of Directors. Our Approach TriVista leveraged our extensive experience dealing with complex plant consolidation… Read More

The Challenge A middle market Private Equity firm seeking to acquire a $500M manufacturer and distributor of specialty apparel products sold into various B2B and Consumer end markets. TriVista was retained to provide Quality of Operations™ Due Diligence consulting support to qualify and quantify EBITDA and working capital improvement opportunities that existed in the business…. Read More

The Challenge A $250M fashion jewelry and accessory retailer, backed by a private equity firm, retained TriVista to provide expert supply chain consulting expertise to help them evaluate their current supply chain network. Our Approach DMAIC approach to evaluate existing supply chain and suppliers Benchmarked suppliers to industry standards and identify gaps/weaknesses in current supply… Read More

The Challenge A global, mid-market Private Equity firm seeking to acquire a five-year old start-up consumer products company that specializes in infant and toddler soft goods, retained TriVista to provide Quality of Operations™ Due Diligence with a strong focus on supply chain due diligence. The company was growing exponentially, and was on track to grow… Read More

The Challenge A $500M manufacturer of windows, doors, insulated glass products was seeking expert operations consulting expertise to assist them in transforming their production operations. The company sought to deploy Lean Six Sigma and other manufacturing best practices across 3 sites in North America. TriVista was retained to help jump start their lean journey. Our… Read More

The Challenge A private equity firm was looking to acquire an OEM supplier of bathroom accessories for residential and commercial construction and remodeling markets. TriVista was retained to provide Quality of Operations™ Due Diligence support to assess the business, and understand EBITDA and working capital improvements in the business to enhance enterprise value. Our Approach… Read More

The Challenge A private equity-backed manufacturer and supplier of automotive brake components sought to relocate several US production facilities to Mexico to combat rising labor costs and address their growing customer base in Central America. TriVista was retained to provide factory relocation and consolidation consulting expertise, helping the company conduct a detailed study to determine… Read More

The Challenge A private equity firm retained TriVista to conduct a compressive Quality of Operations™ due diligence analysis on a $300M publicly traded automotive aftermarket distribution company. Our Approach  Reviewed the company’s largest distribution center for operations improvements  Interviewed senior management and supply chain leaders  Conducted a DC capacity review to understand future requirements  Analyzed… Read More

The Challenge A $750M global manufacturer of highly specialized, aerospace parts was seeking assistant in determining a consolidation strategy for their underutilized plant in the Midwest. TriVista was retained to provide operations consulting expertise and assistance in modeling and planning the consolidation effort. Our Approach Conducted a rapid three-week assessment of the underutilized facility to… Read More

The Challenge An industry leading aircraft interiors manufacturer backed by an $8.5B global private equity firm, was looking to acquire an OEM supplier of in-cabin components and thermal insulation products. TriVista was retained as an operational consultant to conduct a Quality of Operations™ assessment with the goal of assessing the target acquisition and identifying consolidation… Read More