DOWNLOAD THIS INSIGHT Assessing Information Technology (IT) risks, capabilities, and maturity through IT Due Diligence ahead of an investment is critical to understanding whether a target’s technology infrastructure can support your investment thesis. In an increasingly dynamic technology landscape, determining whether IT is creating, inhibiting, or destroying value is more important than ever before. In… Read More

After a frenzied 2021 in private equity M&A, 2022 saw a reset in the dealmaking environment. As we move into 2023, lingering uncertainty in the market, driven by continued geopolitical, supply chain, workforce, and inflation concerns, means we may see private equity funds pursuing bolt-ons to deploy capital – making integration planning a necessity. According… Read More

Best-in-class companies are focused on analyzing their current inventory positions and looking for opportunities to reduce inventory and improve cash flow. Rising interest rates and fears of an impending economic slowdown are prioritizing this effort. Supply Chain leaders are adjusting to a “new normal” looking to reduce inventories after increasing inventory positions during Covid to… Read More

DOWNLOAD THE FULL REPORT With the growing global focus on sustainability, Private Equity investors are beginning to take a closer look at Environmental, Social, & Governance (ESG) aspects of new target investments. In Q3 2022, TriVista asked ~40 respondents from 25 Private Equity firms about their approach to ESG Due Diligence. NEARLY ALL PE FIRMS… Read More

As organizations continue to face pressures from record labor shortages, inflation, and supply chain challenges, investments in digital transformation efforts have become a vital driver of sustained profits. Outdated systems and processes may hinder a company’s ability to quickly adapt in today’s marketplace. Whether through business process reengineering, automation, strategic software updates, or data analysis,… Read More

High inflation rates in 2022 — and the quickly rising interest rates to combat them — have continued to be a challenge for private equity firms as they look to deploy new capital and add value to their existing portfolio companies. After a record-setting 18 months in M&A activity, private equity investors are turning inward… Read More

The pandemic inspired many fundamental changes to the way companies operate, perhaps none more significant than the ramp up in digital adoption as millions of people began working from home. As a result, the same period also saw a steep increase in cyber-attacks, as bad actors began capitalizing on newly realized vulnerabilities in companies’ plans… Read More

By: Joseph Abbud and Steven Imholt Last month, the Mexican government made an agreement with business groups to raise the minimum wage by 22%, which went into effect on January 1, 2022. Understandably, the news has left many business leaders wondering whether the increase—and corresponding potential for a higher fixed cost of labor—would negatively impact… Read More

DOWNLOAD THE FULL REPORT According to most studies, between 70-90% of acquisitions fail, but our latest research on mid-market M&A suggests otherwise. Through the survey, we found that mergers rarely fail, but often fail to live up to their potential. The following findings and explore how to maximize value capture. Demographics The survey polled c-level… Read More

Many signs point to continued positive momentum for manufacturing and distribution industries in 2022. Despite labor shortages and distribution woes, businesses are starting to define what a new normal might look like. While supply chain challenges threaten this progress, forward-thinking leadership teams are creating opportunities for growth by working one step ahead. Integration is becoming… Read More