COVID-19: The Operations Lever in Your Playbook

The COVID-19 crisis has created a difficult and unique set of financial and operational challenges for middle market companies across industries. In a few sectors, new sources of demand have created bright spots. But for most, it’s a different situation, one of steeply declining or volatile demand coupled with a highly uncertain duration and rebound… Read More

COVID-19: Managing through the crisis

Business leaders need COVID-19 action plans around 4 key priorities. First and foremost, we hope that you and yours are healthy and safe. These are unprecedented and uncertain times. Even though we’re socially distancing, our goal is to offer candid counsel–the type of advice we’d share one-on-one. We hope you will find it valuable and… Read More

COVID-19: Critical IT Business Decisions

As a result of the business disruption caused by COVID-19, executives are quickly evaluating fixed and variable overhead, while looking for areas to trim expenses. Cutting IT spend will be an obvious focus area for many companies, but careful consideration is needed to avoid unintended consequences. As you consider reducing IT spend across your portfolio,… Read More

COVID-19: Managing Your Supply Chain in a Time of Crisis

The continued spread of COVID-19, or the novel coronavirus, has been both swift and extensive in impact. For all businesses, this pandemic must be viewed as a health crisis first and foremost, and our top priority must be to care for the well-being of employees and customers, assist those afflicted, and mitigate the speed of… Read More

7 Questions PE Investors Should Ask on a Factory Tour

Whether you are considering a potential investment or reassessing a portfolio company, knowing what to look for when touring a factory can help drive value creation by shedding light on the excesses and efficiencies of a business. Click the link below for our insight on the 7 questions to ask on a factory tour. 7… Read More

Operational Due Diligence: 10 Key Questions Private Equity Investors Need to Ask on Every Deal

Operational Due Diligence is increasingly a key component of the private equity diligence playbook.  A thorough assessment of a target’s supply chain, operations and IT infrastructure can provide investors with critical information that informs investment decisions and influences post close strategies. In today’s competitive market for deals, it’s more important than ever that investors know… Read More

Assessing the Impact of the Potential U.S.-Mexico Border Closing on Private Equity Backed Companies

Many of our private equity clients with portfolio companies, factories or suppliers in Mexico have asked for our point of view on the potential U.S.-Mexico border closing. Based on TriVista’s experience, and recent discussions with several Maquiladoras (U.S. companies based in Mexico), we have outlined our perspective on several scenarios and outcomes. Background: The current… Read More

Webinar: Tariffs & Supply Chain Headwinds Impacting Private Equity-Backed Companies

TriVista – Tariffs and Supply Chain Headwinds in 2019 and Beyond New tariff policies, rapidly rising labor costs in Asian manufacturing centers, dramatic raw material price variations by country, currency exchange rate volatility, and recent government environmental cleanup policies are redefining the winners and losers in many industries. These changes are presenting challenges to investors,… Read More

Enhancing Supply Chain Agility Through Sales and Operations Planning

Supply chain agility has become key to addressing customer and market uncertainty—a hallmark of today’s volatile global economy.  However, many organizations often mistakenly define agility as simply shorter lead and cycle times—believing that if the supply chain can react faster, it can reduce the impact of demand volatility.  While reducing the time it takes to… Read More