Perspectives - TriVista

SIOP: Aligning for Efficiency and Growth

In the intricate dance of supply and demand, Sales, Inventory, and Operations Planning (SIOP) emerges as a pivotal strategy for businesses aiming to scale efficiently and sustain growth. This methodical approach aligns various facets of the organization, from sales and marketing to production and inventory management, ensuring that every department moves in harmony towards common… Read More

Unleashing Capacity: The Key to Sustained Growth in Middle Market Businesses

In today’s landscape, businesses across industries face the daunting challenge of scaling operations to meet escalating demand. The journey towards sustained growth is often hindered by a complex array of capacity constraints. This article, initiating a comprehensive series, aims to delve into the art and science of optimizing capacity across the value chain—a pivotal endeavor for… Read More

Cybersecurity Assessments: A Non-Negotiable for M&A Transactions in the Services Sector

In the services sector, where intangible assets like data, reputation, and customer trust are paramount, the significance of cybersecurity cannot be overstated. For investment bankers navigating the intricacies of selling services businesses, recognizing the importance of conducting comprehensive cybersecurity assessments before any transaction is crucial. This blog post explores the necessity of cybersecurity evaluations in… Read More

M&A Transactions: The Imperative of Cybersecurity Assessments for Food and Beverage Manufacturers

In the era of digital transformation, the food and beverage manufacturing sector is not immune to the escalating cyber threat landscape. For investment bankers guiding the sale of companies within this industry, the critical importance of conducting thorough cybersecurity assessments prior to any transaction cannot be overstated. This blog post delves into the necessity of… Read More

The Essential Role of Cybersecurity Assessments in Consumer Products Transactions

In the digital age, cybersecurity has emerged as a cornerstone of business integrity and operational continuity, especially for consumer products companies. For investment bankers navigating the complexities of selling these businesses, understanding the critical importance of conducting a thorough cybersecurity assessment before any transaction is paramount. This blog post explores why a comprehensive cybersecurity evaluation… Read More

Navigating the Sale of Industrial Assets: The Imperative of Cybersecurity Assessments in M&A Transactions

In the dynamic arena of industrial manufacturing and distribution, the advent of Industry 4.0 has revolutionized how businesses operate, making cybersecurity not just a necessity but a cornerstone of business resilience and value. For mid-market investment bankers steering the sale of these businesses, the emphasis on conducting a cybersecurity assessment before a transaction cannot be… Read More

The Crucial Imperative: Conducting Cybersecurity Assessments Before Selling an Industrial Manufacturing Company

In today’s increasingly digital world, the importance of cybersecurity has never been more apparent. For investment bankers, this reality carries significant implications, particularly when it comes to facilitating the sale of an industrial manufacturing company. In this blog post, we’ll explore why conducting a thorough cybersecurity assessment before selling such a company is not just… Read More

8 Questions to Ask Before Investing in a Technician-Based Business Services Company

When it comes to evaluating the operations and technology of a business services organization, there are multiple factors to consider during an operational and IT due diligence. During a diligence, we assess a technician-based business service company through three primary lenses across their operations and technology: In a business services company, labor allows for revenue… Read More

Dispelling Common Myths on Automation

Successfully scaling a business continues to be one of the top hurdles facing small-to-mid sized companies and automation as a function of technology strategy is an important tool in unlocking that growth. Businesses in nearly every industry can benefit from automating time consuming and repetitive tasks to save time and cut costs. Despite increasing popularity,… Read More

6 Critical Elements of IT Due Diligence for Private Equity Investors

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