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

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

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

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

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

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 Optimization leaders are adjusting to a “new normal” looking to reduce inventories after increasing inventory positions during Covid… 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