Operations and IT Due Diligence Support for Private Equity Investors

Transaction Advisory Services

We combine operating expertise, industry experience, and global capabilities to clients pursuing M&A strategies

In today’s competitive M&A environment, speed and certainty are everything.  We bring our clients unrivaled transaction and integration expertise, global capabilities, and a unique approach to value identification. Our integrated operations, regulatory, and technology due diligence capabilities help clients rapidly identify key risks and opportunities, provides a comprehensive review of value potential across the enterprise, and increases competitiveness when it matters most.

How we help clients

Q of OTM Due Diligence: Quality of Operations is the proprietary methodology we use to rapidly assess and benchmark company operating performance, quantify improvement opportunities and outline plans to produce results.

Technology and Cybersecurity Due Diligence: We help clients determine how well a target is enabled by technology and substantiate the risks and investments required to support their investment thesis across applications and infrastructure.

Environmental, Social, and Governance (ESG) Due Diligence: TriVista’s ESG due diligence offering reviews ESG programs, processes, and metrics. Utilizing proprietary benchmarks, our experienced ESG, supply chain, and operations experts help our clients navigate complex ESG due diligence assessments.

Regulatory / Food Safety Due Diligence: We work with clients in highly regulated spaces to understand compliance requirements and mitigate risk.

Post-Merger Integration: A structured approach to post-merger integration drives focus and helps our clients realize maximum revenue and cost synergies.

Carve-Outs and Divestitures: Planning ahead for a carve-out or divestiture transaction allows our clients to avoid business disruption and raise capital while streamlining operations.

Sell-Side Assessments: We help clients maximize exit proceeds, providing 3rd-party validation of value creation potential.

Our record speaks for itself.  Within our focused industries, we support hundreds of transactions a year, working with leading private equity firms and corporate acquirers.  We offer a unique, fully integrated due diligence and merger integration approach that supports buyouts, bolt-ons, carve-outs and corporate divestitures.