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Transaction Advisory Services

From Diligence to Integration, We Deliver Results

TriVista helps investors and executives make better decisions across the deal lifecycle. From diligence to integration, we deliver practical insights and execution support that uncover risks, validate opportunities, and maximize enterprise value.

Proven Expertise for High-Stakes Transactions

Transactions move quickly, and success depends on having a clear, fact-based view of performance, risks, and opportunities. TriVista’s Transaction Advisory Services combine operational expertise, sector-specific knowledge, and global experience to help clients navigate complex M&A with precision.

We go beyond financials, evaluating a business through realities of operations and enterprise value, including manufacturing, supply chain, technology, and integration readiness. Our hands-on team ensures strategies are not only identified but executed, giving clients the confidence to move forward and capture post-close upside.

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Our Transaction Advisory Services

Operational Due Diligence

Evaluate operational performance, quantify improvement opportunities, and identify risks with our proprietary Quality of Operations™ methodology.

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Technology Due Diligence

Assess technology infrastructure, cybersecurity, and digital capabilities to understand how IT enables (or constrains) enterprise value.

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Food Safety Due Diligence

Mitigate regulatory and reputational risks in food and beverage deals by assessing compliance, quality systems, and supply chain traceability.

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Post-Merger Integration

Unify leadership, streamline operations, and accelerate the realization of deal value through a structured approach to integration.

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Sell-Side Assessments

Strengthen your equity story, surface untapped EBITDA opportunities, and reduce transaction risk to maximize valuation.

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ESG Due Diligence

Measure environmental, social, and governance practices against benchmarks to identify risks, gaps, and long-term opportunities.

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What You Can Expect

TriVista’s Transaction Advisory Services help clients:

Gain a clear, objective view of operational, technological, and ESG performance
Identify and mitigate risks before they impact enterprise value
Benchmark performance against industry peers and best practices
Quantify value creation opportunities tied directly to investment theses
Accelerate post-close integration and synergy realization
Strengthen the equity story and increase buyer confidence in sell-side processes

Many clients see immediate benefits in deal certainty and speed, with measurable value creation realized in the first 100 days post-close.

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Client Success Stories

See how TriVista has partnered with private equity firms, corporate acquirors, and sellers to reduce transaction risk and deliver stronger outcomes:

Operational and Technology Diligence for a $325M Automotive Aftermarket Acquisition

A rapid technology assessment revealed opportunities to cut costs and build a unified platform for optimized acquisition integration.

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Leading the Successful IT Separation of a $1B Carve-Out

TriVista led a successful IT separation of a $1B carve-out, enabling a seamless transition and operational independence.

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Quality of Operations™, Food Safety, and IT Due Diligence Validate a Dry Foods Investment

A comprehensive quality, food-safety, and IT due diligence effort uncovered critical ERP and WMS risks, informing strategic mitigation planning.

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Navigate Your Next Deal With Confidence

Whether buy-side, sell-side, or post-close, our Transaction Advisory Services deliver the clarity and execution support you need. Reach out today to see how we can help you move forward with confidence.