Operational Due Diligence

At TriVista, we know operations. Our leadership team has experience running Fortune 500 business throughout the world. We know best practices and can identify area of risk and opportunity that cannot be identified through analyzing the financials. We have advised on transactions with a combined enterprise value of $5 billion and operations in more than fifteen countries.

TriVista serves clients by using its unique, process driven approach to identify areas of risk and opportunity in the commercial, operational, and supply chain processes of its clients’ target acquisitions. Our proprietary process helps clients understand every aspect of the operations of a target acquisition. Obtaining this knowledge and delivering it to clients quickly, clearly, and efficiently affords them the competitive advantage in the market. Leveraging their extensive industry experience, TriVista’s senior leadership team analyzes:

Manufacturing Operations:

• Operational Tool Sets
• Productivity Analysis
• Industry Benchmarking and Change Management

Supply Chain:

• Strategic Sourcing and Integrated Management
• Strategic Sourcing Skills Assessment
• Material Segmentation and Savings Plan

Commercial Process:

• Product Life Cycle Management and Pricing
• Product Development and Engineering
• Sales Channels and Commercial Intellectual Capital

Management Team:

• Operational Knowledge and Skill Set
• Willingness and Ability to Continuously Change
• Areas of Concern and Opportunity

A step-by-step process focused on commercial process review, manufacturing & supply chain process review and operational deal hypothesis development.

Acquisition Integration

At TriVista, we support private equity clients at both the pre- and post-transaction stages, providing guidance and support during bolt-on and tuck-in acquisitions. Our senior leadership team works with leading middle market firms to develop acquisition strategies and assist in the integration of new acquisitions.

Ensuring the rapid development and deployment of integration plans is critical to the success of the acquisition and ensures maximization of shareholder value creation. Our team works hand in hand with management and equity partners to ensure risks are mitigated throughout the integration process. We help both the acquired and parent companies to maximize the potential of both organizations and realize synergies quickly.

Lean Enterprise

A Unique Approach:

At TriVista, we truly believe in operational excellence and the utilization and implementation of manufacturing best practices. We work with manufacturing firms to develop the right operational strategy that fits with the culture of the organization and is aligned with the overarching business strategy. Our teams of seasoned professionals work on the ground- in our clients’ factories to implement change that will benefit their businesses.

Lean Manufacturing:

TriVista designs and executes a systematic approach to align value streams and eliminate waste. Our Lean Manufacturing experts work directly with production personnel to complete projects designed to improve productivity, lead time, floor space utilization, quality, and inventory.

We understand that processes are unique to their respective industries and organizations. Our experienced project teams review systems and create problem specific solutions. We then work in your factories to implement lean processes that eliminate needless waste and non value-add activities from your production lines. During this process, we empower your workforce with the tools they need to continue to take advantage of further opportunities down the road.

Our teams work on the ground, in our clients' factories to ensure timely implementation of improvement plans. Focusing on quick-hit 8 to 14 week projects we drive to ensure our clients achieve the improvement results they desire within a 3 to 6 month timeframe.

Turnarounds & Restructuring

TriVista works hand in hand with Manufacturing Companies & Private Equity Firms as well as Financial & Legal Turnaround Experts to transform the operations of a company during times of turmoil.

"TriVista has advised on consolidations from as simple as 50 people and 2 facilities, to as complex as 3600 people and 8 manufacturing sites globally"

Factory Rationalization:

TriVista works with the company’s financial leadership (internal or external) to help model the benefits and costs associated with consolidating manufacturing facilities. TriVista observes and documents current operational processes to develop a future state operational plan that minimizes impact to critical customers while dramatically reducing ongoing costs. After the rationalization plan is completed, TriVista develops a PRFMEA (Plant Rationalization Failure Mode and Effects Analysis). The PRFMEA helps predict project risks and facilitates the development of contingency plans that will reduce both operational and financial risk during factory rationalizations. TriVista assists company leadership and the Financial & Legal Turnaround Experts to present the operational project plan including resource requirements, timeline and expected operational and financial impact to owners and lenders. TriVista then supports the management team to execute the improvement plan.

Product and Customer Rationalization:

TriVista conducts a detailed assessment of product and customer profitability to support ongoing operations including: margin analysis, working capital and fixed asset requirements. Post analysis, TriVista works with a company’s leadership team to execute the rationalization plan.

Factory Rationalizations

Business leaders are always assessing and re-assessing their Operational Strategies. Aligning internal operations with challenging business environments is critical to both short term and long term financial viability. Far too often executives focus on margin percentages and margin dollars generated rather than developing a holistic view of their manufacturing footprint: impact on working capital, manufacturing overheads, ongoing capital requirements as well as political, social and economic opportunities and constraints.

At TriVista, we utilize a structured, data driven approach to manufacturing optimization. We focus not only on internal issues, but also on customer impact and external influences including the macroeconomic environment and the competitive landscape. We offer an independent, unbiased view of our clients’ most critical operations; providing strategic alternatives, implementation impact, costs and benefits.

TriVista is a global-minded organization that understands the harsh realities of achieving alignment and implementing restructuring. Its advisors are not only strategic but tactical, they have personal experience developing and implementing manufacturing optimization strategies that will help our clients make the most informed decisions.

Operational Excellence

At TriVista, we believe that Operational Excellence is a growth strategy. Standing out as an industry leader, we offer clients the most responsive manufacturing environment that will drive revenue growth and astound investors and competitors alike. Aligning internal operations to deliver the most innovate and highest quality products to market faster than the competition will generate the highest revenues and customer satisfaction.

Our team of seasoned professionals has extensive experience in a variety of industry sectors and markets. With an average of more than 21 years of experience implementing operational best practices at some of the world’s largest and most respected corporations, our leaders know how to improve businesses. We focus exclusively on operations to deliver maximum value to clients.