TriVista

What happens when a CFO exits mid-deal, or a plant manager walks out mid-project? In the latest episode of Growing EBITDA, Mike McSweeney and James Bandy discuss the growing demand for interim leadership in middle-market businesses and private equity-backed companies. 🎧 Listen to learn more: https://lnkd.in/g8wJ-ajU In this episode of Growing EBITDA: 🔹 Interim vs. fractional leadership: what’s the difference? 🔹 When to use interim talent, proactively and reactively 🔹 Common roles: CFO, COO, plant manager, site controller 🔹 How to avoid costly missteps when filling leadership gaps #GrowingEBITDA #PrivateEquity #InterimExecutives #Leadership #MiddleMarket #TalentStrategy

In this episode of Growing EBITDA, Mike McSweeney and James Bandy dive into the high-stakes world of post-merger integration (PMI). Drawing from real-life experiences they unpack the common pitfalls and overlooked challenges that derail integrations. Listen to learn: 🔹 Common PMI failures: talent flight, system mismatches, and brand confusion 🔹 How to prevent margin erosion and missed synergy targets 🔹 Why "day zero" planning is just as critical as "day one" 🔹 Tips for setting integration strategy and leadership alignment 🔹 What quick wins can build momentum, like indirect procurement Whether you’re buying a company, merging platforms, or integrating a carve-out, this episode delivers practical insights to help you avoid the traps and make the most of your deal. #PrivateEquity #PostMergerIntegration #PMI #ValueCreation #MergersAndAcquisitions #GrowingEBITDA #Strategy #IntegrationPlanning https://lnkd.in/gChhPWFd

New Episode: AI Tools for Middle Market Operations - Hype vs Real Value https://lnkd.in/eX5nM3Us In the latest episode of Growing EBITDA, Mike & James dive into how AI is delivering real value for middle-market companies—not just buzzwords, but practical applications. As AI adoption accelerates, many leaders are navigating a steep learning curve. This episode explores: • Where mid-market companies are seeing real ROI • Workflows executives are automating to reclaim hours per week • Why many “.ai” platforms are overhyped and overpriced • How to use tools like ChatGPT and Copilot securely and responsibly • The role of privacy and governance in handling sensitive data Whether you're developing internal use cases or aiming to keep pace with boardroom expectations, this conversation offers grounded insights from the field. How is your business using AI—and where are you still figuring it out? TriVista invites you to join the conversation.

NEW Growing EBITDA Episode: Introduction to Value Creation Plans (VCPs) in Private Equity In this episode of "Growing EBITDA," hosts James Bandy and Mike McSweeney dive deep into the intricacies of Value Creation Plans (VCPs) within the private equity landscape. They share their expert insights on how VCPs serve as strategic frameworks to drive growth, enhance operational efficiency, and maximize enterprise value. From defining what a VCP is to discussing its core components and execution strategies, this episode is packed with valuable information for business leaders, private equity professionals, and consulting clients. Tune in to learn about the importance of alignment among stakeholders, the role of strategic planning, and practical tips for successful VCP implementation. https://lnkd.in/eX5nM3Us

New Episode Alert: Sell-Side Due Diligence https://lnkd.in/eX5nM3Us A well-prepared business commands greater value in a transaction. In the latest episode of Growing EBITDA, James and Mike take a deep dive into sell-side due diligence—what it is, why it matters, and how it helps businesses maximize value. What we cover: -How sell-side due diligence sets the stage for a smooth transaction -Common pitfalls to avoid and how to mitigate risks -The role of operational, financial, and technology diligence in positioning a company for sale -How to increase buyer confidence and drive competitive offers -Real-world examples of how preparation leads to better deal outcomes At TriVista, we have advised hundreds of private equity firms and middle-market companies, helping them optimize transaction outcomes and create lasting value. Reach out for more content and insights. #PrivateEquity #MergersAndAcquisitions #SellSideDueDiligence #TransactionAdvisory

Global supply chains are shifting—how prepared is your business to adapt? TriVista, in partnership with Mesh Works, is hosting an exclusive webinar on "Building Resilient Supply Chains: Exploring China+1 Strategies." Join us to explore how companies are diversifying beyond China to strengthen resilience and mitigate risk. Date: March 13, 2025 Time: 11 AM ET | 4 PM GMT Location: Live on Zoom Speakers: Industry experts from TriVista & Mesh Works Gain critical insights to help navigate supply chain complexities. Register today! https://lnkd.in/epcHJ6FY

New Episode Alert: Navigating Tariffs and Their Impact on M&A With today’s tariff news making waves, Mike and I recorded this episode just yesterday to break down the latest shifts and what they mean for businesses and investors. Big thanks to Producer Matthew as we ramp up to more frequent recordings and quicker turnarounds. In this episode, we dive into a critical issue shaping 2025: tariffs. With ongoing shifts in trade policies, these changes are rippling across industries—from manufacturing to private equity—reshaping cost structures, valuations, and deal strategies. At TriVista, we’re seeing firsthand how companies are adapting in real time. This conversation covers: • How tariffs are impacting financial planning and cost of goods • The ripple effects on private equity and deal flow • Creative deal structures emerging in response to uncertainty • Steps businesses are taking to hedge risk and adapt We unpack how businesses and investors alike are adjusting their strategies in this evolving landscape. How is your company navigating the tariff landscape? Join the conversation. #PrivateEquity #MergersAndAcquisitions #SupplyChain #Tariffs #GrowingEBITDA

New Episode Alert: Introduction to Private Equity 101 Private Equity plays a major role in shaping middle-market businesses, yet many executives and business leaders don’t fully understand how it works. In our latest episode of Growing EBITDA, Mike and I break down Private Equity 101—what it is, how it operates, and its impact on companies. Whether you’re a business owner, investor, or simply want to deepen your understanding of the PE landscape, this episode provides a clear and practical overview. What we cover: • How private equity firms raise and deploy capital • Common misconceptions about PE ownership • The role of PE in driving business growth • Key considerations for executives working with private equity • Real-world examples and insights At TriVista we’ve worked with hundreds of private equity-backed companies, providing technology, operational, and supply chain expertise to drive growth and improve performance. In this episode, we share key lessons from that experience to help you better understand the PE landscape. #PrivateEquity #GrowingEBITDA #MiddleMarket #BusinessGrowth #MergersAndAcquisitions #Investing #TriVista

🚨 New Episode Alert: Growing EBITDA Podcast 🚨 One of the biggest threats to your bottom line might be lurking in your own operations: an outdated ERP system. In our latest episode, my co-host Mike and I explore how inadequate ERPs can sabotage your EBITDA without you even realizing it. From missed M&A opportunities to ballooning operational costs, here’s a snapshot of what we cover: 1. Real-World Pitfalls: True stories of businesses losing efficiency—and profit—to outdated systems 2. M&A Readiness: Why a clunky ERP can lower valuations or even kill deals 3. Operational Inefficiencies: Hidden ways bad data and manual processes inflate costs 4. Risk & Compliance Gaps: How legacy systems can expose your company to expensive risks 5. Actionable Fixes: Practical strategies to upgrade, optimize, and fuel sustainable growth Ready to protect your earnings and streamline your operations? Tune in now to learn how TriVista helps businesses streamline operations, leverage better technology, and drive sustained EBITDA growth. Catch the full episode on your favorite podcast platform! #GrowingEBITDA #ERP #BusinessGrowth #DigitalTransformation #Podcast #MiddleMarket

New Episode Alert: TriVista's Growing EBITDA Podcast In our latest episode, we’re diving deep into one of the most transformative topics for middle-market businesses: ERP systems. Whether you're a CEO, CFO, or operations leader, understanding the benefits, risks, and opportunities of ERP enhancements or upgrades is critical for driving growth and efficiency. Key highlights from this episode: 📊 20-30% efficiency gains: How optimized processes and better data access fuel productivity 📈 10-15% revenue lift: Why streamlined operations and improved customer experiences can directly impact your bottom line 🛠️ Modern capabilities unlocked: From real-time data and advanced analytics to tools like AI and IoT ⚠️ Risks of outdated systems: Security vulnerabilities, scaling challenges, and the potential for missed opportunities Mike and I also explore how businesses can align ERP improvements with strategic growth objectives, and we share actionable tips for successfully selling ERP projects to leadership teams. Curious about what’s possible with the right ERP system? Or what the future of digital transformation holds for middle-market companies? Tune in now to hear real-world insights, expert advice, and a touch of humor. Have thoughts or questions? Drop them below—let’s grow together! #GrowingEBITDA #ERP #DigitalTransformation #BusinessGrowth #MiddleMarketInnovation #TriVista