Supply Chain Investment Banking

Middle Market Investment Banking

Efficient and secure supply chains are critical to the movement of goods around the globe touching industries ranging from aerospace to food to pharmaceuticals. Physical assets such as warehouses, trucks, planes, ships, and rail cars are essential underpinnings to supply chains. However, technology continues to play an increasingly important role throughout well-functioning supply chains enabling many of the current trends in distribution and logistics.

The combination of global economic growth, changing business models and enabling technologies is transforming supply chains with new entrants and products.  Supply chain merger and acquisition opportunities are expanding and range from trucking company consolidation and third-party logistics (3PL) rollups to last mile solution consolidation and technology advancement.  The need for scale, location, and productivity drive M&A activity.

Our Supply Chain experience includes:

  • 3PL/4PL
  • Cold chain/food distribution/refrigeration
  • Last mile/local delivery and fulfillment
  • Supply chain collaboration, IT/software, enterprise integration
  • Distributors – stocking/value-added
  • Track/Trace – GPS, RFID, telematics, IOT
  • Fleet management systems
  • Freight brokerage
  • Trucking


Our practice concentrates on providing investment banking services to middle market clients:

  • Sell-Side Engagements – assisting owners looking to exit/sell their business
  • Buy-Side Engagements – helping companies grow through acquisition programs
  • Capital Formation – aiding companies in raising capital for growth or recapitalization


  • Industry Expertise – With backgrounds that include C-level operating experience, our bankers engage clients as peers understanding technical and operational nuances of our clients’ businesses as well as the M&A process
  • Experienced Bankers lead and execute every deal start to finish, giving our clients the advantage of continuity and experience
  • Process-driven Outcomes – Supported by strong in-house research, our M&A process has a proven track record —130+ closed deals in the last 10 years


Eric Oganesoff

Managing Director and Supply Chain Team Leader

News & Insights

Rotax Metals, Inc. Case Study

Rotax Metals, Inc. (“Rotax”), a red metal distributor specializing in copper, bronze and brass alloys, has been acquired by Reliance …

Supply chain M&A is hot, hot, hot!

Amid global challenges and confronting new and unexpected conditions, the increasingly mission-critical supply chain industry is hot. Savvy players are …


Erik Dodier, Chief Executive Officer, PixelMEDIA, LLC 

We chose FOCUS over a number of other investment banks to execute this important initiative, and we never looked back on our decision. Their process and contacts were first-rate. George Shea and Manan Shah walked us through the process every step of the way, and were invaluable advisors who guided us through the transaction’s inevitable complexities. We were fortunate enough to be presented with multiple strong, competitive offers and are very pleased with the result and our new partner, BV Investment Partners.

PixelMEDIA has been recapitalized by BV Investment Partners

* Testimonials may not be representative of the experience of all clients; testimonials are not a guarantee of future performance or success.