SUPPLY CHAIN

M&A Advisory for Middle Market Business Owners

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 team works across multiple sectors:

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

Services

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

Sell-Side Engagements – to assist owners looking to exit or sell their business with the highest possible return
Buy-Side Engagements – helping clients grow their business through acquisition or expansion programs
Capital Formation – aiding companies in raising appropriate capital for growth, expansion or recapitalization.

Differentiators

Industry Expertise – With backgrounds that include C level operating experience as well as over 15 years of industry contacts and relationships with both strategic and financial players in the food industry, our bankers have a deep understanding of the forces at work that are shaping the industry.
Experienced Bankers – lead and execute every deal from start to finish giving our clients the advantage of continuity and experience as well advisory support.
Process-driven Outcomes – Supported by strong in-house research, our M&A process has a proven track record of over 130 closed deals in the last 10 years.