LOGISTICS SERVICES
Private Equity for Logistics Services Companies
We partner with founders of asset-light logistics services companies, providing operational support, M&A expertise, and long-term alignment.
- Founder-led & family-owned businesses
- Asset-light logistics, distribution & services
- EBITDA: $2M–$20M
- U.S. based and Canada
FIT & FOCUS
Who We Partner With
We invest in established, founder-led businesses who want a trusted partner to scale, transition, or recapitalize their company
Founder-Led &
Family-Owned
Businesses where the founder is still actively involved and planning a transition, recapitalization, or growth phase.
EBITDA:
$2M–$20M
Lower middle-market companies with stable cash flow and strong customer relationships.
Asset-Light Models
Logistics, distribution, brokerage, and transportation services without heavy owned fleets.
Growth or Succession Situations
Founders seeking liquidity, leadership transition, or a strategic partner to scale.
Not sure if you fit our criteria?
Book a confidential call and we’ll give you honest feedback in 30 minutes.
COMMON CHALLENGES
Common Challenges for Logistics Services Founders
Logistics services businesses often reach a point where growth, complexity, and succession planning become harder to manage alone.
Customer concentration and pricing pressure
Operational complexity and lack of scalable systems
Founder-dependent relationships and leadership gaps
Limited time or expertise to pursue acquisitions
VALUE CREATION
How We Create Value for Logistics Services Companies
- M&A & Buy-and-Build Execution
We help founders grow through strategic add-on acquisitions that expand geography, service capabilities, and customer relationships—supported by disciplined diligence and integration.
- Operational & Margin Improvement
We improve profitability by tightening execution across pricing, labor productivity, vendor management, and service delivery—building a more scalable platform without disrupting operations.
- Professionalization & FP&A
We strengthen financial discipline with better monthly reporting, KPI dashboards, budgeting, and cash flow forecasting—so leadership can make faster, data-driven decisions as the business scales.
- Leadership & Transition Support
We help reduce founder dependency through structured transition planning and access to experienced operators who can support leadership, strengthen the team, and maintain momentum post-close.
EXAMPLES
Illustrative Case Examples
Logistics Services Platform
Majority recap with founder rollover, followed by add-on acquisitions in adjacent regions.
Distribution & Fulfillment Company
Margin expansion through pricing analysis, customer segmentation, and operational improvements.
Managed Logistics Services Business
Leadership transition supported by operational improvements and systems buildout to reduce founder dependence and support scalable growth.
INVESTMENT CRITERIA
What We Look For
- Founder-led logistics services businesses
- Asset-light logistics, distribution & services
- EBITDA: $2M–$20M
- Strong customer relationships
- Opportunity for operational or M&A-driven growth
What We Typically Avoid
- Asset-heavy trucking fleets
- Commoditized freight operations
- Highly cyclical, low-margin models
Ready to Discuss Your Future?
If you own a logistics services business and are thinking about your next chapter, we’d be happy to share options and ideas — confidentially.