Viewpoints
Creating Value for Private Equity
Understanding EBITDA Post-COVID
Disruptions from the COVID era resulted in non-linear performance, which has made it difficult to understand expected future EBITDA performance, and thus valuation.
Understanding EBITDA Post-COVID.pdf
Disruptions from the COVID era resulted in non-linear performance, which has made it difficult to understand expected future EBITDA performance, and thus valuation.
Understanding EBITDA Post-COVID.pdf
Creating Value in Specialty Distribution
For many PE-owned distribution companies, COVID has stressed supply chains. The good new? This is a great time for portfolio companies to restructure supply chains and lower transportation, warehousing and inventory costs. From a PE’s perspective, this frees up cash in the short-term, and increases EBITDA forecasts to enhance a sale price in the long term.
TandLA - Creating Value in Specialty Distribution.pdf
For many PE-owned distribution companies, COVID has stressed supply chains. The good new? This is a great time for portfolio companies to restructure supply chains and lower transportation, warehousing and inventory costs. From a PE’s perspective, this frees up cash in the short-term, and increases EBITDA forecasts to enhance a sale price in the long term.
TandLA - Creating Value in Specialty Distribution.pdf
Creating Value with a Distribution Business
The distribution business model continues to evolve and create value for manufacturers and end customers. Today, better managed distribution businesses should leverage current logistics technology to achieve better financial results.
Creating Value with a Distribution Business.pdf
The distribution business model continues to evolve and create value for manufacturers and end customers. Today, better managed distribution businesses should leverage current logistics technology to achieve better financial results.
Creating Value with a Distribution Business.pdf
Leveraging Market and Competitive Diligence Post-Close
Over the years, PE’s began to ask us to leverage our market and competitive diligence work as a foundation and assist them and their new investment management team in developing a new post close strategy. In so doing much of our PE work is now beginning to look like our traditional strategy assignments.
Over the years, PE’s began to ask us to leverage our market and competitive diligence work as a foundation and assist them and their new investment management team in developing a new post close strategy. In so doing much of our PE work is now beginning to look like our traditional strategy assignments.
When to Conduct Market and Competitive Diligence
The tradition has been for buyers to have an independent third party develop a report covering an acquisition target's market and competitive position post-LOI. Many PE’s are beginning to believe this process is flawed and have begun to change.
The tradition has been for buyers to have an independent third party develop a report covering an acquisition target's market and competitive position post-LOI. Many PE’s are beginning to believe this process is flawed and have begun to change.
Lee Clair Presentation to TD Securities Inc. Clients
TD Securities Inc. hosted Lee Clair. Mr. Clair's presentation discussed how eCommerce is impacting transportation and logistics.
TD Securities - Clair TandLA - eCommerce.pdf
TD Securities Inc. hosted Lee Clair. Mr. Clair's presentation discussed how eCommerce is impacting transportation and logistics.
TD Securities - Clair TandLA - eCommerce.pdf
Creating Value for Supply Chains
Inventory Impacts on the 2023 Transportation and Logistics Market
As we head into 2023, it is difficult to know exactly what the new year will bring from a freight transportation and logistics perspective. However, inventories are highly likely to impact transport demand and the share each mode carries. Never before have we witnessed so many divergent trends in inventories across links of the supply chain and specific industry sub-segments.
Inventory Impacts on the 2023 Transportation and Logistics Market.pdf
As we head into 2023, it is difficult to know exactly what the new year will bring from a freight transportation and logistics perspective. However, inventories are highly likely to impact transport demand and the share each mode carries. Never before have we witnessed so many divergent trends in inventories across links of the supply chain and specific industry sub-segments.
Inventory Impacts on the 2023 Transportation and Logistics Market.pdf
How to Beat the High Cost of Shipping
With remarkably high costs of shipping this year, creative solutions are needed to stop the bleeding. Lee Clair and Bob Sabath go into depth on ideas for shippers to consider in order to reduce their supply chain costs and streamline efficiency.
How to Beat the High Cost of Shipping.pdf
With remarkably high costs of shipping this year, creative solutions are needed to stop the bleeding. Lee Clair and Bob Sabath go into depth on ideas for shippers to consider in order to reduce their supply chain costs and streamline efficiency.
How to Beat the High Cost of Shipping.pdf
Lee Clair Extended Freight Update Presentation to Manufacturers Alliance for Productivity and Innovation (MAPI)
TandLA - Extended Freight Update 2018-10-12.pdf
TandLA - Extended Freight Update 2018-10-12.pdf
Lee Clair Truckload Freight Update Presentation to Manufacturers Alliance for Productivity and Innovation (MAPI)
TandLA - Truckload Freight Update 2018-03-15.pdf
TandLA - Truckload Freight Update 2018-03-15.pdf
Lee Clair eCommerce Trends Presentation to Stifel
Stifel - Freight Logistics eCommerce Trends Slides.pdf
Stifel - Freight Logistics eCommerce Trends Transcript.pdf
Stifel - Freight Logistics eCommerce Trends Slides.pdf Stifel - Freight Logistics eCommerce Trends Transcript.pdf
Lee Clair Rail Growth Strategy Presentation to Stifel
Stifel - Rail Growth Strategy Slides.pdf
Stifel - Rail Growth Strategy Transcript.pdf
Stifel - Rail Growth Strategy Slides.pdf Stifel - Rail Growth Strategy Transcript.pdf
Lee Clair Trucking Market Trends Presentation to Intermodal Association of North America (IANA)
IANA - Trucking Market Trends.pdf
IANA - Trucking Market Trends.pdf
Lee Clair Multimodal Supply Chain Panel at eyefortransport's 15th annual Supply Chain Summit
eyefortransport - Multimodal Supply Chains.pdf
eyefortransport - Multimodal Supply Chains.pdf
Lee Clair Supply Chain Disruption Panel Discussion at CSCMP
CSCMP - CEO Perspectives on Supply Chain Disruption.pdf
CSCMP - CEO Perspectives on Supply Chain Disruption.pdf
Lee Clair Supply Chain Presentation to the Chief Housewares Executive Supersession
CHESS - Supply Chain Revolution.pdf
CHESS - Supply Chain Revolution.pdf
Lee Clair was recently a featured guest facilitator at BB&T Capital Markets Transportation Conference
BB&T - Transportation Conference Agenda.pdf
BB&T - International Shipping and Global Supply Chain Trends.pdf
BB&T - Innovation in Supply Chain IT.pdf
BB&T - Transportation Conference Agenda.pdf BB&T - International Shipping and Global Supply Chain Trends.pdf BB&T - Innovation in Supply Chain IT.pdf
Lecture at Northwestern University Transportation Center
Lee Clair and Steve Fox were guest lecturers at Northwestern University's Transportation Center Executive Education Series May 9-11, 2016.
eCommerce Trends - Northwestern University.pdf
Lee Clair and Steve Fox were guest lecturers at Northwestern University's Transportation Center Executive Education Series May 9-11, 2016.
eCommerce Trends - Northwestern University.pdf
