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.

PDF icon 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.

PDF icon TandLA - Creating Value in Specialty Distribution.pdf
Steve Fox Railway Age NextGen Presentation March 12, 2019

PDF icon TandLA RWA NextGen 2019 03 12.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.

PDF icon 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.
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.
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.

PDF icon TD Securities - Clair TandLA - eCommerce.pdf
Private Equity Plays a Significant Role at TandLA

PDF icon Private Equity at TandLA.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.

PDF icon 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.

PDF icon How to Beat the High Cost of Shipping.pdf
Lee Clair Extended Freight Update Presentation to Manufacturers Alliance for Productivity and Innovation (MAPI)

PDF icon TandLA - Extended Freight Update 2018-10-12.pdf
Lee Clair Truckload Freight Update Presentation to Manufacturers Alliance for Productivity and Innovation (MAPI)

PDF icon TandLA - Truckload Freight Update 2018-03-15.pdf
Lee Clair Rail Growth Strategy Presentation to Stifel

PDF icon Stifel - Rail Growth Strategy Slides.pdf
PDF icon Stifel - Rail Growth Strategy Transcript.pdf
Lee Clair Trucking Market Trends Presentation to Intermodal Association of North America (IANA)

PDF icon IANA - Trucking Market Trends.pdf
Lee Clair Multimodal Supply Chain Panel at eyefortransport's 15th annual Supply Chain Summit

PDF icon eyefortransport - Multimodal Supply Chains.pdf
Lee Clair Supply Chain Disruption Panel Discussion at CSCMP

PDF icon CSCMP - CEO Perspectives on Supply Chain Disruption.pdf
Lee Clair Supply Chain Presentation to the Chief Housewares Executive Supersession

PDF icon CHESS - Supply Chain Revolution.pdf
Lee Clair was recently a featured guest facilitator at BB&T Capital Markets Transportation Conference

PDF icon BB&T - Transportation Conference Agenda.pdf
PDF icon BB&T - International Shipping and Global Supply Chain Trends.pdf
PDF icon 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.

PDF icon eCommerce Trends - Northwestern University.pdf