Private Equity
We have assisted private equity clients through dozens of projects related to transportation and logistics, including 3PLs, carriers, technology providers, warehousing providers, equipment suppliers, port terminal operators, eFulfillment providers, and brokers. We have also assisted private equity clients in understanding the supply chain issues for their manufacturing and distributing investment companies.
Acquisition Diligence
- Market sizing and growth
- Competitive assessment and target competitive positioning
- Target customer satisfaction
- Customer unmet needs
- Growth opportunities (organic and add-on acquisition)
- Capital plan validation
- Operations and technology assessments
Pre-Bid Advisory
- Industry and competitive overview and assessment
- Target selection
- Valuation assistance
Post-Acquisition Strategy
- Organic growth planning
- Potential new services
- Selling strategies – target segments and value propositions
- Potential add-on acquisitions
- Productivity improvement, cost take-out
- Investment strategy
Pre-Sale Advisory
- Sell-side market assessment and company report
- Understand value to strategic buyers
- Financial trade-off of options to position for strategic buyers
- Assessment of options for achieving scale
Related Viewpoints: Featured Articles
Unlocking Shareholder Value: Mastering the Supply Chain
TandLA’s Lee Clair and Steve Fox had an article published in Supply Chain Management Review on how supply chains can increase shareholder and equity value for mid-cap companies.
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.
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…
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Related Case Studies
PE Acquisition
Private Equity client was considering acquring a trucking services company. Client needed a better understanding of market size and growth for service offered, how the target acquisition company added value to its customers, and competitive positioning.
Read Case StudyPost Acquisition Growth Strategy
Private equity client and their newly acquired transportation company wanted to develop a growth strategy. Based upon our industry knowledge, contacts, and given that we had performed the market and competitive acquisition diligence we were asked to assist in the process.
Read Case Study
TandLA 