Summary
Buy-side advisory for a third-party logistics company seeking to acquire a complementary business to rebalance its freight mix and reduce concentration risk.
Key Details
- Transaction Type : Buy-Side
- Industry : Third-Party Logistics Company
Background
We represented a logistics company seeking to rebalance its revenue mix. The business had a disproportionate concentration of inbound freight from the Far East and wanted to acquire a complementary company with a more domestic or export-oriented profile.
The objective was to create a more balanced and resilient combined operation.
Our Action
We worked closely with the client to define an acquisition profile and identify potential targets through industry associations, port networks, and professional relationships.
After evaluating multiple opportunities over an extended period, we revisited a prospect who had previously turned us down. Timing had changed, and the seller was now open to a transaction.
We structured a transaction that included a combination of bank financing and seller participation, aligning incentives between both parties.
Results
The acquisition was completed with a strong strategic fit.
The combined business achieved improved freight balance, reduced concentration risk, and created a more stable operating platform. The transaction also enabled one partner to exit while allowing the other to remain involved, meeting both financial and personal objectives.
