Transportation & Logistics

Our Transportation & Logistics Investment Banking Group has deep investment banking and c-suite experience in the industry, enabling us to execute creative transactions that maximize value.

Capstone-Partners-Transportation-and-Logistics-Investment-Banking

At a Glance

Capstone Partners’ Transportation & Logistics Investment Banking Team provides M&A, capital formation, and financial advisory services to middle market companies in the Transportation and Logistics industries. Our team consists of true industry specialists who understand the complex nature of freight cycles, the major industry trends impacting businesses, and nuances in positioning asset-intensive and asset-light companies. Our team draws on decades of experience as both bankers and logistics entrepreneurs to provide clients with access to the right strategic and financial buyers, real-time guidance on valuations, and in-depth sector research.

Areas of Focus

Asset-Light Logistics

  • Freight Brokerage
  • Middle & Last Mile Delivery
  • Reverse Logistics
  • Air & Ocean Freight Forwarding
  • Purchasing & Supply Chain Management
  • Transportation Management

Marine Services

  • Jones Act Shipping
  • Harbor Services, Terminals & Transloads
  • Dredging
  • Vessel Construction & Repair
  • General Marine Services

Warehousing & Fulfilment

  • E-Commerce Fulfillment
  • Cross Docking & Consolidation
  • Dedicated Warehousing
  • Public Warehousing
  • Temperature Controlled Warehousing

Logistics Technology

  • TMS & WMS
  • Supply Chain Visibility
  • Digital Freight Matching
  • Tracking, Telematics & Fleet Management
  • AI, ML & Predictive Analytics
  • Inventory & Fulfilment Management

Specialized Trucking

  • Liquid & Dry Bulk
  • Reefer
  • Flatbed & Heavy Haul
  • Hazmat
  • Intermodal/Drayage
  • LTL
  • Dedicated

Recent Transactions

See what our clients have to say:

The Capstone team did a fantastic job finding a great fit for Avenger even with all the Covid challenges in 2020. Just as I knew little about brokerage when I first started Avenger, I knew little about how to sell a company when we started down this path. Without Capstone's expert guidance I would have been bogged down with all the things involved to sell a complex company.

Don Godsey Founder, Avenger Logistics

What a great outcome, both for my family and for the company. Every deal like this is a journey. Our journey was made longer and more difficult by Covid, but the Capstone team was unwavering throughout. We very much appreciated their professional approach and personal commitment to getting a great result for our family.

Jim Mohead Founder, Inland Dredging

We have nothing but great things to say about the team at Capstone. We engaged the Transportation & Logistics team very early in order to help us gauge the market and to benchmark our performance as we prepared for a transaction. They were extremely helpful with providing guidance and analytics that refined our timing to market and overall strategy. We benefited greatly from their industry expertise and transaction experience.

Mark Mcintosh Partner and Chief Financial Officer, Apex Logistics Group

Contact Us

Want to learn more about the services we provide for owners, investors, and creditors of middle market Transportation & Logistics companies? Reach out to us today!