top of page
Stack of Containers


Opportunities and Challenges:

The truckload and intermodal industries experienced e-commerce driven growth over the last decade. COVID caused a spike in demand for consumer goods, but post-COVID consumer spending has shifted back to services, in turn reducing the demand for truckload and intermodal transportation services. Labor shortages and risk of unionization by truck drivers and mechanics are an additional challenge but provide an opportunity to make existing workforces more efficient. Transition to electric vehicles (EVs) is another major challenge facing the industry that includes questions surrounding technological feasibility, financing of equipment, infrastructure required and regulatory burdens from federal and local governments. Despite challenges, opportunities to capitalize on nearshoring trends of industrial manufacturing from Asia to Mexico will benefit intermodal and truckload industries. The truckload and intermodal industries must invest in technology, improve operational efficiency, and diversify their services to remain competitive and meet the evolving needs of their customers.

Industry Sub-segments: 

  • Asset Based Full-Truckload

    • Dry Van​

    • Reefer

    • Flat-Bed

    • Tanker 

    • Specialized

  • Hybrid and Agent Based Full Truckload​

  • Non-Asset and Power Only Truckload Brokers

  • Intermodal ​

    • Intermodal Marketing Companies (Power Only)

    • Non-Asset Intermodal Brokerage 

    • Rail Roads

    • Transload Providers

Previous Experience: 

  • Extensive experience on buy-side and sell-side M&A due diligence for PE PortCo and public companies in the asset, hybrid, and non-asset based truckload and intermodal markets

  • Multiple network profitability studies across the entire truckload and intermodal space

  • Developed a library of specialized pricing tools that link network profitability to market price

  • Organic growth strategy development in commodity dry van and flatbed as well as specialized sub-sectors

  • Developed tuck-in acquisition criteria based on client's investment thesis including a target list

  • Fleet sizing, specification, financing, and MRO strategies for tractor and truck fleets

bottom of page