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Opportunities and Challenges:

The expedited and LTL freight market is the connective tissue of the industrial manufacturing and wholesale distribution supply chain. Increasingly, it also plays an important role in the fragmenting omni-channel retail supply chain. These shipments are too heavy and/or large for small package sort systems and must be handled using forklifts and specialized handling equipment. LTL industry supply growth has been limited over the last decade as the industry consolidates, e-commerce wholesale demand grows and carriers have limited terminal dock door capacity growth. Covid compounded these constraints with demand volatility, rapid growth in port rescue freight and labor shortages. Long term, expedited and LTL freight demand will grow due to industrial manufacturing demand volatility caused by electrical vehicle transition, off-shoring in China to near shoring in Mexico and new growth in chemical and plastics product manufacturing enabled by fracking and new plant expansion in Midwest. 

Industry Sub-segments: 

  • Expedited air and ground delivery with on-demand aircraft and dedicated trucks

  • Expedited LTL services using specialized carriers for national networks, regional and long haul lanes

  • Pooled Distribution 

  • National LTL carriers

  • Regional LTL carriers

  • Specialized LTL carriers serving specific shipper segments with specialized equipment

Previous Experience: 

  • Buy side M&A in all sectors of expedited and LTL subsegments

  • Sell side next investors in all air, ground and LTL segments

  • Network profitability and full potential assessment for private equity owned expedited LTL carrier

  • Network profitability and company full potential assessment Taft-Hartley joint management-labor commitment advisory 

  • LTL network terminal footprint, hub location and line-haul optimization 

  • Shipper strategic procurement of expedited freight and LTL services 

  • Technology strategy and data engineering assessment 

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