Cambridge Capital

Cambridge Capital founder predicts M&A resurgence in 2025

After a two-year freight recession and a drastic pullback in lending from private equity- and venture capital-backed firms investing in supply chain technology after the COVID pandemic, Benjamin Gordon, founder and managing partner of Cambridge Capital, says there’s been a resurgence in strategic mergers and acquisitions. 

Gordon and FreightWaves CEO Craig Fuller discussed current trends for the freight and logistics M&A market on Wednesday at FreightWaves’ F3: Future of Freight Festival.

Gordon...

https://www.freightwaves.com/news/cambridge-capital-founder-predicts-ma-resurgence-in-2025

Logistics M&A slower but opportunities still there

NEW YORK — Even in the midst of an almost historic freight recession, in which it seems almost every part of the supply chain — truckload, warehouses, brokerages — has taken a hit in valuations, deals did get done this year. 

Two recent confirmations of that beyond the usual anecdotal evidence: One, the monthly report of Logisyn Advisors reported 43 transactions in the logistics sector in November alone (down from 46 in August and apparently less than the number of deals in November 2022) and...

https://www.freightwaves.com/news/logistics-ma-slower-but-opportunities-still-there

Bootstrapped Boa Logistics receives majority investment from Cambridge Capital

Boa Logistics and its Flow Cold Storage have received a majority investment of an undisclosed amount from supply chain private equity firm Cambridge Capital.

Cambridge Capital’s CEO and managing partner, Benjamin Gordon, and principal Matt Smalley will join Boa’s board of directors, according to Thursday’s announcement. 

Gordon said Boa’s leadership team has built a unique offering for the cold chain market, an industry that Fortune Business Insights has projected to be worth $647.5 billion by...

https://www.freightwaves.com/news/bootstrapped-boa-logistics-receives-majority-investment-from-cambridge-capital

FOSC chat: A look at post-COVID e-commerce investing

Benjamin Gordon of Cambridge Capital

This fireside chat recap is from Day 2 of FreightWaves’ Future of Supply Chain live event in Rogers, Arkansas. For more information and content from the event, click here.

FIRESIDE CHAT TOPIC: What the post e-commerce boom looks like

DETAILS: A discussion with Cambridge Capital’s CEO on a potential shakeout from the surge in supply chain investing.

SPEAKER: Benjamin Gordon, CEO and managing partner at Cambridge Capital and BGSA Holdings

BIO: In 2010, Gordon founded Cambridge Capital, which invests...

https://www.freightwaves.com/news/fosc-chat-a-look-at-post-covid-e-commerce-investing

Byrd pecks away at European expansion with $56M series C

E-commerce fulfillment solution Byrd announced Tuesday it raised $56 million in a series C fundraising round led by supply chain investment firm Cambridge Capital with participation from Speedinvest, Mouro Capital, Elevator Ventures and previous shareholders to continue expanding its European footprint.

“E-commerce retailers are under ever more pressure from consumers to deliver as fast as possible, without charging for shipping. At the same time, the global supply chain crunch is putting...

https://www.freightwaves.com/news/bryd-pecks-away-at-european-expansion-with-56m-series-c

Everest Transportation holds fast amid Ukrainian chaos

Surrounded by extreme turmoil, Everest Transportation Systems continues to slug it out in Ukraine.

The Evanston, Illinois-based truckload broker, which launched operations in Ukraine more than five years ago, remains fully operational, according to Jake Elperin, Everest’s 36-year-old co-founder and CEO. The company has relocated most of its 155 Ukrainian employees to the western part of the country, which has not been affected by the fighting between Russian and Ukrainian forces. Some employees...

https://www.freightwaves.com/news/everest-transportation-keeps-calm-amid-ukrainian-chaos

Open letter to supply chain leaders: Ukraine needs humanitarian relief

This commentary was written by Benjamin Gordon, managing partner at Cambridge Capital.

Dear fellow supply chain leader,

There are moments in history that we all remember: Nov. 22, 1963, when President Kennedy was assassinated. Dec. 25, 1991, when the Soviet hammer and sickle flag lowered for the last time and President Gorbachev resigned. Sept. 11, 2001, when America was attacked by al-Qaeda, and Osama bin Laden’s terrorists hijacked four planes and killed 3,000 people.

I believe we’re again...

https://www.freightwaves.com/news/open-letter-to-supply-chain-leaders-ukraine-needs-humanitarian-relief

Meet the Investor: Ben Gordon inspired by scrappy underdogs and curious billionaires

FreightWaves’ Meet the Investor series delves into the stories behind the industry’s biggest investments, the individuals who manage them and the lessons they learned along the way.

Ben Gordon, the founder and managing partner of Cambridge Capital, has spent his career investing in and advising supply chain companies, ranging from some of the largest global logistics providers to e-commerce startups.

While his younger self was passionate about civic leadership, he realized the impact that...

https://www.freightwaves.com/news/meet-the-investor-ben-gordon-inspired-by-scrappy-underdogs-and-curious-billionaires

Los banqueros ‘nunca habían visto un mercado más fuerte’ para la logística de terceros (3PLs)

El mercado para la compra y venta de proveedores logísticos a terceros y corredores de carga está al rojo vivo, según los banqueros de inversión de Capstone Partners, Burke Smith y Nathan Feldman. 

Las tarifas de todos los sistemas de transporte aumentaron rápidamente en el último año, intensificando el poder de ganancias de 3PLs y haciéndolos objetivos más atractivos. Pero los compradores – especialmente las empresas de capital privado – también están pagando más por esas ganancias,...

https://www.freightwaves.com/news/bankers-have-never-seen-a-stronger-sellers-market-for-3pls

Bankers have ‘never seen a stronger seller’s market’ for 3PLs

Buyers look for differentiation in an expensive field

The market for buying and selling third-party logistics providers and freight brokerages is red hot, according to Capstone Partners investment bankers Burke Smith and Nathan Feldman.

Rates for all modes of transportation rose quickly over the past year, pushing up 3PLs’ earnings power and making them more attractive targets. But buyers — especially private equity firms — are also paying more for those earnings, especially for larger...

https://www.freightwaves.com/news/bankers-have-never-seen-a-stronger-sellers-market-for-3pls

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