Fulfill Mergers & Acquisitions

Livingstone Partners is a Chicago-based investment banking firm founded in 2007 that specializes in middle-market mergers and acquisitions and debt advisory services. With a team of 110 professionals, the firm has established itself as a trusted advisor for companies in the logistics and supply chain sector, providing comprehensive financial advisory services to facilitate growth, transitions, and strategic transformations. The company's expertise spans sell-side and buy-side M&A transactions, as well as sophisticated debt structuring solutions. What sets Livingstone Partners apart is their deep understanding of the logistics and 3PL industry dynamics, combined with their ability to structure complex transactions that maximize value for all stakeholders. Their proven track record includes successfully guiding numerous logistics companies through strategic exits, facilitating platform acquisitions for growth-oriented buyers, and securing optimal financing solutions through their extensive network of private debt providers. The firm's aligned incentive structure ensures that client success remains the primary focus throughout every engagement.

TransDigm Group

Mergers & Acquisitions (M&A)

TransDigm Group is a leading designer, manufacturer, and supplier of highly-engineered aerospace components and systems that are critical to commercial and military aircraft operations. Founded in 1993 and headquartered in Cleveland, Ohio, the company has built a portfolio of proprietary products through strategic acquisitions and organic growth, serving original equipment manufacturers (OEMs) and the global aerospace aftermarket. With over 16,500 employees worldwide, TransDigm operates through multiple subsidiaries that specialize in mission-critical components including actuators, ignition systems, power conditioning devices, specialized pumps, valves, and cockpit security components. What sets TransDigm apart is their value-based operating strategy that focuses on highly-engineered, proprietary products with significant barriers to entry and substantial aftermarket revenue streams. The company's disciplined acquisition approach targets businesses with strong market positions in niche aerospace applications, allowing them to maintain premium pricing while delivering exceptional reliability and performance. Their products are essential for aircraft safety and operation, creating long-term partnerships with major aerospace manufacturers and operators globally.

Greenbriar Equity is a Greenwich-based private equity firm founded in 1999 that specializes in growth capital investments across various sectors, including logistics and supply chain technology. With 37 employees and over two decades of investment experience, Greenbriar focuses on partnering with management teams of established companies that are positioned to capitalize on significant growth opportunities. The firm brings domain expertise and an extensive network to help accelerate portfolio company growth while maintaining a partnership-focused, risk-sensitive investment approach. What sets Greenbriar apart in the 3PL and logistics technology space is their commitment to working closely with passionate, well-aligned management teams to execute specific value creation plans. Rather than simply providing capital, Greenbriar acts as a strategic partner, leveraging their industry knowledge and connections to help logistics and technology companies scale operations, expand market reach, and enhance their competitive positioning in the rapidly evolving supply chain landscape.

DAK Transportation is an Addison, Illinois-based freight transportation company specializing in comprehensive trucking solutions across the continental United States. With a team of 11-50 employees and a focus on professional driver management, DAK offers three core service lines: long-haul transportation from coast to coast, short-haul same-day delivery services, and dedicated fleet solutions for businesses requiring consistent logistics support. What sets DAK Transportation apart is their commitment to driver satisfaction and customer service excellence. Their professional driver managers ensure that drivers maintain work-life balance while meeting stringent delivery standards, creating a reliable foundation for customer freight needs. The company particularly excels in serving manufacturers who require multiple same-day pickups and deliveries to maintain production line efficiency, while also providing dedicated fleet services for businesses with ongoing transportation requirements.

Matrix Capital Markets

Mergers & Acquisitions (M&A)

Matrix Capital Markets is a Richmond, Virginia-based investment banking and financial advisory firm that has been serving the logistics and supply chain industry since 1988. With over three decades of experience and a focused team of 50 professionals, Matrix specializes in mergers and acquisitions, capital advisory services, and business valuation for companies across the 3PL ecosystem. Their deep understanding of the logistics sector enables them to provide strategic financial guidance during critical business transitions, from growth capital raises to complete ownership transfers. What sets Matrix apart in the logistics space is their comprehensive approach to financial advisory services, combining M&A expertise with sophisticated valuation capabilities and capital markets knowledge. They work with 3PL operators, logistics technology companies, freight brokers, and supply chain service providers to navigate complex financial transactions, whether seeking growth capital, planning exit strategies, or evaluating acquisition opportunities. Their experience spans the full spectrum of logistics subsectors, making them a trusted advisor for companies looking to scale, consolidate, or optimize their capital structure in an increasingly competitive marketplace.

Stifel

Mergers & Acquisitions (M&A)

Stifel is a century-old financial services powerhouse founded in 1890 and headquartered in St. Louis, Missouri. With over 9,000 employees, the firm has built a reputation as a trusted financial advisor, providing comprehensive wealth management, investment banking, and advisory services to individuals, families, institutions, and corporations. What sets Stifel apart is their commitment to building long-term relationships as trusted advisors, offering personalized guidance and clarity to help clients navigate complex financial landscapes. While Stifel operates primarily in traditional financial services rather than logistics technology, their expertise in mergers and acquisitions, capital markets, and corporate finance makes them valuable partners for 3PL companies and logistics enterprises seeking financial advisory services, growth capital, strategic acquisitions, or public offerings. Their deep industry knowledge and relationship-focused approach has made them go-to advisors for companies looking to scale, optimize capital structure, or execute strategic transactions in the evolving logistics and supply chain sector.