Catherine Synan No Comments

Boutique Investment Bank vs. Business Broker

In the transportation and logistics market we are constantly coming up against the tranditional local Business Broker as competition. It is important to distinguish the difference between a Boutique Investment Bank and a Business Broker. Lets start with the most obvious differences:

Finra Licensing allows for securtiies transactions (IE: a stock sale) and insures the seller of a clean background check for the I-Banker.

Private Equity experience is typically much stronger.

Research on the Transportation and Logistics space is stressed nationally.

After the sale services: a. Asset Management, Trust planning, succession planning utilizing a world wide top 10 Investment Bank, Royal Bank of Canada “RBC”

Rarely do we charge upfront fees due to our confidence in completing the transaction.

Catherine Synan No Comments

Trucking Industry Coverage

Our recent coverage has been focused on the bulk transport side of the business in areas as Food Grade, Chemical and basic sand and gravel. We look nationally for sellers and have developed an extensive database of buyers. In certain instances we will negotiate the LOI for our own investment,

Catherine Synan No Comments

Trucking M&A

By all measures M&A activity in the transport industry appears to be very high. We are seeing numerous buyers at different levels from the Private Equity Funds, Large Strategic buyers and the small and large family owned transport companies.

Bulk transport, whether its food grade, chemical or basic sand and gravel, is desirable.