Matters Graph Sector Coverage

Transportation and Logistics

Planes, trains and automobiles. Transportation and Logistics carries goods and people in industries that range from highly consolidated (airlines) to highly fragmented (freight brokerage) and everything in between.

Logistics—freight carriers; freight brokerage; fleet services; last-mile logistics; transportation tech; etc.—can evolve rapidly, and customer expectations and cost structures can shift quickly. Getting the commercial due diligence right requires excellence in Voice of “Customer” interviews with a wide array of potential stakeholders: shippers, 3PLs, fleet managers, procurement and logistics leads; channels; transit authorities and more—to understand how decisions are shaped and influenced.

Matters Graph has worked in all modes of transportation and logistics—rail; trucking; auto; virtual delivery; couriers; carriers; charter airlines; private aviation; and more. We have worked on fleets, brokers, software providers, maintenance terminals, fueling stations, scooters, and even paper delivery (among 100s of other niches). The diversity and specificity of logistics and transportation options speaks to the innovation and competitiveness of this industry—and that diversity also offers investments that appeal across a wide range of strategies. Matters Graph has served diversely here: two of the top three global infrastructure funds; major industrials buy-out funds/teams; boutique logistics software start-ups; several of the largest growth equity firms; and more. Ensuring that asset risk and return profiles are the right fit to the strategy is a key element of the Commercial Due Diligence—and Matters Graph has the experience and expertise to deliver it.

Recent Transportation project examples include (for details on GRAPH diligence exercises that are covered by PitchBook, click on the PitchBook icons below to view deal details):

Vehicles (multi-modal) and Parts

  • Ambulance vehicle OEM
  • Automotive components
  • Automotive parts retail
  • Automotive prognostic and diagnostic software
  • Automotive and trucking first fill and replacement fluids
  • Business jet MRO
  • Commercial aircraft engines and systems
  • Heavy duty trucks
  • Marine safety equipment and services
  • Safety restraint sensors and systems for automotive and heavy duty transport vehicles
  • Vehicle parts distribution services

Transportation Platforms and Systems

  • Automated traffic enforcement
  • Centralized reservation data services
  • Cold chain track and trace service
  • Commercial airport airside operations technology and solutions
  • Vehicle telematics

Transportation and Logistics Services

  • Automotive repair and maintenance
  • Bulk liquid chemical roadway transport
  • Cargo aircraft leasing services
  • Class I, Class II, shortline railroad, transit management services
  • Cold storage warehousing
  • Contracted school buses
  • Dedicated carrier transport and multi-modal logistics services
  • Distribution and warehousing
  • Last mile logistics and delivery services
  • Logistics support management software
  • Material handling equipment and materials
  • Parcel distribution services
  • Paved roads and bridges maintenance-related services
  • Petro chem transport distribution
  • Private aviation fixed base operator (FBO)
  • Residential moving and storage
  • Shortline railroad
  • Truck and trailer rental and leasing

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