The Transportation & Logistics Group initiates, structures, and negotiates mergers, acquisitions, and divestitures as well as raises equity and debt in the public and private capital markets. Our deep transportation and logistics industry knowledge and global relationships, coupled with our extensive transaction experience, drives market-leading outcomes for our clients. The team focuses on serving global asset-based and non-asset-based 3PLs, including air and ocean freight forwarders, transportation management services providers, and value-added warehousing and distribution companies as well as truckload and less-than-truckload carriers, railroads, and air cargo companies.
Our understanding of company and industry-specific deal dynamics enables our team to execute custom-designed processes and realize superior transaction terms. We also distinguish ourselves by our emphasis on providing significant senior level resources throughout transaction processes. Most of our clients our closely held private companies with little if any institutional capital, and require the hands-on, relationship approach our firm prides itself on.
Sub-Sectors
- Third Party Logistics and Fourth Party Logistics
- Trucking, Truck Brokerage, Rail, Intermodal
- Warehousing
- Marine
- Supply Chain Management & Logistics
- Software and Technology
“The team at Helm Capital navigated a complex transaction with an outcome that far exceeded expectations. They earned our trust by consistently solving problems, going to mat when needed, and ultimately got it done..”
Services
- Capital Raising
- M&A
- Growth via Acquisition
Transaction Case Study
Management Buy-out of Third Party Logistics Provider
Company Description
The company is a $300M third party logistics provider (3PL) for complex projects overseeing and contracting for capex transportation.
Transaction
Advising the management team of a business unit within the company in carving out their department and financing its purchase with minimal dilution.
Results
Using a creative but simple solution, the Helm Team executed a deal that allowed the Management Team to acquire and maintain 85% of the equity of the business. Importantly, the transaction was kept confidential without disrupting operation of the business nor jeapordizing reputation within the industry.