Operations due diligence for investors

 

​Investors turn to Fixlogistix for in-depth analysis through an "operations lens" across a range of scenarios, including operational due diligence (ODD) for mergers and acquisitions involving either brands and 3PLs, assessing post-merger impacts and operational synergies within supply chains, and field-testing technology concepts to validate their real-world effectiveness.

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logistics, The overlooked critical lever in value creation

 

Logistics is a critical lever in creating value in any acquisition or merger. 

Significant Cost Contribution:

Depending on the industry, supply chain costs range from 10% to over 20% of revenues.
 

High Potential for Savings:

Focused supply chain optimization and rationalization can reduce costs by up to 25%, more than double the typical savings from other operational improvements.

 

There seems to be no such thing as bringing supply chain and logistics into a merger and acquisition (M&A) process too early. The sooner, the better.

 

However, despite its significant cost impact and savings potential, logistics remains one of the most overlooked cost drivers in the M&A process. Mid-sized companies ($0.5–$5B revenue) rarely target operational efficiencies systematically, missing opportunities for value creation and competitive advantage.

 

Supply chains are often seen as mere execution tools rather than strategic assets. Yet, they are complex ecosystems shaped by evolving operational constraints. Unlocking their full potential requires deep expertise—something typically absent in private equity and hedge fund teams, where hands-on operational experience is not a core competency.

 

As a result, supply chain and logistics professionals are typically not involved in the early stages of the M&A process, leading to missed opportunities for rationalization, efficiency, and risk avoidance. This oversight often results in inaccurate projections, misinterpretation of synergies and scalability, and overstated or understated valuations.

 

Bringing in Fix Logistix

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Fix Logistix addresses this gap by assisting investors, venture capital (VC), private equity (PE), and/or mergers and acquisitions (M&A) teams in evaluating targets. These targets can be brands, distributors and manufacturers or logistics providers (especially warehousing and distribution).

We are industry insiders who have worked every aspect of logistics management, from driving forklifts to C-suite positions. Our established proven methodology leverages current methods and tools and we provide access to a large network of 3PLs, logistics technology providers and specialized subject matter experts.  

We add logistics focus, expertise and resources to collaborate with other professionals on your team. We enhance your due diligence effort by identifying and quantifying opportunities to optimize and improve network footprint, warehousing, fulfillment, transportation and inventory carrying cost.

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The primary focus of our investor engagements is pre-transaction, however, the comprehensive discovery needed for that, also lays the groundwork for logistics RFPs (warehousing, transportation and technology), contract (re)negotiation and implementation.   

 

PE Teams focused on 3PLs and Logistics Technology

 

While it slowed down a bit in 2024-2025, M&A activities in the logistics industry are still going strong and we continue to engage into analysis and due diligence efforts in this industry as well as around technologies supporting this industry. 

 

Coming from the logistics service provider industry, we bring decades of 1st hand experience in running, evaluating and fixing logistics operations in warehousing, drayage, air and ocean forwarding and domestic transportation. This experience translates directly to our due diligence efforts.

 

When you say logistics, you also say technology and logistics technology is hot. Investors are excited to engage but are sometimes in need for an operators perspective to separate real world effectiveness from the hype in the advertised value propositions.