Due dilligence
. Why PE Chooses Fix Logistix The Elevator Pitch: ✔ Deep operator experience you can’t find in typical diligence teams ✔ Fast, pragmatic, actionable insights—even with limited data ✔ Sharp cost-to-serve and synergy quantification ✔ Independent, execution-ready recommendations ✔ Proven methodology designed for deal-timeline pressure Fix Logistix helps investors make decisions with confidence, grounded in real operational logistics and supply chain economics, not quick assumptions. Get the full story below. .
Operations due diligence for private Equity and M&A Investors
​Unlock real operational economics, validate synergies, and avoid valuation surprises.
When evaluating an acquisition target, supply chain and logistics are often the largest controllable value-creation levers, yet they remain among the most misunderstood during transaction processes. Most deals include financial, commercial, legal, and technology diligence. Operational and supply chain diligence often comes too late or is limited to surface-level assumptions.
That creates risk and it leaves significant value on the table.
Across industry benchmarks, up to 75% of companies still have 10–20% cost-improvement headroom, translating to a 30–100% increase in net profit when optimized. Misjudging logistics costs, scalability limits, network constraints, or working-capital exposure can materially distort EBITDA, synergy forecasts, and deal valuations.
Proper logistics and supply chain operations due diligence
Operations due diligence ensures investors base decisions on real operational economics, not optimistic assumptions "someone" plugged in to a spreadsheet. We look at:
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True scalability and capacity
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Network and 3PL constraints
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Working capital locked up in inventory
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Transportation and parcel cost structures
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WMS/TMS/OMS limitations and gaps
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Realistic synergy opportunities (and the ones that won’t materialize)
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Operational risks that influence valuation and integration
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This is where our operator heritage matters. We’ve run these operations. We’ve fixed them. We’ve scaled them. We know what is feasible and what isn’t. It ensures investment decisions are based on realistic, executable numbers, not high level assumptions.
Why Private Equity Brings in Fix Logistix
Operator-level insight. Investor-grade clarity. Deal-timeline speed.
Fix Logistix supports private equity, hedge funds, and M&A advisors with deep, hands-on supply chain and logistics expertise that complements financial and commercial diligence.
We bring:
A pragmatic, investor-focused operational assessment.
We quantify opportunities across warehousing, transportation, inventory, working capital, network footprint, and 3PL performance.
Real-world “operator’s lens” insight
Our team has decades of experience running, fixing, scaling, and transforming supply chains—not just analyzing them. This gives investors a practical understanding of what is actually achievable, how fast, and at what investment level.
Adaptable methodology for imperfect diligence data
Data during M&A is rarely complete. Fix Logistix is specialized in extracting clarity from messy, inconsistent, or limited operational data. You still get a clear view of risks, synergies, and value creation levers.
Access to industry networks and benchmarks
We leverage our network of 3PLs, logistics technology providers, and operational SMEs to validate feasibility, costs, and timelines.
Our Fix Logistix Supply Chain Review is the foundation for our operations due diligence framework, tailored for each deal and timeline.
Supply Chain Due Diligence for PE
What We Evaluate in Supply Chain & Logistics Due Diligence
We focus on the operational levers that most influence deal value and post-close performance. We look at the entire operational backbone that drives EBITDA, working capital, customer experience, and scalability.
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1. Network & Footprint
Is the footprint efficient? Scalable? Too expensive? Underbuilt?
We evaluate capacity, location strategy, 3PL dependencies, and last but not least, how they impact transportation and other costs.
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2. Warehousing & Fulfillment
We benchmark productivity, labor models, layout, racking, throughput, and service reliability. All this through the eyes of people who’ve actually run warehouses.
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3. Transportation & Distribution
We break down cost-to-serve, carrier mix, inbound/outbound flows, parcel strategies, benchmark against industry performance and freight exposure.
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4. Inventory & Working Capital
We assess demand planning, replenishment, stock levels, inventory turnover, and the capital tied up in operational inefficiencies.
5. Technology & Systems (WMS, TMS, OMS)
We separate real system capability from workarounds, wish lists, and vendor hype.
6. Synergy & Risk Assessment
We quantify operational upside and the practical reality of achieving it, and we highlight risks that standard diligence often overlooks.
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This operator-led evaluation gives investors a grounded understanding of what’s real, what’s possible, and what’s at risk.
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Support for Investors Evaluating 3PLs & Logistics Technology
3PL, Distribution, Transportation Companies
Most 3PLs look healthy from the outside, but many hide structural issues that PE teams struggle to see in a short due-diligence window. Nearly a third of U.S. warehouse providers are unprofitable or at risk of sliding down to that. Reasons can include exposure from poor or missing contracts, underpriced services, wage-driven margin erosion, dated processes, weak productivity controls, and customer portfolios that quietly drain EBITDA. These problems don’t show up cleanly in data rooms or management presentations.
As logistics specialists with real operating experience and providers of 3PL support services, Fix Logistix can quickly cut through the noise and validating pricing, cost-to-serve, labor productivity, WMS/TMS utilization, contract risk, and operational leadership. This gives investors a clear, early view of true performance, downside risks, and value-creation levers before they commit capital.
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Logistics and Supply Chain Technology
​Where there is logistics, there is technology and logistics tech remains a hot investment category. Fueled by the AI hype, investors are eager to participate but often need an operator’s grounded, hype sceptic perspective to distinguish real, deployable effectiveness from marketing hype.
Leveraging our experience with Logistics Technology, we help PE teams understand what truly works in practice versus what simply sounds good in a pitch deck.
Phased Private Equity ODD Approach
Phase 1: Alignment & Discovery (1-5 Days)
Deliverable: Initial findings summary + ODD plan and timeline
. - Investment thesis - Critical focus areas - Target profile and data availability - Preliminary risks and assumptions
Phase 2: Operations Due Diligence (1-3 Weeks)
Deliverable: insights are categorized by risk, reward, payback, and level of disruption, enabling informed investment committee discussions.
. - Baseline cost-to-serve and operational cost structure - Benchmarking against industry best practices - Identification of operational risks - Quantified synergy opportunities - Assessment of scalability and future-state readiness - Practical, actionable recommendations - Red-flag risks needing TSA, integration, or post-close investment
. - Rapid execution of synergy plans - Optimization of warehouse, transportation, or network strategy - Execution of technology, 3PL, or transportation RFPs - Supplier renegotiations - Stabilization of underperforming operations - Development of execution roadmaps and KPIs.
Phase 3: Post-Transaction Value Creation Support
While our primary focus is pre-transaction diligence, many investors retain Fix Logistix post-close to ensure delivery of the solutions proposed.
We don’t just hand you a report—we help deliver the outcomes.