In this episode, host Karl Siebrecht speaks with Ben Gordon, Founder & Managing Partner, Cambridge Capital, about the current state of logistics and supply chain consolidation. Ben shares his perspective on the post-freight recession rebound, the increasing appetite for M&A, and the capital market factors influencing deal activity. He also highlights emerging trends in AI-driven logistics, the importance of post-merger integration, and predictions for the industry's future, including supply chain software consolidation and domestic manufacturing growth.

Key topics discussed:

• How the logistics industry is rebounding from the worst freight recession in history, and the signals pointing to a surge in M&A activity.
• With capital markets increasingly focused on supply chain investments, what’s driving shifts in valuations, and how strategic consolidations are shaping the future of logistics.
• Which areas of logistics and supply chain technology—such as global trade management software and AI-driven solutions—are becoming prime targets for M&A, and why investors are paying close attention.
• The critical factors that make or break a successful M&A deal, and what lessons can be learned from industry leaders about integrating teams, maintaining culture, and driving long-term value.

In this episode, host Karl Siebrecht speaks with Ben Gordon, Founder & Managing Partner, Cambridge Capital, about the current state of logistics and supply chain consolidation. Ben shares his perspective on the post-freight recession rebound, the increasing appetite for M&A, and the capital market factors influencing deal activity. He also highlights emerging trends in AI-driven logistics, the importance of post-merger integration, and predictions for the industry's future, including supply chain software consolidation and domestic manufacturing growth.

Key topics discussed:

• How the logistics industry is rebounding from the worst freight recession in history, and the signals pointing to a surge in M&A activity.
• With capital markets increasingly focused on supply chain investments, what’s driving shifts in valuations, and how strategic consolidations are shaping the future of logistics.
• Which areas of logistics and supply chain technology—such as global trade management software and AI-driven solutions—are becoming prime targets for M&A, and why investors are paying close attention.
• The critical factors that make or break a successful M&A deal, and what lessons can be learned from industry leaders about integrating teams, maintaining culture, and driving long-term value.

Karl Siebrecht and Ben Dean speak with two seasoned supply chain experts, Bob Spieth and Jeff Sexstone, about the essential factors for success in 3PL warehousing. Bob Spieth, Executive Advisor, Advent International, shares his experiences in growing logistics businesses, emphasizing the importance of people, technology, process management, and disciplined new business practices. Jeff Sexstone, a Partner at Kearney, discusses how shippers can structure and manage 3PL partnerships effectively, highlighting the evolving role of technology, automation, and governance in logistics. Together, they provide a comprehensive look at how 3PL providers and their clients can foster strong, resilient partnerships in a rapidly changing industry.

Key topics discussed:

• The four key pillars of 3PL success: people, technology, process management, and disciplined new business execution.
• The evolving role of technology in 3PL operations, including automation, visibility tools, and customer-facing digital interfaces.
• The importance of structuring strong 3PL contracts and governance models to align incentives and ensure long-term success.
• How external factors like inflation, geopolitical disruptions, and changing customer expectations are reshaping 3PL relationships and strategies.

Karl Siebrecht and Ben Dean reflect on the predictions shared by their expert guests throughout the season, focusing on what the future may hold for supply chains over the next three to five years. Organized around three main themes—geopolitics, emerging technologies, and how advancements in technology can enable greater flexibility, precision and efficiency in supply chains—Karl and Ben discuss topics such as nearshoring trends, the impact of automation and data visibility, and how supply chain professionals can better navigate an increasingly uncertain global environment.

Key Topics Discussed

• The increasing role of geopolitics, including how trade policies and shifting alliances are influencing nearshoring and global supply chain strategies.
• The importance of technology, such as data visibility and orchestration, in building resilient and efficient supply chains.
• Predictions around shifting inventory management practices, automation, and flexible contract structures to improve supply chain execution.
• The rising focus on disaster recovery planning in response to catastrophic weather events.

Karl Siebrecht and Ben Dean examine supply chain resilience, discussing its critical importance in mitigating risks and driving business value. They are joined by Geraint John, VP of Research at Zero100, who explains the shifting focus on resilience from the pre-COVID era to today, highlighting how enterprises can adopt both defensive and offensive strategies to adapt to disruptions and seize growth opportunities. He also emphasizes the role of technology, talent, and infrastructure in creating agile and resilient supply chains that go beyond risk management to support long-term success.

Key Topics Discussed:

• The evolution of supply chain resilience from a cost-center approach to a strategic priority, particularly during and after COVID-19.
• Definitions and strategies for resilience on defense (risk mitigation) versus resilience on offense (value creation and growth).
• The role of advanced technologies, such as AI, in enabling visibility, monitoring, and simulation to address disruptions proactively.
• Insights into ROI for supply chain resilience investments, emphasizing cost avoidance, sales enablement, and superior financial performance indicators.

Additional Resources:

Follow Geraint John on LinkedIn

In this episode, hosts Karl Siebrecht and Ben Dean engage with Diane Randolph, a retired CIO and Retail Technology Executive, and Jonathan Salama, Co-Founder and CEO of Transfix.io, to discuss the evolving landscape of supply chain technology. Diane shares insights from her extensive experience in retail, emphasizing the importance of digitization, end-to-end supply chain visibility, and balancing competing goals like cost, speed, and sustainability. Jonathan provides a perspective from the transportation side, illustrating how automation and data-driven tools enable faster, more adaptive supply chains while preserving critical human relationships.

Key topics discussed

• The impact of digitization on supply chain efficiency, cost management, and sustainability.
• The challenges of integrating new technologies with legacy systems in supply chain operations.
• The role of automation and AI in reducing human error, optimizing processes, and improving decision-making.
• The importance of people and relationships in maintaining operational excellence alongside technological innovation.

Additional Resources:

Follow Diane Randolph on LinkedIn

Follow Jonathan Salama on LinkedIn

Karl Siebrecht and Ben Dean explore the challenges and strategies for navigating supply chain uncertainties. Kris Ferreira, an Associate Professor at Harvard Business School, discusses the role of algorithmic decision-making in improving supply chain predictions, while Rick Watson, CEO and Founder of RMW Commerce, shares insights on managing market, global, and workforce uncertainties and the critical need for agility in modern supply chains.

Key topics discussed:

• When and how to use AI tools effectively and their integration with human expertise in reducing uncertainty.
• The challenges of sharing data across supply chain nodes and its impact on overall optimization.
• How time horizons affect the accuracy and applicability of demand forecasting models.
• The shift towards agility and resilience as core principles for navigating supply chain disruptions.

Additional Resources:

Follow Kris Ferreira on LinkedIn

Follow Rick Watson on LinkedIn

Karl Siebrecht and Ben Dean explore the evolving landscape of last-mile delivery, highlighting the impact of consumer expectations and technological advancements. They are joined by Nate Skiver, Founder of LPF Spend Management, who shares insights into the demand side and evolution of parcel services, and Bill Catania, the CEO of OneRail, who discusses how technology is helping retailers streamline their last-mile delivery solutions and optimize operations for both shippers and carriers.

Key topics discussed:

• Challenges and opportunities in last-mile delivery, including the shift from traditional delivery models to carrier diversification for maximizing efficiency
• The influence of Amazon and Walmart on consumer demand and expectations for faster, more reliable delivery
• How retailers are adapting their strategies to meet the rising demand for same-day and next-day services
• The role of AI and technology in optimizing delivery routes, predicting supply and demand, and driving business growth and innovation

Additional Resources:

Follow Nate Skiver on LinkedIn

Follow Bill Catania on LinkedIn

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