Our Services

Due Diligence

Are you looking to acquire a company and seeking outside input? Interested in benchmarking the target’s performance?
Looking for valuation guidance?

BGSA Holdings LLC can help. As the most active advisor in supply chain due diligence, we can assist you with:

• Strategic Valuation Assessment – what is our preliminary view of valuation, the key drivers, the risk factors, and their impact?
• Customer Satisfaction and Market Reputation Audit – how strong is the company in the eyes of current customers?
• Competitive Benchmarking – who are the company’s top competitors, and how do they compare?
• Financial Assessment – what is the company’s quality of earnings and growth potential going forward?

Investment Banking

BGSA Holdings LLC is the leading investment bank offering corporate finance services to the supply chain and logistics sector. Our key areas of expertise are:

• 3PL and 4PL
• Asset-based and asset-light
• Maritime transportation
• LTL/FTL
• Intermodal
• Air freight
• Transportation
• Warehousing

Sell-Side / Merger

As the sell-side advisor responsible for some of the most noteworthy premiums in the logistics, supply chain and transportation sector, BGSA Holdings LLC draws on decades of M&A expertise to maximize value for our clients. We assist our clients with:

• Your Goals – We inquire with owners, management teams and boards what the ultimate objectives of a sale are, and set out to define a sell-side process to maximize those goals
• Valuation – We provide a preliminary analysis of value ranges based on our deep knowledge of the supply chain and transportation sector
• Strategic Positioning – BGSA Holdings LLC helps highlight key aspects of your business that buyers will find compelling and valuable
• Buyer Selection – Based on your goals, and the characteristics of your company, we dissect the industry’s ecosystem to develop a “buyer universe” of strategic and financial acquirors that would be ideal for your company
• Deal Execution – We run a smooth and efficient process to maximize the chances of a successful sale in a timely fashion
• Negotiations Process – Decades of M&A experience enable us to assist you in negotiating transaction terms that are favorable and maximize value
• Transaction Structuring – We use our deep transactional experience to help you navigate a transaction with creative structures to maximize value
• Transaction Closing – We coordinate with all of our clients’ advisors, and help control the process to maximize the chances of a successful transaction closing

Buy-Side / Acquisition

BGSA Holdings LLC is the leading buy-side advisor to supply chain and logistics companies through a broad range of buy-side services:

• Target Prioritization – We help establish the proper acquisition criteria, and prioritize target characteristics against your strategic objectives
• Target Development – Through our deep network of logistics and supply chain companies and our market intelligence, we help our clients develop a target list of acquisition candidates based on established criteria
• Negotiation Process – Decades of M&A experience enable us to assist you in negotiating transaction terms that are favorable and maximize value
• Due Diligence – We participate in the diligence process alongside our client with our most senior bankers, taking a deep dive into those strategic and value components of the target to ensure they withstand scrutiny
• Transaction Closing – We coordinate with all of our clients’ advisors, and help control the process to maximize the chances of a successful transaction closing