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From Deal Flow to Data Flow: Investing in the Freight Market with Ben Gordon

Release Date: 09/19/2025

From Deal Flow to Data Flow: Investing in the Freight Market with Ben Gordon

The Logistics of Logistics Podcast

In “From Deal Flow to Data Flow: Investing in the Freight Market”, and , Founder and Managing Partner of Cambridge Capital, discuss the evolution of investment in the supply chain sector, highlighting the shift from traditional deals to a focus on leveraging data and technology for strategic growth. About Ben Gordon is the Founder and Managing Partner of . He draws on a career building, advising, and investing in supply chain companies. Benjamin has led investments in outstanding firms including , , , , and others. As CEO of BGSA Holdings, Benjamin has spent...

The M&A Playbook for Logistics Leaders with Spencer Tenney

The Logistics of Logistics Podcast

In “The M&A Playbook for Logistics Leaders”, and , President & CEO of Tenney Group, discuss the current state of mergers and acquisitions in the logistics sector, offering key insights on how business leaders can navigate a more selective market, build value, and secure successful deals. About Spencer Tenney serves as President & CEO of Tenney Group, where he oversees the firm’s day-to-day effectiveness and long-term vision. Spencer is a graduate of the University of Texas at Austin and holds the designation of Certified Merger & Acquisition Advisor through...

AI Literacy in Logistics with Gather AI's Andrew Hoffman

The Logistics of Logistics Podcast

In “AI Literacy in Logistics with Gather AI's Andrew Hoffman”, and , CTO at Gather AI, discuss how artificial intelligence is transforming warehouse operations by using visual data from drones and other machines to identify issues, suggest next steps, and ultimately improve efficiency and accuracy. About Andrew Hoffman is the Chief Technical Officer at Gather.ai, an AI-powered intralogistics optimization firm that empowers 3PLs, manufacturers, and retailers to improve margins and on-time order fulfillment in the widest range of logistics environments - from ambient to cold chain storage....

Intermodal Expo 2025: Unpacking Cargo Theft, AI, and M&A with Anne Reinke

The Logistics of Logistics Podcast

In “Intermodal Expo 2025: Unpacking Cargo Theft, AI, and M&A”, and , President & CEO of IANA, discuss the critical issues and forward-looking trends that are shaping the future of the intermodal freight industry. About Anne Reinke became the Intermodal Association of North America’s third President & CEO in December of 2024. Immediately preceding her appointment at IANA, Anne was President & CEO of the Transportation Intermediaries Association for four years. Anne has a long career in transportation policy, with a stint at the Association of American...

Inside the DAT - Convoy Platform Deal: What This Acquisiton Means for the Freight Market with Bill Driegert

The Logistics of Logistics Podcast

In “Inside the DAT - Convoy Platform Deal: What This Acquisiton Means for the Freight Market”, and , EVP of Convoy Platform - DAT Freight & Analytics, discuss how the integration of the Convoy Platform's automation and AI technology with DAT's massive freight marketplace will help brokers combat fraud, increase efficiency, and focus on high-value work. About Bill Driegert is the EVP of Convoy Platform at DAT Freight & Analytics. He was previously the EVP of Trucking at Flexport and the co-founder and Head of Operations at Uber Freight, Uber’s logistics business. Bill began his...

How Humanoid Robots are Shaping the Future of Logistics with Parker Conroy

The Logistics of Logistics Podcast

In “How Humanoid Robots are Shaping the Future of Logistics”, and , Head of Product at Apptronik, discuss how Apollo, a human-centered, AI-powered humanoid robot, is set to transform the industry by working alongside humans to fill labor gaps and perform a wide range of tasks in a safe and efficient manner. About Parker Conroy is the Head of Product at Apptronik, a leading developer of humanoid robots. Conroy has worked in robotics for more than a decade, guiding product management teams to design and deploy thousands of industrial robotic arms, autonomous mobile robots, drones, and now,...

The C.H. Robinson Perspective: Navigating the Next Era with Michael Castagnetto

The Logistics of Logistics Podcast

In “The C.H. Robinson Perspective: Navigating the Next Era”, and , President of North American Surface Transportation at C.H. Robinson, discuss how the company's people-first culture and commitment to developing its employees drive its ability to solve complex logistics challenges and innovate for the future. About Michael Castagnetto was named president of North American Surface Transportation (NAST) in January 2024. Prior executive positions with the company include Vice President, Customer Success in NAST from January 2023 – January 2024 and President of Robinson Fresh from December...

REPOST: Blind Spots & Bottlenecks: Unmasking the Hidden Enemies of Supply Chain with Briana Birkholz

The Logistics of Logistics Podcast

and discuss blind spots & bottlenecks: unmasking the hidden enemies of supply chain. Briana is the Vice President of Product Management for the 3PL market segment at SPS Commerce, the world’s leading retail network, connecting trading partners around the globe to optimize supply chain operations for all retail partners. About Briana Birkholz is the Vice President of Product Management for the 3PL market segment at SPS Commerce. With a passion for overcoming supply chain and logistics challenges, Briana is committed to addressing the distinct needs of customers through comprehensive,...

Project 61: The Mission to Give Truckers a Longer, Healthier Life with Jeremy ReymerProject 61: The Mission to Give Truckers a Longer, Healthier Life with Jeremy Reymer

The Logistics of Logistics Podcast

In “Project 61: The Mission to Give Truckers a Longer, Healthier Life”, and , the Founder and CEO of Project 61, discuss the shocking statistic that the average life expectancy of a truck driver is just 61 years and the organization's mission to address this health crisis. About Jeremy Reymer is a recognized leader and innovator in the trucking industry with over 20 years of experience as both a carrier and vendor. A frequent speaker and podcast host, he addresses critical issues such as driver recruiting, retention, compliance, and health and wellness. In 2016, Jeremy founded...

The Dark Funnel Demystified: Unlocking Hidden Sales with Jennie Malafarina

The Logistics of Logistics Podcast

In “The Dark Funnel Demystified: Unlocking Hidden Sales”, and , the CEO of Virago Marketing, discuss how businesses can drive measurable revenue growth by understanding and leveraging the invisible customer journey. About Jennie Malafarina is the CEO of Virago Marketing, a Cleveland-based agency helping transportation and logistics companies turn marketing into a revenue-driving engine. Since taking the lead at Virago in 2020, she has elevated the agency’s impact—guiding strategies that deliver measurable results aligned with client growth goals. With over a decade of experience in...

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In “From Deal Flow to Data Flow: Investing in the Freight Market”, Joe Lynch and Ben Gordon, Founder and Managing Partner of Cambridge Capital, discuss the evolution of investment in the supply chain sector, highlighting the shift from traditional deals to a focus on leveraging data and technology for strategic growth.

About Ben Gordon

Benjamin Gordon is the Founder and Managing Partner of Cambridge Capital. He draws on a career building, advising, and investing in supply chain companies. Benjamin has led investments in outstanding firms including XPO, Grand Junction, Bringg, Liftit, and others. As CEO of BGSA Holdings, Benjamin has spent his career investing in and helping to build supply chain and technology companies. Benjamin led the firm’s efforts, advising on over $1 billion worth of supply chain transactions. Benjamin has worked with firms such as UPS, DHL, Kuehne & Nagel, Agility Logistics, NFI Logistics, GENCO, Nations Express, Raytrans, Echo Global, Dixie, Wilpak, and others. Prior to BGSA Holdings, Ben founded 3PLex, the Internet solution enabling third-party logistics companies to automate their business. Benjamin raised $28 million from blue-chip investors including Morgan Stanley, Goldman Sachs, BancBoston Ventures, CNF, and Ionian. 3PLex was then purchased by Maersk. Prior to 3PLex, Benjamin advised transportation and logistics clients at Mercer Management Consulting. Prior to Mercer, Benjamin worked in his family’s transportation business, AMI, where he helped the company expand its logistics operations. Benjamin received a Master’s in Business Administration from Harvard Business School and a Bachelor of Arts degree from Yale College.

About Cambridge Capital

Cambridge Capital is a private equity firm investing in the applied supply chain. The firm provides private equity to finance the expansion, recapitalization or acquisition of growth companies in our sectors. Our philosophy is to invest in companies where our operating expertise and in-depth supply chain knowledge can help our portfolio companies achieve outstanding value. Cambridge Capital was founded in 2009 as the investment affiliate of BG Strategic Advisors (www.bgsa.com), the advisor of choice for a large, growing number of supply chain CEOs. Cambridge Capital leverages BGSA’s unique approach to strategy-led investment banking for the supply chain. BGSA is known for its work helping companies achieve outsized returns via targeted acquisitions and premium sales processes, and has worked with category leaders such as UPS, DHL, Agility Logistics, New Breed, NFI, Genco, Nations Express, Raytrans, and others. Our relationship with BGSA gives us deep market expertise, access to outstanding deal flow and people flow, transactional capabilities, additional resources, and a powerful core competency in the supply chain sector. The Partners and Advisory Board members of Cambridge Capital have diverse backgrounds with complementary technical, operating, and financial expertise. The Cambridge Capital team has spent their careers building, growing, and advising outstanding companies in the supply chain sector. They include former leaders of UPS Logistics, Ryder Logistics, ATC Logistics, APL Logistics, Kuehne + Nagel, and other globally recognized firms. Cambridge Capital’s professionals know what it takes to build great companies.

Key Takeaways: From Deal Flow to Data Flow: Investing in the Freight Market

In “From Deal Flow to Data Flow: Investing in the Freight Market”, Joe Lynch and Ben Gordon, Founder and Managing Partner of Cambridge Capital, discuss the evolution of investment in the supply chain sector, highlighting the shift from traditional deals to a focus on leveraging data and technology for strategic growth.
A Career Built on Supply Chain Expertise: Ben Gordon's career is defined by his deep involvement in the supply chain sector. He has a history of building, advising, and investing in companies, starting with his family's transportation business and continuing through his work at Mercer Management Consulting, his own company 3PLex, and now with BGSA Holdings and Cambridge Capital.
Strategic Private Equity in the Applied Supply Chain: Cambridge Capital is a private equity firm with a specialized focus on the "applied supply chain." This means they're not just providing capital, but are actively involved in helping their portfolio companies grow by leveraging their operational expertise and industry knowledge.
Investing in Data and Technology: The podcast title, "From Deal Flow to Data Flow," highlights a key theme. This is exemplified by the acquisition of Greenscreens.ai by Triumph Financial. Greenscreens.ai specializes in using machine learning to provide freight market pricing intelligence. The deal shows a shift from traditional deal-making to a focus on acquiring companies with valuable data and technology.
BGSA Holdings as a Strategic Partner: Cambridge Capital is the investment affiliate of BG Strategic Advisors (BGSA Holdings). This relationship provides Cambridge Capital with unique advantages, including deep market expertise, access to deal flow, and a powerful core competency in the supply chain sector.
Data as a Competitive Advantage: The Greenscreens.ai acquisition is a perfect case study for this theme. Triumph Financial acquired Greenscreens.ai to transform data into actionable intelligence for the freight industry. The synergy between Greenscreens.ai's pricing models and Triumph's transaction data creates a "virtuous cycle," leading to more accurate pricing and further data generation.
Combining Operational and Financial Expertise: The teams at both Cambridge Capital and BGSA are composed of professionals with diverse backgrounds, including former leaders from globally recognized firms like UPS Logistics and Ryder Logistics. This mix of operational and financial expertise allows them to not only identify promising companies but also to actively assist in their growth and value creation.
Building Billion-Dollar Businesses: Ben Gordon and Cambridge Capital have a clear objective: to build billion-dollar businesses in the supply chain sector. Their investment strategy is focused on identifying and nurturing companies that have the potential for significant growth and value.