Libsyn Directory

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

Release Date: 09/19/2025

The Fulfillment Playbook: ShipStation's Strategy for Building an Unbreakable Shipping Network with Josh Stenitz

The Logistics of Logistics Podcast

In “The Fulfillment Playbook: ShipStation's Strategy for Building an Unbreakable Shipping Network”, and , Chief Strategy Officer at Auctane, discuss how to turn complex global logistics into a seamless competitive advantage. About Josh Steinitz serves as Chief Strategy Officer at Auctane, a leading global company empowering businesses with intelligent mailing and shipping solutions through trusted products like ShipStation, Stamps.com, Metapack, and Packlink. In his role, Steinitz leads corporate development, strategic partnerships, carrier relationships and strategy, and cross-border...

The Road Ahead: What Trimble Innovations Mean for Transportation with Jonah McIntire

The Logistics of Logistics Podcast

In “The Road Ahead: What Trimble Innovations Mean for Transportation”, and , Chief Product and Technology Officer at Trimble, discuss Trimble's open, scalable platform that connects every aspect of the supply chain—from trucks and drivers to the back office—by serving as a reliable "system of record" that integrates practical AI innovation to help fleets maximize performance, visibility, and safety. About Jonah McIntire is Chief Product and Technology Officer at Trimble. He joined Transporeon in June 2021 and quickly led a succession of larger product organisations...

Beyond FBA: Unlocking Amazon's Fulfillment for Retailers with Wainwright Yu

The Logistics of Logistics Podcast

In “Beyond FBA: Unlocking Amazon's Fulfillment for Retailers”, and , the General Manager and Director for Amazon’s externalized fulfillment services, including Buy with Prime and Multichannel Fulfillment, discuss how retailers can scale their brands by leveraging Amazon's global logistics and the Prime badge to drive multi-channel growth. About Wainwright Yu currently serves as General Manager and Director of the Multichannel Commerce and Fulfillment business at Amazon, where he leads the organization's business and go-to-market functions. In this role, he oversees strategic...

Why It's Time to Expect More from Your EDI Platform with Cleo's Shane Hagen

The Logistics of Logistics Podcast

In “Why It's Time to Expect More from Your EDI Platform”, and , Presales Solutions Architect at Cleo, discuss the necessity of transitioning from traditional EDI to a unified platform for strategic supply chain orchestration and superior visibility. About Shane Hagen is a Presales Solutions Architect at Cleo. He designs integration solutions that seamlessly connect internal applications with external partners, leveraging both API and EDI integration patterns. Cleo’s customers rely on Shane to solve complex supply-chain challenges, trusting him to bridge the gap between business...

Trimble's Perspective: The Future of Freight is Connected with Rob Painter

The Logistics of Logistics Podcast

In “Trimble's Perspective: The Future of Freight is Connected”, and , Trimble's President and Chief Executive Officer, discuss how Trimble connects the freight ecosystem—people, data, and workflows—to navigate the difficult truckload market and drive customer efficiency using AI and integrated commercial solutions. About Rob Painter became Trimble's president and chief executive officer in January 2020. From 2016 through 2019, he served as the Company's chief financial officer. Joining the Company in 2006, Painter held a variety of leadership positions, including corporate...

SPS Commerce: Optimize Speed to Revenue with Wes Arentson

The Logistics of Logistics Podcast

In “SPS Commerce: Optimize Speed to Revenue”, and , Senior Sales Manager, Logistics at , discuss how streamlining the supply chain's Order-to-Cash cycle is the key to accelerating business growth. About Wes Aretson is a Sales Manager at SPS Commerce. He leads a logistics sales team focused on providing 3PLs and Carriers with tools to optimize their supply chains, connect with their partners more efficiently and make onboarding new customers easy. Wes has over 15 years of experience in supply chain and technology helping customers solve business problems with software and automation....

Penske's State of Logistics: Leasing, Tech, and Loss Prevention with Andy Moses

The Logistics of Logistics Podcast

In “Penske's State of Logistics: Leasing, Tech, and Loss Prevention with Andy Moses”, and , Senior Vice President of Solutions and Sales Strategy for , discuss the critical findings from the State of Logistics Report, the strategic advantage of integrating leasing and logistics services, and the operational necessity of combating escalating threats like cargo theft and cyber fraud. About Andy Moses is the senior vice president of solutions and sales strategy for . He leads the organization's engineering solutions team and heads corporate sales strategy, advising Penske's product line...

Tariffs, Typhoons, & Turmoil: Derisking the Supply Chain with Moody's Andre Quinn Barabanov

The Logistics of Logistics Podcast

In "Tariffs, Typhoons, & Turmoil: Derisking the Supply Chain with Moody's Andrei Quinn-Barabanov ”, and , Moody’s lead Supply Chain expert, discuss the need to leverage predictive data and holistic strategies to mitigate complex, interconnected global risks. About Andrei Quinn-Barabanov is Moody’s lead Supply Chain expert. He works closely with Supply Chain Risk product team to shape the predictive capabilities of Moody’s solution and with its customers to identify, assess, prioritize and mitigate supply chain risks. With more than three decades of experience, Andrei...

Orchestrating Chaos: Lully's Take on the Top Warehousing Challenges with Mike Myers

The Logistics of Logistics Podcast

In "Orchestrating Chaos: Lully's Take on the Top Warehousing Challenges”, and , the Founder and CEO of Lully.ai discuss how to supercharge existing Warehouse Management Systems with bolt-on algorithms for labor and cost savings. About Mike Myers is the Founder and CEO of Lully.ai, a bolt on technology that allows warehouses to ship more orders on time, with fewer resources, using the equipment, capabilities, and systems you already have. Mike's career has included roles at a large apparel brand, multiple national 3PL leaders, and finally a automation firm focused on...

Making a Living and a Life on the Road with Dave Nemo

The Logistics of Logistics Podcast

In "Making a Living and a Life on the Road”, and , Host of RadioNemo, discuss the blend of essential industry information, driver wellness, and community building that allows professional truckers to find success and connection over a long career on the road. About Dave Nemo has been the voice of trucking radio for the past 55 years, drawing on his love of music, useless facts, jokes, and history, coupled with the solemn duty to provide reliable weather and road reports with important news and information every driver should have. His career has been through more changes than...

More Episodes

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.