From Deal Flow to Data Flow: Investing in the Freight Market with Ben Gordon
The Logistics of Logistics Podcast
Release Date: 09/19/2025
The Logistics of Logistics Podcast
and discuss Farelanes: real time lane pricing for everyone. Neal is the Chief Executive Officer and Co-founder of Farelanes, a company specializing in providing real-time lane pricing data for the logistics industry. About Neal Huffman is the Chief Executive Officer and Co-founder of Farelanes, a company specializing in providing real-time lane pricing data for the logistics industry. Neal has over 40 years in software development, innovation, and product management rollouts spread across the telecommunications and enterprise software industries. He played a role in the...
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In “Home Delivery World: The Future of Fulfillment”, and , General Manager of Home Delivery World, discuss he critical strategies and emerging technologies redefining the high-stakes journey from the warehouse to the consumer's front door. About John Beasley , General Manager of Home Delivery World, has been part of the HDW team since 2021. With over 8 years in the events world, his goal is to bring innovation to the event and foster a community where attendees can make meaningful connections and drive their businesses forward. His background in sales, business development, partnerships...
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In "Beyond TMS: McLeod's Open Ecosystem and Automation”, and , Vice President of Growth and Special Projects at McLeod Software, discuss the strategic pivot toward an open, automated ecosystem that redefines modern supply chain management. About Doug Schrier , Vice President of Growth and Special Projects at McLeod Software, is a driving force behind the company's strategic expansion while upholding a customer-centric philosophy. With a comprehensive background encompassing over two decades of operations and strategic leadership, Doug has dedicated the past 15 years to the...
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In “Vanity Metrics Don’t Move Freight: Building Real Pipeline in Freight-Tech”, and , Fractional CMO and Founder of FreightTech (marketing), discuss how marketing must shift from a tactical cost center to a strategic operating system that drives real revenue. About Jim Waters is a Boston-based B2B marketing executive with a proven track record of building robust sales pipelines. His passion lies in driving meaningful conversations, understanding customer pain points, and creating compelling content that generates active pipeline velocity. A results-driven innovator, Jim was an early...
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In “Beyond the Rate: Why Accuracy, Transparency and Context Matter”, and , President, Intelligence, at Triumph, discuss how accuracy, transparency, and network connectivity are the new drivers for precision and confidence in the logistics industry. About Dawn Favier serves as President, Intelligence, at Triumph following the acquisition of Greenscreens.ai in May 2025. She brings more than 30 years of leadership experience in transportation management and logistics technology. Prior to joining Triumph, Ms. Salvucci-Favier served as Chief Executive...
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In “Building the Connected Transportation Ecosystem: A Conversation with Trimble's Michael Kornhauser”, and , Vice President of Trimble, discuss how integrated data and precision mapping create a more secure, efficient, and connected transportation ecosystem. About Michael Kornhauser is sector vice president of Trimble, leading Transportation & Logistics in North America. With more than 20 years in various leadership roles, Michael has proven to be an astute and dynamic leader with deep industry understanding and passion for delivering superior customer value. Kornhauser, along with...
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In “The Optym Advantage: Smarter Routing, Planning, and Decision Making”, and , Deputy CEO of Optym, discuss how applied AI and optimization maximize fleet utilization and driver profitability. About Shaman Ahuja is currently serving as the Deputy CEO of Optym, a company specializing in prepackaged software solutions. With a robust background in technology and product management, he has held various leadership positions within Optym, showcasing his ability to drive innovation and efficiency. He began his professional journey as an intern and has progressively climbed the ranks,...
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In “Smart Routes, Safer Stops: How Mapping Tech is Transforming Trucking”, and , VP, Product and Engineering at Trimble, discuss how integrated mapping technology optimizes routes, ensures driver safety, and drives profitability through a connected data ecosystem. Rishi Mehra As VP, Product and Engineering, is primarily responsible for overseeing the company’s technology, products and engineering in North America. Mehra has been with Trimble since 2014, and previously served as a senior product manager and director of web products for ALK Technologies (now a part of the Trimble...
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In “Fleet Profitability Unleashed: The Optimal Dynamics Advantage”, and , Senior Vice President, Head of Sales at Optimal Dynamics, discuss how decades of academic research and advanced decision intelligence are being used to automate complex logistics and maximize carrier profitability. Zach Schuchart is the Senior Vice President, Head of Sales at Optimal Dynamics. He has over 20 years of experience in the North American and European transportation industries, including roles at UPS, CHAINalytics, and XPO, he brings deep expertise and leadership to the Optimal Dynamics team. As Head of...
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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...
info_outlineIn “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.
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