Libsyn Directory

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

Release Date: 09/19/2025

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...

Scaling Logistics Innovation at Descartes Systems Group with Dan Cicerchi

The Logistics of Logistics Podcast

In "Scaling Logistics Innovation at Descartes Systems Group”, and , the General Manager of Transportation Management Solutions at Descartes Systems Group, discuss the strategic integration of trustworthy AI to enhance existing core logistics technology and solve practical pain points across the global supply chain. About Dan Cicerchi is the General Manager of Transportation Management Solutions at Descartes Systems Group, where he leads strategy and innovation for one of the industry’s most widely adopted logistics technology platforms. A seasoned entrepreneur and logistics tech pioneer,...

The State of Logistics Hiring with Charlie Saffro

The Logistics of Logistics Podcast

In "The State of Logistics Hiring”, and , a recruiting and retention expert and CEO of CS Recruiting, discuss why employee-focused cultures and niche expertise are now critical to overcoming talent shortages in the supply chain industry. About Charlie Saffro is a recruiting and retention expert, a female entrepreneur, and a TEDx speaker with a passion for sharing ideas around human leadership, talent acquisition and retention, employee engagement, and company culture. Charlie founded a third party recruiting firm in 2010 with the goal of connecting employers and professionals within...

Beyond TMS: McLeod's Open Ecosystem and Automation with Doug Schrier

The Logistics of Logistics Podcast

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 transportation...

Leveraging Shipper Intent Data to Win More Freight with Rob Light

The Logistics of Logistics Podcast

Leveraging Shipper Intent Data to Win More Freight”, and , CEO & Co-founder at CarrierSource, discuss how their platform provides the real-time intent signals and AI tools necessary to turn passive interest into high-value revenue. About Rob Light is the CEO and a Co-Founder of CarrierSource, the leading review website for brokers and carriers. Rob has been building CarrierSource for the past five years, and prior to that was an early employee at the software review website G2.com. At G2, Rob saw the power of customer reviews and how small businesses could leverage the voice of their...

Who Stole Guy Fieri and Sammy Hagar's Tequila with Jessica Mcfate

The Logistics of Logistics Podcast

In “Who Stole Guy Fieri and Sammy Hagar's Tequila”, and , Sr. Director of Intelligence Solutions at Babel Street, discuss how national security intelligence methods are now vital for solving commercial theft and securing global supply chains. About Jessica McFate is Sr. Director of Intelligence Solutions at Babel Street and a career intelligence professional, specializing in OSINT for national security. At the Institute for the Study of War, her research won acclaim for forecasting the rise of ISIS. She has authored over 50 publications, briefed top U.S. government agencies, appeared in...

Real-World Supply Chain AI Applications with Gather AI's Sankalp Arora

The Logistics of Logistics Podcast

In “Real-World Supply Chain AI Applications with Gather AI's Sankalp Arora”, and , CEO and Co-founder at Gather AI, discuss how Gather AI's combination of drone-collected visual data, AI analysis, and WMS integration is revolutionizing warehouse inventory management. About Sankalp Arora is the CEO & Co-Founder of Gather AI. With 14 years of experience, Sankalp developed safety and sensor planning for the world's first safe autonomous helicopter, funded by DARPA, a project that won the Howard Hughes award, AUVSI Xcellence award and was nominated for the Collier Trophy. He is a...

Beyond the Rate: Why Accuracy, Transparency, and Context Matter with Dawn Favier

The Logistics of Logistics Podcast

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 Officer and Chief Product Officer of...

Beyond the Mega Shipper: Finding Untapped Demand with Shan Wu

The Logistics of Logistics Podcast

In “Beyond the Mega Shipper: Finding Untapped Demand”, and , Co-founder of breadd.ai, discuss the massive, yet often overlooked, opportunity in the mid-market. This essential pivot from chaotic prospecting to laser-focused selling is what breadd.ai helps brokers achieve. About Shan Wu is the cofounder of . As a lifelong sales rep, Shan has sold anything from billion dollar payment contracts to "nothing": cold calling for donations as a telefundraiser – and he still argues freight is the hardest thing to sell. He believes there's enough for everyone to eat in freight today –...

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.