Focus Areas

An Investment Strategy Focused on the Supply Chain Sector

At Cambridge Capital, investing in the supply chain is all we do. We partner with companies where our unique domain expertise and operating capabilities will help drive the next chapter of growth.

Investing Across All Segments of the Supply Chain

Transportation

Distribution

Logistics

Supply Chain Technology

Illustrative Cambridge Capital Investment Themes & Insights

E-Commerce Fulfillment
E-commerce penetration continues to bring opportunities in quick delivery, omnichannel fulfillment, distributed warehousing, but also sustainable practices, opening a world of possibilities ahead
Cross-Border Flow of Goods
Fulfillment and delivery of goods is usually dominated by local incumbents, but increasingly shippers/sellers want to consolidate vendor relationships and be able to monitor all of their activities, globally, from a consistent vendor
Predictive Supply Chain Decisioning
The recent advances in productizing AI and ML at scale create a new class of companies that can automatically cure supply chain issues, saving money, time and reputation for large global shippers
Pure-Play Niche Leaders
Category leaders within niche supply chain software areas, who specialize rather than aiming for ubiquity across segments or markets, and who may also complement larger, broader competitors will achieve significant success

Nearshoring (US-Mexico Growth)
Mexico is positioned for significant growth in supply chain related activity, creating opportunities for significant market share capture and value
Niche 3PL and Other Specialized Services
Certain areas of 3PL became very commoditized post-COVID, but companies that specialize in certain niches can grow through the downturn and attain premium outcomes
Supply Chain Resilience and Risk Management
There is an opportunity to move from supply risk management to supply chain resilience, encompassing cybersecurity, supplier KYC and other aspects to prevent risks before potential supply chain disasters
Supply Chain Visibility and Centralization
Many tools came to market in the last 5 years, but there remains an opportunity to create a centralized standard for visibility that can become ubiquitous across end-to-end supply chains

Investment Characteristics and Underwriting Parameters

Preferred Investment Size

$10-50 million equity investments

Use of Proceeds

Growth capital, strategic initiatives, acquisitions, and shareholder liquidity

Ownership

Willing to invest in a majority or minority capacity

Partnership Approach

We invest in partnership with management to add tangible value