LOGISTICS CEO ADVISORS
Grow. Protect. Exit.
Independent senior-level advisory for transportation brokers, 3PLs, and logistics companies navigating growth, risk, M&A, and ownership transition.
WHY US
Built for the Business of Logistics.
Transportation companies don't need generic consultants. They need experienced operators, transaction advisors, and industry leaders who understand how growth, risk, profitability, and enterprise value connect.
Operations
Understand how businesses perform in the real world.
M&A
Prepare for transactions and strategic opportunities.
Enterprise Value
Identify opportunities to improve business value.
Risk Management
Strengthen risk awareness and documentation.
Turnarounds
Address challenging business situations.
Industry Leadership
Bring industry knowledge and strategic perspective.
OUR APPROACH
Grow the Value. Protect the Value.
A business preparing to grow, recapitalize, or sell needs a strategy that considers both enterprise value and commercial risk.
M&A Advisory
Led by Nikhil Sathe
Business staging, value drivers, buyer identification, deal structure and transaction strategy.
Case Dismissed℠ Protocol
Led by Norris Beren
Carrier vetting, dispatch documentation architecture and litigation-readiness preparation.
TRANSPORTATION BROKER LIABILITY
Has Montgomery Changed Your Risk Profile?
Evaluate how carrier-selection practices, operational documentation and risk management readiness may affect your business and future transaction.
- Carrier vetting and selection documentation
- Ongoing monitoring and internal procedures
- Litigation preparedness
- Potential enterprise value implications
Our Advisory Services
Pre-Sale Advisory
Equity story development, buyer readiness, management preparation, KPI architecture and transaction strategy.
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Diligence & Valuation
Earnings normalization, data room preparation, risk identification, valuation enhancement and diligence support.
Explore Diligence & Valuation →
Transportation Broker Liability
Carrier vetting, decision records, monitoring procedures, compliance reviews and litigation-readiness support.
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Restructuring
Cash flow improvement, margin enhancement, operational efficiency and leadership alignment.
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Turnarounds
Crisis stabilization, performance recovery, strategic repositioning, operational improvement and long-term value preservation.
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Meet the Partners
Nikhil Sathe
M&A ADVISORY
Transportation finance, M&A, P&L leadership and enterprise value creation.
Meet Nikhil →
Norris Beren
CASE DISMISSED℠ PROTOCOL
Transportation risk management, carrier documentation & complex situations.
Meet Norris →