3PL VALUE CREATION NORTH AMERICA SUMMIT 2021

3PL VALUE CREATIONNORTH AMERICA

SUMMIT 2021

OCTOBER 20 21, 2021 chicago, il

LEADING SUPPLY CHAINKNOWLEDGE AND MARKET RESEARCHNOT AVAILABLE ANYWHERE ELSE

www.3plogistics.com

THIRD-PARTY LOGISTICSCONSULTING AND

MARKET RESEARCH

EXPERT INFORMATION SERVICEPremium Market Research and

Analysis at Your Fingertips

OUR EXPERTISECOULD BE YOURS

January 2021

June 2020 May 2020

digital freight matchingCapturing technology-based efficiencies in the trucking industry

July 2016

trends in 3pl/customer relationships2017

May 2017

Trucking in mexico:Navigating the opportunity

June 2017

keep it runningthe quintessential spare parts logistics report

January 2017

first wave pickthe business of warehousing in north america - 2018Market Size, Major 3PLs, Benchmark-ing Costs, Prices and Practices

February 2018

dedicatedcontact carriagethe new normal in trucking

January 2016www.3plogistics.com

rising tide

September 2020

the rapid growth of e-commerce Logistics, 3pl solutions, last-mile delivery, and the dominance of amazon

the business of warehousing in north america - 2021Market Size, Major 3PLs, Benchmarking Costs, Prices and Practices

digitizationthe convergence of modern freight brokerage, digital freight match-ing, and automation in domestic transportation management

trends in 3pl/customer relationships2020

August 2021

Seeking zen:A Post-Pandemic 3PL MarketLatest Third-party logistics market results and predicitons for 2021 Including estimates for 190 countries

WELCOME

2

Welcome to the 3PL Value CreationNorth America Summit 2021

Welcome to the ninth annual Armstrong & Associates 3PL Value Creation

North America Summit.

At this year’s event you will gain a global view of the third-party logistics industry and mega-trends shaping its landscape. Our incredible lineup of panelists includes 3PL executives, technology innovators, and investment community leaders.

On Wednesday, we’ll set the stage with an overview of global and regional 3PL trends before exploring logistics M&A dynamics and 3PL market insights. We’ll close the day with an insightful discussion about information technology digitalizing the supply chain industry and host a welcome reception.

On Thursday, we will open with the keys to driving stronger Shipper/3PL relationships and close the day with executive trends and predictions for 2021 and beyond.

As always, we hope you find the discussions engaging and insightful. We’re excited for you to explore opportunities for value creation during panel discussions and as you exchange knowledge and network with your best-in-class peers.

Kind regards,

Armstrong & Associates Team

3

Platinum

gold

®

Special thanks to our sponsors

Silver

AGENDA

7

Wednesday, OCTOBER 20

7:00 - 7:55 a.m. Registration and Networking in Exhibitor Space

8:00 - 8:25 a.m. Welcome and Global 3PL Market OverviewEvan Armstrong, President,Armstrong & Associates, Inc.

8:30 - 9:25 a.m. Global View and Regional VariationsModerator: Evan Armstrong, President, Armstrong & Associates, Inc.PANELISTSRaziel Bravo Senior Vice President of Strategic Management, GEODISEric WolfePresident, Watco LogisticsKevin SterlingVice President, XPO Logistics

9:30 - 10:25 a.m.

10:25 - 10:45 a.m. Networking Break in Exhibitor Space

3pl value creation north America summit

Private Equity PerspectivesModerator: Richard Armstrong, Chairman, Armstrong & Associates, Inc.PANELISTSAnthony Cardona Principal-Services, Pritzker Private CapitalRon CainOperating Partner, New Hold CapitalJohn AndersonOperating Partner, Greenbriar Equity GroupAlex RaflaVice President, Clarendon Capital

Wednesday, OCTOBER 20 (continued)

10:45 - 11:40 a.m.

11:45 - 12:40 p.m.


12:40 - 1:55 p.m. Group Luncheon / Networking

E-Commerce as a 3PL Growth EngineModerator: Karen Erickson, Vice President, Armstrong & Associates, Inc.PANELISTSDuane Sizemore Senior VP, Marketing and Business Development, Saddle Creek Logistics ServicesJames HermanHead of E-Commerce Logistics - North America, A.P. Moller-MaerskKris LambCEO, uShipBryan BoatnerVice President of 3PL Solutions, Berkshire Grey

Digital Freight Matching & Freight Brokerage AutomationModerator: Evan Armstrong, President, Armstrong & Associates, Inc.PANELISTSRuss Jones CEO & Co-Founder, Cargo ChiefBrent HuttoChief Relationship Officer, Truckstop.comJ-Ann TioChief Strategy Officer, Arrive LogisticsJohn SturgisGM of Enterprise Account Operations, Uber Freight

8

10

Wednesday, OCTOBER 20 (continued)

1:55 - 2:35 p.m.

2:40 - 3:35 p.m.

3:40 - 4:30 p.m.

Summit Networking Reception in Exhibitor Space


4:30 - 5:30 p.m.

3PL Market M&A Insights and TrendsModerator: Kurt Baumann, Vice President, Armstrong & Associates, Inc.PANELISTSDante Fornari CEO, Magnate WorldwidePaul JonesManaging Director, Stifel NicolausJohn LarkinStrategic Advisor, Clarendon CapitalKris HopkinsManaging Director, Houlihan LokeySteve HullManaging Director, BMO Capital Markets

Emerging Trends in International Transportation Management/Freight ForwardingModerator: Evan Armstrong, President, Armstrong & Associates, Inc.PANELISTSMike Piza Senior Vice President, Apex Logistics InternationalBrian BourkeChief Growth Officer, SEKO LogisticsDavid RossExecutive Vice President, Roadrunner Freight

What’s Next in Logistics Technology? Moderator: Evan Armstrong, President, Armstrong & Associates, Inc.PANELISTSMatt Bernstein CEO, BravoTranMustafa AziziFounder & CEO, Zuum Transportation, Inc.Dawn Salvucci-FavierCEO & Chief Product Officer, Greenscreens AIRyan GavinChief Marketing Officer & Marketplace Growth, Convoy, Inc.

A diversified supply chain

management company, comprised

of a unique platform of

complementary, premier logistics

providers focused on expedited

domestic transportation, Fine Arts,

and global freight forwarding.

Learn more at www.magnateworldwide.com

Moving T&L deals forward.

BMO’s Transportation & Logistics Team has had a record 2021.

Steve HullManaging Director,Transportation & Logistics, Investment Banking312 461-4164 [email protected]

Let’s connectAcquisition of

Financial Advisor

Acquisition of

Senior Secured Credit Facilities

Joint Lead Arranger and Joint Bookrunner

Sale to

Financial Advisor

Joint Bookrunner

Acquisition of

Senior Secured Credit Facilities

Sale to

AnnouncedFinancial Advisor

$180 millionSenior Secured Credit Facilities

Left-Lead Arranger, Bookrunner, & Administrative Agent

Portfolio Company of

Sale to



Exclusive Financial Advisor

Senior Credit Facilities

Joint Lead ArrangerJoint Book Runner

Administrative Agent


Selected M&A Transactions

Selected Capital Markets Transactions

BMO Capital Markets is a trade name used by BMO Financial Group for the wholesale banking businesses of Bank of Montreal, BMO Harris Bank N.A. (member FDIC), Bank of Montreal Europe p.l.c., and Bank of Montreal (China) Co. Ltd, the institutional broker dealer business of BMO Capital Markets Corp. (Member FINRA and SIPC) and the agency broker dealer business of Clearpool Execution Services, LLC (Member FINRA and SIPC) in the U.S., and the institutional broker dealer businesses of BMO Nesbitt Burns Inc. (Member Investment Industry Regulatory Organization of Canada and Member Canadian Investor Protection Fund) in Canada and Asia, Bank of Montreal Europe p.l.c. (authorised and regulated by the Central bank of Ireland) in Europe and BMO Capital Markets Limited (authorised and regulated by the Financial Conduct Authority) in the UK and Australia. “Nesbitt Burns” is a registered trademark of BMO Nesbitt Burns Inc., used under license. “BMO Capital Markets” is a trademark of Bank of Montreal, used under license. “BMO (M-Bar roundel symbol)” is a registered trademark of Bank of Montreal, used under license. ® Registered trademark of Bank of Montreal in the United States, Canada and elsewhere. ©2021 BMO Financial Group

thursday, OCTOBER 21

8:30 - 9:20 a.m.

9:25 - 10:20 a.m.

10:20 - 10:45 a.m. Networking / Private Meetings in Exhibitor Space


7:30 - 8:30 a.m. Registration and Networking in Exhibitor Space

The Keys to Driving Stronger Shipper - 3PL RelationshipsModerator: Cheri Grabowski, Manager, Armstrong & Associates, Inc.PANELISTSMark Yeager CEO, Redwood LogisticsChris JacksonVice President of Operations, Chervon GroupJack GerstnerSenior Vice President of Coverage, Coyote LogisticsChip PontonSenior Category Manager, Warehousing & Logistics, Boeing

Developing Trends in Value-Added Warehousing and DistributionModerator: Karen Erickson, Vice President, Armstrong & Associates, Inc.PANELISTSSean Coakley Chief Commercial Officer, Capstone LogisticsElijah RayChief Customer Officer, Sunland Logistics SolutionsSean KellySenior Vice President, Business Development, GEODIS

12

thursday, OCTOBER 21 (continued)10:45 - 11:40 a.m.

11:45 - 12:35 p.m.


Strategic and Financial Buyer Acquistion PerspectivesModerator: Evan Armstrong, President, Armstrong & Associates, Inc.PANELISTSDaniel Washam Senior Vice President & Relationships Manager, U.S. BankDave MenzelPresident & Chief Operating Officer, Echo Global LogisticsJason BassManaging Director, Harris WilliamsTom SandersonBoard Member, Transplace

Summarizing the M&A Landscape - New Headwinds & TailwindsModerator: Kurt Baumann, Vice President, Armstrong & Associates, Inc.PANELISTSRob Levin CEO, Republic PartnersJeff KiddDirector, Harris WilliamsNate ServisDirector of Transportation & Logistics Investment Banking, Wells Fargo

12:35 - 1:30 p.m. Group Luncheon/Networking

13

Jason Bass | Managing Director | [email protected] | 804.915.0132Je� Kidd | Director | [email protected] | 804.915.0178

www.harriswilliams.com

G LO B A L M & A A DV I S O RW I T H D E E P E X P E R I E N C E A D V I S I N G P R E M I E R 3 P L C O M PA N I E S

Harris Williams LLC is a registered broker-dealer and member of FINRA and SIPC. Harris Williams is a trade name under which Harris Williams LLC conducts business.

THURSDAY, OCTOBER 21

1:30 - 2:25 p.m.

2:30 - 3:25 p.m.

3:30 - 4:30 p.m. Executive Outlook, 3PL Market Trends & PredictionsModerator: Evan Armstrong, President, Armstrong & Associates, Inc.PANELISTSTom Nightingale CEO, AFS LogisticsRichard PiontekCEO, DCL Holdings, LLCDouglas WaggonerCEO, Echo Global Logistics


Key Trends in Food and Beverage LogisticsModerator: Karen Erickson, Vice President, Armstrong & Associates, Inc.PANELISTSKevin Coleman CEO, Canada & CCO, CJ Logistics AmericaDaniel SnowManaging Partner, TraffixJustin PotesDirector of Operations, Fortune 50 Beverage Leader

What’s New in Domestic Transportation Management and Dedicated Contract CarriageModerator: Richard Armstrong, Chairman, Armstrong & Associates, Inc.PANELISTSJon Krystek COO, Knichel LogisticsMatt SilverFounder & CEO, ForagerBill ZenkPrincipal & Practice Leader, TrueNorth CompaniesPaul BowmanSenior Vice President, Dedicated Sales, U.S. Xpress, Inc.Mike ReganCo-Founder & Chief of Relationship Development, TranzAct Technologies

15

www.3plogistics.com

3PL VALUE CREATION NORTH AMERICA SUMMIT 2021

Documents

Transcript of 3PL VALUE CREATION NORTH AMERICA SUMMIT 2021