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Cambridge Capital Profile
Cambridge Capital

@CambCapital

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Cambridge Capital is a private equity firm investing in #transportation, #logistics, and #supplychain. Featured on @CNBC and @WSJ. Founded by @BenjaminHGordon.

West Palm Beach, FL
Joined August 2019
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@CambCapital
Cambridge Capital
6 years
Check out SUPPLY CHAINS, our new publication for trends and ideas in #logistics, #supplychain, and #technology!
@benjaminhgordon
Benjamin Gordon ๐Ÿ‡บ๐Ÿ‡ธ
6 years
I just published Introducing SUPPLY CHAINS, a New Medium Publication
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@CambCapital
Cambridge Capital
11 days
Smart move by @flexport
@benjaminhgordon
Benjamin Gordon ๐Ÿ‡บ๐Ÿ‡ธ
13 days
This is an interesting and creative solution to the growing cost of supply chain volatility https://t.co/4UpFa8GvXZ
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@benjaminhgordon
Benjamin Gordon ๐Ÿ‡บ๐Ÿ‡ธ
22 days
Big day for supply chain technology acquisitions! First - in returns software, @optoroinc sold to @BlueYonder. Second - in the continuing convergence between freight and finance tech, Denim sold to @Trckstopdotcom. Supply chain software consolidators are springing into action
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@benjaminhgordon
Benjamin Gordon ๐Ÿ‡บ๐Ÿ‡ธ
27 days
Excellent insights from Cathy Morrow Roberson on the international growth opportunity in logistics. @FedEx and @UPS are right to look to Europe, Asia, and Latin America for growth. Acquisitions such as Frigo-Trans and new facilities in places like Vianen (Netherlands), Brest
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@benjaminhgordon
Benjamin Gordon ๐Ÿ‡บ๐Ÿ‡ธ
22 days
In this week's Supply Chains: see how tech and M&A and reshaping the testing and inspection (TICC) market. In brief: We are witnessing a true inflection point in the TICC industry. Last month, SGS, the largest company in the industry, signed a $1.33 billion deal to acquire ATS
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@benjaminhgordon
Benjamin Gordon ๐Ÿ‡บ๐Ÿ‡ธ
26 days
How do you make money during the worst freight recession in modern US history? The C.H. Robinson blueprint is clear: cut costs. Yes, I'm oversimplifying, as they have also made investments in AI, streamlined workflow, and targeted key lanes. But the 27% headcount reduction over
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@benjaminhgordon
Benjamin Gordon ๐Ÿ‡บ๐Ÿ‡ธ
1 month
Despite the freight industry headwinds, there are riches in niches. @rxoinc just reported its LTL freight brokerage is up 45% year over year. Smart brokers can and will take advantage of these and other niche opportunities! https://t.co/uTbyac2yjh
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freightwaves.com
Second quarter earnings at RXO showed the growing importance of LTL activity at the brokerage.
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@benjaminhgordon
Benjamin Gordon ๐Ÿ‡บ๐Ÿ‡ธ
29 days
Lyric just raised $43.5M, led by @insightpartners, to expand its AI platform for supply chain operations. Kudos to Ganesh Ramakrishna and all involved! https://t.co/x2vTNKZuZL
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siliconangle.com
Next-generation supply chain intelligence startup Lyric gets $43.5M in funding - SiliconANGLE
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@benjaminhgordon
Benjamin Gordon ๐Ÿ‡บ๐Ÿ‡ธ
29 days
De Minimis = De Trade Loophole Government regulation often starts out as a solution to a specific problem, but then morphs into something much bigger. And the unforeseen consequences can sometimes dwarf the original goal. De Minimis is one of those cases. In 1938, Congress
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@benjaminhgordon
Benjamin Gordon ๐Ÿ‡บ๐Ÿ‡ธ
30 days
Despite the global trade slowdown, @Maersk is raising its full-year guidance for 2025 earnings. With over $55 billion in revenue, Maersk is a bellwether for the global supply chain industry. So this is a positive surprise. What explains this? Key factors include 1. Strength in
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@benjaminhgordon
Benjamin Gordon ๐Ÿ‡บ๐Ÿ‡ธ
1 month
Excited to see @TrimbleCorpNews roll out its freight marketplace! CEO Rob Painter described "real time capacity sourcing for shippers, carriers and brokers.โ€ Looking forward to seeing more options for the logistics industry! https://t.co/dV1tCwa45a
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freightwaves.com
Quarterly earnings at the Transport & Logistics (T&L) segment of Trimble Inc. for the second quarter were the first for a full quarter since it
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@benjaminhgordon
Benjamin Gordon ๐Ÿ‡บ๐Ÿ‡ธ
2 months
Triumph is poised to scale up its intelligence business unit https://t.co/ViqKPzysWa
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freightwaves.com
Triumph Financial wrapped up a quarter where lots happened with the company beyond its bottom line.
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@benjaminhgordon
Benjamin Gordon ๐Ÿ‡บ๐Ÿ‡ธ
1 month
@Flexport is selling its @convoyteam technology to @datfreightteam. This is a notable deal for several reasons, including five in particular: 1. Flexport is flipping a $16M acquisition into a $250M sale - albeit after having added customers, revenue, and capabilities. 2. DAT
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@DavidHodge
David Hodge
1 month
Itโ€™s been a few weeks since I shared our partnership with Tint, and things are off to a great start. I have some other "Key" Standard Fleet updates to share. But first, here's a picture of me in a frunk. /1
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@benjaminhgordon
Benjamin Gordon ๐Ÿ‡บ๐Ÿ‡ธ
1 month
Fleet management and driver safety software is growing in importance. That's one takeaway from Motive's $150M pre-IPO raise, led by Kleiner Perkins and AllianceBernstein. Motive has grown to $500M in ARR, illustrating the growth potential in the $150B fleet tracking marketplace.
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@benjaminhgordon
Benjamin Gordon ๐Ÿ‡บ๐Ÿ‡ธ
1 month
China is choking off supply of critical minerals to the US defense industry. This is why America needs to strengthen and diversify its supply chain sources. https://t.co/OxS8UaT1So
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wsj.com
Beijing is squeezing the flow of key elements needed to make defense systems, a sign of the leverage China has over the U.S. military supply chain.
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@benjaminhgordon
Benjamin Gordon ๐Ÿ‡บ๐Ÿ‡ธ
1 month
Congratulations to Offshift and Dr. Mark Manera on their sale to Project 61. Another successful BGSA Supply Chain Shark Tank finalist! https://t.co/zXAoa0fEUr
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project-61.org
Project 61 Acquires Offshift to Launch First-Ever Free, Industry-Wide Health Platform for Truck Drivers
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