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Podcast | Why Private Equity Believes in the Logistics Industry

January 20, 2023

The SupplyChainBrain Podcast

Why Private Equity Believes in the Logistics Industry

January 20, 2023

Bob Bowman

How can we tell that the logistics industry holds so much promise for investors? It’s where the money is.

COVID-19 revealed to all the critical role that logistics and the supply chain play in the global economy. But some far-seeing investors knew that long before the pandemic hit. Red Arts Capital is a private equity fund that was formed in 2015 by a couple of 26-year-olds, Nick Antoine and Chad Strader. They had seen the writing on the wall — that logistics and the supply chain presented a huge investment opportunity — and they acted accordingly. On this episode, we speak with co-founder and managing partner Antoine about why the industry is such an attractive target today, and where the best plays lie. We learn how private equity approaches the sector — at what stage it jumps in, and when it gets out. And we discuss the sector’s prospects and major challenges for the coming year. Hosted by Bob Bowman, Editor-in-Chief of SupplyChainBrain.

Show notes:

A SupplyChainBrain blog post: “Why Private Equity Investors Are Targeting the Chaotic Supply Chain Sector.”