Ben_Gordon

Where is the Logistics Service Provider Industry Going? Logistics Today: The World Turned Upside Down Benjamin Gordon Managing Director BG Strategic Advisors, Inc. April 20, 2006

BG Strategic Advisors: Leading Mergers & Acquisitions Advisor to the Logistics Industry Representative Clients / Relationships

The World Turned Upside Down ,[object Object],[object Object]

State of the Logistics Industry: The Year in Review Conventional Wisdom Surprising Reality ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Assets: an Albatross… ,[object Object],[object Object]

… or an Advantage? ,[object Object],[object Object],Annual Stock Performance Non-Asset Logistics Asset-Light Forwarders Truckload Carriers Class I Railroads CHRW, EXPD, UTIW EAGL, FWRD, HUBG, LSTR, PACR CVTI, HTLD, JBHT, KNX, SWFT, WERN, XPRSA BNI, CNI, CP, CSX, NSC, UNP

Growing Importance of Assets: Key Drivers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Infrastructure: Can North America Keep Up? SAFETEA-LU Asian Infrastructure Capacity Solution: PierPass Effort Port of Houston? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Acquisitions: The Consolidation Continues Non-Asset-Based Surface Transportation Air/Ocean Freight Forwarding Asset-Based Transportation C. H. Robinson Transplace Ryder Logistics Hub Group Schneider Logistics UPS Cat Logistics RR Donnelley Logistics Pacer Penske Menlo NYK Logistics Exel (Mark VII) FedEx Pittsburgh Logistics Landstar Transport Industries $18.9 B Exel Americas (T&B) Ingram Micro Logistics UPS APL (GATX) KN (USCO) Americold TPG (TNT/CTI) CAT Logistics Logistics Insights Genco Ozburn-Hessey Logistics Standard Value-Added Warehouse $12.7 B UPS (Menlo, Fritz) DHL (Danzas, AEI) EGL (Circle) BAX Global Expeditors GeoLogistics UTI Maersk Logistics Phoenix International Panalpina KN Kintetsu World Express USA Hellmann Worldwide Logistics - USA $9.4 B Ryder Dedicated Penske Logistics Schneider Dedicated JB Hunt Dedicated Averitt Express Ruan Logistics SIRVA Logistics Swift Transportation $7.9 B 0% 20% 40% 60% 80% 100% 20% 40% 60% 80% 100% Total = $48.8 Billion 2004e Revenues Note: Only includes the top-50 companies, or $49 billion. Total U.S. logistics market is actually over $75 billion. U.S. Logistics Market Map: Top 50 Companies

3PL Consolidation: Convergence of Global Freight Forwarding and U.S. Warehousing Non-Asset-Based Surface Transportation Air/Ocean Freight Forwarding Asset-Based Transportation C. H. Robinson Transplace Ryder Logistics Hub Group Schneider Logistics UPS Cat Logistics RR Donnelley Logistics Pacer Penske Menlo NYK Logistics Exel (Mark VII) FedEx Pittsburgh Logistics Landstar Transport Industries $18.9 B Deutsche Post (Exel, T&B) Ingram Micro Logistics UPS APL (GATX) KN (USCO) Americold TPG (TNT/CTI) CAT Logistics Logistics Insights Genco Ozburn-Hessey Logistics Standard Value-Added Warehouse $12.7 B UPS (Menlo, Fritz) DHL (Danzas, AEI) EGL (Circle) Expeditors UTI Maersk Logistics Phoenix International Panalpina KN Kintetsu World Express USA Hellmann Worldwide Logistics - USA $9.4 B Ryder Dedicated Penske Logistics Schneider Dedicated JB Hunt Dedicated Averitt Express Ruan Logistics SIRVA Logistics Swift Transportation $7.9 B 0% 20% 40% 60% 80% 100% 20% 40% 60% 80% 100% 2004e Revenues Note: Only includes the top-50 companies, or $49 billion. Total U.S. logistics market is actually over $75 billion. International Acquirors Total = $48.8 Billion U.S. Logistics Market Map: Top 50 Companies PWC Logistics Schenker (DB) BAX Global GeoLogistics APL Kuehne & Nagel Deutsche Post Exel TPG

Acquisitions: Other Key Deals Emerging Leaders Convergence Mega-Deals ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

State of the Industry: IWLA Member Survey Confirms These Trends

State of the Industry: IWLA Member Survey Confirms These Trends ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Strong Growth Throughout the Industry Growing Gap between Winners and Losers Clouds on the Horizon Consolidation Wave Creates Threats and Opportunities Source: IWLA 2006 Business Outlook

Implications for LQ’s Executive Exchange Key Questions to Consider Possible Responses ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Control your destiny. Pick a strategy – by choice, not default. Make investments to ensure you will be a winner.

Contact Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Ben_Gordon

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