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Portfolio Intelligence Scan
All Wynnchurch Capital portcos on radar · Directional spend by mode · HubSpot Company table
SOURCE · HubSpot Company View
FILTER · PE Firm = Wynnchurch Capital OR GP Partner = Wynnchurch Capital
REFRESH · 8/7/2026
FILTER · PE Firm = Wynnchurch Capital OR GP Partner = Wynnchurch Capital
REFRESH · 8/7/2026
What this view answers
Directional spend by mode, value alignment band, and engagement status across the Wynnchurch Capital portfolio.
Portcos in Scope
66
12 shown · 54 more on record
Directional Spend
$348.3M
Across 46 populated rows
High Value Alignment
10
Med 19 · Low/Unknown 37
Boost Coverage
70%
20 rows still $0
Exited Portcos
9
PE Firm - Former populated
Top 10 portcos by directional spend ranked by total spend
Iconex Llc
$65.3M
R3 Reliable Redistribution Resource
$63.1M
M2S Group
$30.0M
Handgards Inc.
$21.0M
Genesis Systems
$16.3M
Sunbelt Supply Co.
$15.0M
Semitorr Group
$13.3M
Mckenna Engineering And Equipment
$13.3M
Premier Forge Group
$11.8M
Clyde Industries
$11.8M
Spend by mode % of $348.3M total
34%
42%
20%
FTL $116.9M · 33.6%LTL $147.6M · 42.4%3PL $70.1M · 20.1%Parcel $10.2M · 2.9%Other (Air, Ocean) $3.5M · 1.0%
Air $1.5M and Ocean $2.0M grouped as Other (1.0% combined).
Filter portfolio
Portfolio matrix — 66 portcos · 10 High · 19 Medium · 9 exited
Click a column header to sort · click a portco to expand full detail
| Portco | Value Align. | Total Spend | Mode Mix | Sales Stage | Readiness | Partner POC | Status | Details |
|---|---|---|---|---|---|---|---|---|
| High | $65.3M | 3PL 43% | Customer | 0/3 | NOI | Active | ||
PE FirmWynnchurch Capital LLC FamilyM2S GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryOffice products retail & distribution QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $25.7M · LTL $11.8M · 3PL $27.8M | ||||||||
| High | $63.1M | LTL 82% | Lead | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyORS Nasco GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryChemicals QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $5.9M · LTL $52.0M · 3PL $5.2M | ||||||||
| Medium | $30.0M | LTL 50% | Engage | 0/3 | NOI | Active | ||
PE FirmWynnchurch Capital LLC FamilyM2S GP Stakes— Inv. FundWynnchurch Capital Partners VI, L.P Inv. Date8/7/2024 Inv. TypePlatform IndustryTextiles QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $10.0M · LTL $15.0M · Parcel $5.0M | ||||||||
| High | $21.0M | FTL 47% | Customer | 0/3 | Alex DeAraujo | Active | ||
PE FirmWynnchurch Capital LLC FamilyHandgards GP Stakes— Inv. Fund— Inv. Date— Inv. TypePlatform IndustryPlastic, packaging & containers QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $9.8M · LTL $5.7M · 3PL $5.5M | ||||||||
| High | $16.3M | FTL 59% | Customer | 0/3 | NOI | Active | ||
PE FirmWynnchurch Capital LLC Family— GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryMachinery QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $9.6M · LTL $5.8M · 3PL $980K | ||||||||
| Medium | $15.0M | LTL 67% | Customer | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyFloworks GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryAutomotive QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $3.0M · LTL $10.0M · Parcel $2.0M | ||||||||
| High | $13.3M | FTL 73% | Customer | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyFloworks GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryIndustrial machinery & equipment QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $9.7M · LTL $2.8M · 3PL $820K | ||||||||
| High | $13.3M | FTL 73% | Pre-Qualified Prospect | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyTrimlite GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryMechanical Or Industrial Engineering QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $9.7M · LTL $2.8M · 3PL $820K | ||||||||
| High | $11.8M | FTL 61% | Lead | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyPremier Forge Group GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryManufacturing QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $7.2M · LTL $2.0M · 3PL $2.5M | ||||||||
| Medium | $11.8M | LTL 92% | Customer | 0/3 | — | Exited— | ||
PE FirmWynnchurch Capital LLC (former) FamilyClyde Industries GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryArchitecture, engineering & design QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailLTL $10.9M · 3PL $895K | ||||||||
| Medium | $10.7M | LTL 53% | Lead | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyFloworks GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryBuilding Materials QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $5.0M · LTL $5.7M | ||||||||
| High | $9.6M | 3PL 59% | Customer | 0/3 | — | Exited— | ||
PE FirmWynnchurch Capital LLC (former) FamilyThe Wheel Group GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryTires & rubber QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $2.4M · LTL $1.5M · 3PL $5.7M | ||||||||
| High | $8.5M | FTL 58% | Lead | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyIron Form GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryBuilding Materials QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $4.9M · LTL $2.1M · 3PL $1.5M | ||||||||
| N/A | $8.5M | FTL 58% | Pre-Qualified Prospect | 0/3 | — | Exited— | ||
PE FirmWynnchurch Capital LLC (former) Family— GP Stakes— Inv. Fund— Inv. Date— Inv. Type— Industry— QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $4.9M · LTL $2.1M · 3PL $1.5M | ||||||||
| Medium | $7.6M | 3PL 95% | Customer | 0/3 | David Venker | Active | ||
PE FirmWynnchurch Capital LLC FamilyTrimlite GP Stakes— Inv. FundWynnchurch Capital Partners V, L.P.. Inv. Date7/1/2021 Inv. TypePlatform IndustryBuilding Materials QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailLTL $437K · 3PL $7.2M | ||||||||
| High | $5.3M | LTL 57% | Customer | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyHandgards GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryPulp & paper QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $310K · LTL $3.0M · 3PL $2.0M | ||||||||
| Medium | $5.0M | LTL 60% | Customer | 0/3 | Alex DeAraujo | Active | ||
PE FirmWynnchurch Capital LLC FamilyPrincipal LED GP Stakes— Inv. Fund— Inv. Date— Inv. TypePlatform IndustryWholesale QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $500K · LTL $3.0M · Parcel $500K · Ocean $959K | ||||||||
| Medium | $4.1M | Air 37% | Customer | 0/3 | Alex DeAraujo | Active | ||
PE FirmWynnchurch Capital LLC FamilyHyrdualic Technologies GP Stakes— Inv. FundWynnchurch Capital Partners VI, L.P. Inv. Date6/3/2024 Inv. TypePlatform IndustryIndustrial machinery & equipment QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $494K · LTL $1.3M · 3PL $90K · Parcel $658K · Air $1.5M | ||||||||
| Medium | $3.8M | LTL 84% | Engage | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyM2S GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryConsumer Services QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $370K · LTL $3.2M · 3PL $256K | ||||||||
| Medium | $3.2M | FTL 50% | Engage | 0/3 | Aron Beach | Active | ||
PE FirmWynnchurch Capital LLC FamilyAlleguard GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryBuilding Materials QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $1.6M · LTL $49K · 3PL $1.5M | ||||||||
| Medium | $3.0M | Parcel 67% | Customer | 0/3 | David Venker | Active | ||
PE FirmThe Edgewater Funds +1 FamilyISS GP StakesHunter Point Capital (GPS) Inv. FundWynnchurch Capital Partners V, L.P. Inv. Date12/1/2022 Inv. TypePlatform IndustryRepair services QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detail3PL $10K · Parcel $2.0M · Ocean $1.0M | ||||||||
| Medium | $2.9M | FTL 38% | Pre-Qualified Prospect | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyLatham The Pool Company GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryBuilding Materials QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $1.1M · LTL $1.0M · 3PL $769K | ||||||||
| Medium | $2.7M | FTL 93% | Engage | 0/3 | NOI | Active | ||
PE FirmWynnchurch Capital LLC FamilyM2S GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryPaper Forest Products QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $2.5M · LTL $18K · 3PL $247K | ||||||||
| Medium | $2.6M | 3PL 69% | Lead | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyMPL GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryBuilding Materials QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $680K · LTL $180K · 3PL $1.8M | ||||||||
| Medium | $1.6M | LTL 42% | Lead | 0/3 | David Venker | Active | ||
PE FirmWynnchurch Capital LLC FamilyLabrie Group GP Stakes— Inv. Fund— Inv. Date— Inv. TypePlatform IndustryAutomotive QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $272K · LTL $680K · 3PL $650K | ||||||||
| Medium | $1.5M | LTL 54% | Pre-Qualified Prospect | 0/3 | — | Exited— | ||
PE FirmWynnchurch Capital LLC (former) Family— GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryTextiles QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $640K · LTL $803K · 3PL $32K | ||||||||
| Medium | $1.3M | LTL 100% | Customer | 0/3 | — | Exited1/23/2023 | ||
PE FirmCLEARLAKE CAPITAL GROUP, L.P.;Wynnchurch Capital LLC (former) FamilyFloworks GP Stakes— Inv. FundWynnchurch Capital Partners V, L.P. Inv. Date1/23/2023 Inv. TypePlatform IndustryIndustrial machinery & equipment QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailLTL $1.3M | ||||||||
| Medium | $1.2M | 3PL 58% | Pre-Qualified Prospect | 0/3 | Aron Beach, Chris Wilson | Active | ||
PE FirmWynnchurch Capital LLC Family— GP Stakes— Inv. Fund— Inv. Date— Inv. TypePlatform IndustryFood Beverages QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $325K · LTL $190K · 3PL $700K | ||||||||
| Medium | $920K | 3PL 50% | Customer | 0/3 | Drew Scielzo | Active | ||
PE FirmWynnchurch Capital LLC FamilyEMS GP Stakes— Inv. Fund— Inv. Date— Inv. TypePlatform IndustryWholesale QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $101K · LTL $360K · 3PL $459K | ||||||||
| Medium | $836K | 3PL 51% | Pre-Qualified Prospect | 0/3 | Alex DeAraujo | Active | ||
PE FirmWynnchurch Capital LLC FamilyMattress Warehouse GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryFurniture QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $46K · LTL $360K · 3PL $430K | ||||||||
| Low/Unknown | $716K | LTL 61% | Pre-Qualified Prospect | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyNorthstar Aerospace GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryAviation Aerospace QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $930 · LTL $440K · 3PL $275K | ||||||||
| Low/Unknown | $575K | LTL 100% | Pre-Qualified Prospect | 0/3 | — | Exited— | ||
PE FirmWynnchurch Capital LLC (former) Family— GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryBuilding Materials QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $1K · LTL $574K | ||||||||
| Low/Unknown | $385K | LTL 57% | Customer | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyAlleguard GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryPlastic, packaging & containers QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailLTL $220K · 3PL $165K | ||||||||
| Low/Unknown | $212K | 3PL 69% | Pre-Qualified Prospect | 0/3 | David Venker | Active | ||
PE FirmWynnchurch Capital LLC FamilyFCA GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryPackaging And Containers QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $28K · LTL $38K · 3PL $146K | ||||||||
| Low/Unknown | $159K | FTL 77% | Pre-Qualified Prospect | 0/3 | Aron Beach | Active | ||
PE FirmWynnchurch Capital LLC FamilyReagent Chemical GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryMachinery QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $122K · LTL $21K · 3PL $17K | ||||||||
| Low/Unknown | $114K | LTL 100% | Engage | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyFloworks GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryMachinery QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailLTL $114K | ||||||||
| Low/Unknown | $112K | 3PL 97% | Pre-Qualified Prospect | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyGypsum Tech/Gyptech GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryManufacturing QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailLTL $4K · 3PL $109K | ||||||||
| Low/Unknown | $107K | LTL 82% | Pre-Qualified Prospect | 0/3 | — | Exited— | ||
PE FirmWynnchurch Capital LLC (former) Family— GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryBuilding Materials QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $8K · LTL $88K · 3PL $12K | ||||||||
| Low/Unknown | $54K | 3PL 56% | Customer | 1/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyFloworks GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryRepair services QVAComplete Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $3K · LTL $22K · 3PL $30K | ||||||||
| Low/Unknown | $45K | LTL 67% | Engage | 0/3 | Drew Scielzo | Active | ||
PE FirmWynnchurch Capital LLC FamilyORS Nasco GP StakesHunter Point Capital (GPS) Inv. FundMidCap Financial (as Agent) and Apollo Capital Management. Inv. Date8/7/2024 Inv. TypePlatform IndustryWholesale QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $15K · LTL $30K | ||||||||
| Low/Unknown | $22K | FTL 55% | Pre-Qualified Prospect | 0/3 | Aron Beach | Active | ||
PE FirmWynnchurch Capital LLC FamilyOwen Equipment GP Stakes— Inv. FundFund V Inv. Date— Inv. TypePlatform IndustryMachinery QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $12K · 3PL $10K | ||||||||
| Low/Unknown | $16K | FTL 100% | Lead | 0/3 | Steve Welborn | Active | ||
PE FirmWynnchurch Capital LLC FamilyA2 GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryComputer Hardware QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $16K | ||||||||
| Low/Unknown | $11K | LTL 55% | Qualified Prospect | 0/3 | Alex DeAraujo | Active | ||
PE FirmWynnchurch Capital LLC FamilyHandgards GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryConsumer Goods QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailLTL $6K · 3PL $5K | ||||||||
| Low/Unknown | $10K | LTL 80% | Pre-Qualified Prospect | 0/3 | — | Active | ||
PE FirmOne Equity Partners +1 FamilyRosboro GP StakesHunter Point Capital (GPS) Inv. Fund— Inv. Date— Inv. Type— IndustryPaper Forest Products QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $2K · LTL $8K | ||||||||
| Low/Unknown | $4K | FTL 100% | Pre-Qualified Prospect | 0/3 | NOI | Active | ||
PE FirmWynnchurch Capital LLC FamilyFloworks GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryFluid Power QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $4K · LTL $1K | ||||||||
| Low/Unknown | $3K | LTL 100% | Pre-Qualified Prospect | 0/3 | — | Exited— | ||
PE FirmWynnchurch Capital LLC (former) Family— GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryAirlines Aviation QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailLTL $3K | ||||||||
| Low/Unknown | $0 | — | Engage | 0/3 | NOI | Active | ||
PE FirmWynnchurch Capital LLC FamilyM2S GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryOther QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Customer | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyHandgards GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryPulp & paper QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Pre-Qualified Prospect | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC Family— GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryBiotechnology QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Engage | 0/3 | NOI | Active | ||
PE FirmWynnchurch Capital LLC FamilyFloworks GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryOil & gas exploration & services QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Customer | 0/3 | David Venker | Active | ||
PE FirmWynnchurch Capital LLC FamilyTrimlite GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryBuilding Materials QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Customer | 0/3 | David Venker | Active | ||
PE FirmWynnchurch Capital LLC FamilyTrimlite GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryRetail QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Lead | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyGypsum Tech/Gyptech GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryMechanical Or Industrial Engineering QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Pre-Qualified Prospect | 0/3 | Steve Welborn | Active | ||
PE FirmWynnchurch Capital LLC FamilyAlliance Designer Products GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryBuilding Materials QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Lead | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyAMD GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryHospital Health Care QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Pre-Qualified Prospect | 0/3 | Drew Scielzo | Active | ||
PE FirmWynnchurch Capital LLC FamilyNabrico GP Stakes— Inv. Fund— Inv. Date— Inv. TypePlatform IndustryManufacturing QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Engage | 0/3 | Aron Beach, Chris Wilson | Active | ||
PE FirmWynnchurch Capital LLC FamilyBiorigin GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryFood Beverages QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Lead | 0/3 | Aron Beach, Chris Wilson | Active | ||
PE FirmWynnchurch Capital LLC FamilyBiorigin GP Stakes— Inv. Fund— Inv. Date— Inv. TypeStrategic IndustryPaper Forest Products QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Lead | 0/3 | — | Exited— | ||
PE FirmWynnchurch Capital LLC (former) Family— GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryTelecommunications QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Pre-Qualified Prospect | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyJiffy Lube GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryAutomotive QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Pre-Qualified Prospect | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyLogistick GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryApparel Fashion QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Pre-Qualified Prospect | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyNabrico GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryMaritime QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Engage | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyPFM GP Stakes— Inv. Fund— Inv. Date— Inv. TypePlatform IndustrySporting & recreational equipment retail QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Pre-Qualified Prospect | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyStampede Meat GP Stakes— Inv. Fund— Inv. Date— Inv. TypePlatform IndustryFood Production QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Pre-Qualified Prospect | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyNabrico GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryOther QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Pre-Qualified Prospect | 0/3 | — | Active | ||
PE FirmWynnchurch Capital LLC FamilyNabrico GP Stakes— Inv. Fund— Inv. Date— Inv. Type— IndustryOther QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
Showing top 12 portcos by spend · 54 more on record
02
Project Opportunity Report
Active deals Stage 3+ plus Closed Won · Excludes Closed Lost only
SOURCE · HubSpot Deal View
FILTER · PE Firm = Wynnchurch Capital OR GP Partner = Wynnchurch Capital
STAGES · Initiate · Solution · Persuade · Implement · On-Hold · Closed Won
FILTER · PE Firm = Wynnchurch Capital OR GP Partner = Wynnchurch Capital
STAGES · Initiate · Solution · Persuade · Implement · On-Hold · Closed Won
Active Deals
48
Stage 3+ pipeline
Addressable Spend
$136.6M
Across 48 deals
Projected Savings
$3.5M
10 of 48 deals scoped
Deals on Exited Portcos
14
Ownership changed · confirm continuity
Pipeline stage mixdeal count by stage
6
Initiate
2
Solution
4
Persuade
5
Implement
25
Closed Won
6
On-Hold
Filter deals
Deal matrix — 48 deals · $136.6M addressable · 14 on exited portcos
Click a column header to sort · click a deal to expand full detail
| Identity | Opportunity | Action | ||||||
|---|---|---|---|---|---|---|---|---|
| Portco / Deal | Stage | Addr. Spend | Proj. Savings | Savings Areas | Sign-Off | Next Action | Owner | Details |
| Implement | $38.5M | $1.8M | LTL Equal-Transit Optimization Rate (%);LTL Equal-Transit Optimization Savings;LTL Low-Cost Optim... | Not requested | 7/23/26: Go-live stated for November. they are sticking with the current integration (good news for us) | Owen Lenander | ||
PE FirmWynnchurch Capital LLC GP StakesHunter Point Capital (GPS) Opp. TypeMulti-Modal Op Firm POCDrew Scielzo Main POC— Last Activity5/8/2026 | ||||||||
| Solution | $20.0M | Not yet scoped | — | Yes | 7/2/26: Initiate Program Negotiation | Tony Totta | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeParcel Op Firm POCDavid Venker, Drew Scielzo Main POC— Last Activity7/10/2026 | ||||||||
| On-Hold | $8.2M | $1.0M | LTL Low-Cost Optimization Savings;Same-Week Consolidation Savings | Not requested | 8/3/26: Deal moved to On Hold on "8/3/26" date | Ben Wallis | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POC— Main POC— Last Activity6/24/2026 | ||||||||
| On-Hold | $5.9M | $438K | FTL Variance to Market ($) | Not requested | 8/3/26: Deal moved to On Hold on "8/3/26" date | Ben Wallis | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POCNOI Main POC— Last Activity6/24/2026 | ||||||||
| Solution | $5.7M | Not yet scoped | — | Not requested | 7/9/26: Meeting next week | Ben Wallis | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeFTL Op Firm POC— Main POC— Last Activity8/6/2026 | ||||||||
| Exited | Implement | $2.2M | Not yet scoped | — | Not requested | 8/3/26: Publish rates, Go-live | Matthew Scanlon | |
PE FirmWynnchurch Capital LLC (former) GP Stakes— Opp. TypeLTL Op Firm POC— Main POC— Last Activity8/4/2026 | ||||||||
| On-Hold | $2.0M | Not yet scoped | Procurement - ROI;Other - Savings | Not requested | 6/29/26: Deal moved to On Hold on "6/29/26" date | Mat Andriano | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeFTL Op Firm POC— Main POCPresident and VP Last Activity6/22/2026 | ||||||||
| Persuade | $601K | Not yet scoped | — | Not requested | 7/10/26: Tony and Wynnchurch agreed on pricing, waiting to hear from Tony if Wynnchurch has started procurement event. | Matt Newman | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeParcel Op Firm POCDavid Venker Main POC— Last Activity6/23/2026 | ||||||||
| Persuade | $325K | Not yet scoped | — | Not requested | 7/10/26: Sent 3rd version of analysis to ISS/Prime Mover team 7/9/26. | Matt Newman | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POCDavid Venker Main POC— Last Activity6/23/2026 | ||||||||
| Implement | $217K | $8K | Procurement - ROI;Container Utilization Savings | Not requested | 5/19/26: Committed Go Live Date set for 5/18/26 | Jeremiah Chleborad | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POCDavid Venker Main POCDevon Miller Last Activity5/27/2026 | ||||||||
| Initiate | $190K | Not yet scoped | — | Not requested | 8/4/26: Waiting on Trimlite to get us involved in due timing | Jeremiah Chleborad | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POC— Main POC— Last Activity— | ||||||||
| Persuade | $180K | $8K | Reporting & Cost to Serve- ROI;Procurement - ROI | Not requested | 7/30/26: Deal moved to On Hold on "7/30/26" date | Javan Freyenberger | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POC— Main POC— Last Activity8/4/2026 | ||||||||
| Exited | On-Hold | $100K | Not yet scoped | — | Not requested | 7/30/26: Deal moved to On Hold on "7/30/26" date | Javan Freyenberger | |
PE FirmCLEARLAKE CAPITAL GROUP, L.P.;Wynnchurch Capital LLC (former) GP Stakes— Opp. TypeLTL Op Firm POC— Main POC— Last Activity— | ||||||||
| Exited | On-Hold | $40K | $5K | Procurement - ROI;Network Optimization - ROI | Not requested | 7/30/26: 7/30/26: On hold as FloWorks cannot do anything due to the Ferguson acquisition. 7/30/26: Deal moved to On Hold on "7/30/26" date | Javan Freyenberger | |
PE FirmCLEARLAKE CAPITAL GROUP, L.P.;Wynnchurch Capital LLC (former) GP Stakes— Opp. TypeMulti-Modal Op Firm POC— Main POC— Last Activity7/15/2026 | ||||||||
| Exited | Implement | $26K | Not yet scoped | — | Not requested | 8/6/26: Deal went live on "7/13/26" date | Javan Freyenberger | |
PE FirmCLEARLAKE CAPITAL GROUP, L.P.;Wynnchurch Capital LLC (former) GP Stakes— Opp. TypeLTL Op Firm POC— Main POC— Last Activity6/10/2026 | ||||||||
| Exited | Persuade | $20K | Not yet scoped | — | Not requested | 7/27/26: Committed Go Live Date set for | Javan Freyenberger | |
PE FirmCLEARLAKE CAPITAL GROUP, L.P.;Wynnchurch Capital LLC (former) GP Stakes— Opp. TypeLTL Op Firm POC— Main POC— Last Activity8/4/2026 | ||||||||
| Implement | $10K | Not yet scoped | HTS Code Analysis | Not requested | 5/1/26: 4/27/26: Deal went live on "4/27/26" date. Chris is working through remaining 200 HTS codes to audit 5.1.26 | Jeremiah Chleborad | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeInternational Op Firm POCDavid Venker Main POCDave Kippola Last Activity5/27/2026 | ||||||||
| Initiate | $0 | Not yet scoped | — | Not requested | 7/15/26: Analyze sample data for opportunity | Tony Totta | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeParcel Op Firm POC— Main POC— Last Activity— | ||||||||
| Initiate | $0 | Not yet scoped | — | Not requested | 6/12/26: Work with Chris Rismeyer @ HT to set up introduction to Fox Trot. | Kamryn Haupt | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POC— Main POC— Last Activity— | ||||||||
| Initiate | $0 | Not yet scoped | — | Not requested | 7/29/26: Sent over current contracts to customer to review. | Kamryn Haupt | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POC— Main POC— Last Activity8/3/2026 | ||||||||
| Initiate | $0 | Not yet scoped | — | Not requested | 7/10/26: Reach out to Stephen Elliott to get more info on recent acquisition and have him send onboarding packet to Koffler. | Matt Newman | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POC— Main POC— Last Activity— | ||||||||
| Initiate | $0 | Not yet scoped | — | Not requested | 7/16/26: Waiting on it to close | Jeremiah Chleborad | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POC— Main POC— Last Activity— | ||||||||
| Exited | On-Hold | $0 | Not yet scoped | — | Not requested | 7/9/26: Deal moved to On Hold on "7/9/26" date | Javan Freyenberger | |
PE FirmCLEARLAKE CAPITAL GROUP, L.P.;Wynnchurch Capital LLC (former) GP Stakes— Opp. TypeMulti-Modal Op Firm POC— Main POC— Last Activity5/20/2026 | ||||||||
| Closed Won | $11.1M | Not yet scoped | — | Not requested | 3/2/26: Deal Advanced to Closed Won on 3/7/22 | Owen Lenander | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POC— Main POC— Last Activity1/27/2022 | ||||||||
| Closed Won | $5.9M | Not yet scoped | — | Yes | 3/2/26: Deal Advanced to Closed Won on 8/28/25 | Jeremiah Chleborad | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POCDavid Venker Main POCDave Kippola Last Activity8/14/2025 | ||||||||
| Exited | Closed Won | $4.5M | Not yet scoped | — | Not requested | 3/2/26: Deal Advanced to Closed Won on 6/12/25 | Garrett Fraker | |
PE FirmWynnchurch Capital LLC (former) GP Stakes— Opp. TypeParcel Op Firm POC— Main POC— Last Activity10/21/2024 | ||||||||
| Closed Won | $4.3M | Not yet scoped | — | Not requested | 3/2/26: Deal Advanced to Closed Won on 2/1/24 | Owen Lenander | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POCDavid Venker Main POC— Last Activity10/30/2025 | ||||||||
| Closed Won | $4.3M | Not yet scoped | — | Not requested | 3/2/26: Deal Advanced to Closed Won on 5/16/25 | Tony Totta | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POC— Main POC— Last Activity2/17/2026 | ||||||||
| Closed Won | $4.0M | Not yet scoped | Total Freight Spend Reduction;TMS Compliance Savings;LTL Low-Cost Optimization Savings;LTL Low-Co... | Not requested | 3/2/26: Deal Advanced to Closed Won on 7/18/24 | Mike Ketelsen | ||
PE FirmWynnchurch Capital LLC +1 GP StakesHunter Point Capital (GPS) Opp. TypeMulti-Modal Op Firm POCDavid Venker Main POC— Last Activity1/22/2026 | ||||||||
| Closed Won | $4.0M | Not yet scoped | — | Not requested | 3/2/26: Deal Advanced to Closed Won on 1/31/25 | Ben Wallis | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POCAlex DeAraujo Main POC— Last Activity11/5/2025 | ||||||||
| Closed Won | $3.6M | $146K | Total Freight Spend Reduction;LTL Low-Cost Optimization Savings;LTL Equal-Transit Optimization Sa... | Not requested | 4/9/26: Deal Advanced to Closed Won on 4/9/26 | Owen Lenander | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POCAlex DeAraujo Main POC— Last Activity5/14/2026 | ||||||||
| Closed Won | $3.0M | Not yet scoped | — | Not requested | 3/2/26: Deal Advanced to Closed Won on 3/28/24 | Owen Lenander | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeInternational Op Firm POCDavid Venker Main POC— Last Activity10/30/2025 | ||||||||
| Closed Won | $1.5M | Not yet scoped | — | Not requested | 3/2/26: Deal Advanced to Closed Won on 9/19/22 | Owen Lenander | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POC— Main POC— Last Activity5/16/2022 | ||||||||
| Exited | Closed Won | $1.2M | $125K | LTL Equal-Transit Optimization Savings;Mode Optimization Savings | Not requested | 3/2/26: Deal Advanced to Closed Won on 10/10/24 | Mat Andriano | |
PE FirmWynnchurch Capital LLC (former) GP Stakes— Opp. TypeMulti-Modal Op Firm POC— Main POC— Last Activity7/10/2026 | ||||||||
| Exited | Closed Won | $1.2M | Not yet scoped | — | Not requested | 3/2/26: Deal Advanced to Closed Won on 10/25/24 | Garrett Fraker | |
PE FirmWynnchurch Capital LLC (former) GP Stakes— Opp. TypeLTL Op Firm POC— Main POC— Last Activity4/16/2025 | ||||||||
| Closed Won | $1.1M | Not yet scoped | — | Not requested | 7/29/26: Deal Advanced to Closed Won on 7/29/26 | Jeremiah Chleborad | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeInternational Op Firm POC— Main POC— Last Activity7/30/2026 | ||||||||
| Exited | Closed Won | $983K | $13K | Reporting & Cost to Serve- ROI;Network Optimization - ROI | Not requested | 5/4/26: Deal Advanced to Closed Won on 5/4/26 | Javan Freyenberger | |
PE FirmCLEARLAKE CAPITAL GROUP, L.P.;Wynnchurch Capital LLC (former) GP Stakes— Opp. TypeMulti-Modal Op Firm POC— Main POC— Last Activity2/11/2026 | ||||||||
| Exited | Closed Won | $796K | Not yet scoped | — | Not requested | 3/2/26: Deal Advanced to Closed Won on 7/29/24 | Garrett Fraker | |
PE FirmWynnchurch Capital LLC (former) GP Stakes— Opp. TypeLTL Op Firm POC— Main POC— Last Activity4/25/2024 | ||||||||
| Closed Won | $425K | Not yet scoped | — | Not requested | 3/2/26: Deal Advanced to Closed Won on 12/30/25 | Matthew Scanlon | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POCAlex DeAraujo Main POC— Last Activity9/29/2025 | ||||||||
| Exited | Closed Won | $250K | Not yet scoped | — | Not requested | 6/8/26: Deal Advanced to Closed Won on 6/8/26 | Javan Freyenberger | |
PE FirmCLEARLAKE CAPITAL GROUP, L.P.;Wynnchurch Capital LLC (former) GP Stakes— Opp. TypeLTL Op Firm POC— Main POC— Last Activity3/13/2026 | ||||||||
| Closed Won | $100K | $3K | Procurement - ROI | Not requested | 3/30/26: Deal Advanced to Closed Won on 3/30/26 | Jeremiah Chleborad | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POCDavid Venker Main POC— Last Activity5/27/2026 | ||||||||
| Closed Won | $75K | Not yet scoped | — | Yes | 3/2/26: Deal Advanced to Closed Won on 12/1/25 | Jeremiah Chleborad | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeFTL Op Firm POCDavid Venker Main POCDave Kippola Last Activity7/2/2025 | ||||||||
| Closed Won | $55K | Not yet scoped | — | Not requested | 3/2/26: Deal Advanced to Closed Won on 7/31/25 | Matt Newman | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeInternational Op Firm POC— Main POC— Last Activity2/21/2025 | ||||||||
| Exited | Closed Won | $15K | Not yet scoped | — | Not requested | 3/2/26: Deal Advanced to Closed Won on 4/18/25 | Garrett Fraker | |
PE FirmWynnchurch Capital LLC (former) GP Stakes— Opp. TypeSynapsum - Subscription Op Firm POC— Main POC— Last Activity5/19/2025 | ||||||||
| Closed Won | $13K | Not yet scoped | — | Not requested | Deal Advanced to Closed Won on 7/29/26 | Kamryn Haupt | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeInternational Op Firm POC— Main POC— Last Activity7/30/2026 | ||||||||
| Closed Won | $11K | Not yet scoped | — | Not requested | 6/24/26: Deal Advanced to Closed Won on 6/24/26 | Matt Newman | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeLTL Op Firm POC— Main POC— Last Activity6/26/2026 | ||||||||
| Exited | Closed Won | $0 | Not yet scoped | — | Not requested | 3/2/26: Deal Advanced to Closed Won on 8/11/24 | Javan Freyenberger | |
PE FirmCLEARLAKE CAPITAL GROUP, L.P.;Wynnchurch Capital LLC (former) GP Stakes— Opp. TypeMulti-Modal Op Firm POC— Main POC— Last Activity— | ||||||||
| Closed Won | $0 | Not yet scoped | — | Not requested | : Deal Advanced to Closed Won on 9/9/24 | Matt Newman | ||
PE FirmWynnchurch Capital LLC GP Stakes— Opp. TypeMulti-Modal Op Firm POC— Main POC— Last Activity6/17/2024 | ||||||||
25 Closed Won deals hidden · section focus is active pipeline
03
Value Play Roadmap
CI initiatives by portco · 44 active plays across 6 engaged portcos · 3 performance-tracked (no $ figure)
SOURCE · HubSpot CI Object
FILTER · PE Firm = Wynnchurch Capital
PACE CALC · Realized YTD x (12 / 8 months)
REFRESH · 8/7/2026
FILTER · PE Firm = Wynnchurch Capital
PACE CALC · Realized YTD x (12 / 8 months)
REFRESH · 8/7/2026
Realized YTD
$578K
Confirmed savings, booked
Annualized Pace Pace
$867K
Realized × 12/8 · run-rate, not a forecast
Directional Savings Estimate
$1.9M
Opportunity surfaced · not additive to Realized
Active Plays
44
Across 6 portcos
Portcos Exited
1
Of 6 engaged portcos
How to read this sectionRealized figures are confirmed and invoiced. Directional figures are opportunities eShipping surfaced in the TMS that we cannot confirm the portco acted on. The two are reported separately and should never be summed. Every play shows its own calculation method under ⓘ Methodology.
Realized Savings YTD confirmed, vs. target set
$578K of $2.5M
23% of target set
21 plays in this bucket have a target set
Directional Savings estimated, not confirmed
$1.9M of $2.3M
85% of target set
12 plays in this bucket have a target set
Plays by status, per portco count
On TrackPlanningNew InitiativeOn-HoldCompleted
FloWorks International LLC
9
Trimlite LLC
11
Fineline Settings
3
Industrial Service Solutions
11
Hydraulic Technologies
4
M2S Group
7
ORS Nasco
4
CI plays by category count
RealizedDirectionalPerformance
Cost per Shipment Savings
15
Same-Week Consolidation Savings
4
LTL Low-Cost Optimization Savings
3
Carrier RFP Savings
3
TMS Compliance Savings
3
Accessorial Cost Reduction
3
Other - Savings
2
Mode Optimization Savings
2
Network Optimization Savings
2
Same-Day Consolidation Savings
2
LTL Equal-Transit Optimization Rate (%)
1
Freight as % of Revenue
1
24-Hour Hold Optimization Savings
1
Audit Recovery
1
Claims Cost Reduction
1
Filter value plays
7 portcos · click a row to see its initiatives
FloWorks - Acquisition Integration - Cranford Equipment
Javan Freyenberger·Other - Savings
● In Progress
Target$15K
Realized YTD$0
Next Action
Cranford is live on the eShipping TMS. We are working on savings analysis vs. missed savings.
ⓘ Methodology
Account-specific - define methodology
e.g. N/A - account-specific methodology
FloWorks - LTL Optimization
Javan Freyenberger·LTL Low-Cost Optimization SavingsEst.
● In Progress
Target—
Realized YTD$35K
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Building out tracking dashboard to capture savings. 2025 baseline collected. 68.9% Equal Transit optimization baseline. $135k available savings. Discu…Building out tracking dashboard to capture savings. 2025 baseline collected. 68.9% Equal Transit optimization baseline. $135k available savings. Discussing with FloWorks on the target for 2026.
⚠ Blocker
Baseline data collection and carrier rate analysis needed
ⓘ Methodology
Avg Missed Savings per Shipment x Current Optimized Shipments
e.g. $85 avg missed savings x 120 optimized shipments = $10,200
FloWorks - Shipment Non-Compliance
Javan Freyenberger·TMS Compliance SavingsEst.
● In Progress
Target—
Realized YTD$1.0M
Flagged for review — treated as directional/estimated pending confirmation, not confirmed realized savings.
Next Action
Training is done. Working solution to analyze improvements.
⚠ Blocker
User adoption challenges - some locations bypassing TMS
ⓘ Methodology
(Baseline Non-Compliant Spend - Current Non-Compliant Spend)
e.g. $42,000 baseline non-compliant spend - $18,000 current non-compliant spend = $24,000
FloWorks - Sunbelt Supply Canada - Acquisition
Javan Freyenberger·Network Optimization SavingsEst.
● In Progress
Target—
Realized YTD$0
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Customer is live. No data was provided to provide a savings analysis. Seeing overall benefit of all data in one system.
⚠ Blocker
Complex multi-entity integration with varying systems and processes
ⓘ Methodology
Varies - defined per account methodology
e.g. N/A - methodology defined per account
FloWorks - Acquisition Integration - Flotech
Javan Freyenberger·Other - Savings
● New Initiative
Target$48K
Realized YTD$0
Next Action
Waiting for Flotech to respond to TMS training
⚠ Blocker
Flotech to respond to TMS training
ⓘ Methodology
Account-specific - define methodology
e.g. N/A - account-specific methodology
Floworks - Milk run: TX to LA
Javan Freyenberger·Same-Week Consolidation SavingsEst.
● Planning
Target$45K
Realized YTD$0
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Customer received the opportunity and reviewing internally how they can move to a weekly FTL vs. daily LTLs.
ⓘ Methodology
Avg Missed Savings per Shipment x Volume of Optimized/Consolidated Shipments. Example: 50 shipments optimized x $100 avg missed savings = $5,000. Always reported as savings opportunity, not confirmed realized savings - we surface opportunities in the TMS but cannot confirm the account acted on them. Always report both the current opportunity figure and progress toward the annual target.
e.g. $100 avg missed savings x 50 optimized shipments = $5,000
FloWorks - Acquisition Integration - CAC Industrial
Javan Freyenberger·Cost per Shipment Savings
● New Initiative
Target$2K
Realized YTD$0
Next Action
Waiting for Canadian carrier to provide pricing for loading
⚠ Blocker
Canadian carrier respond time
ⓘ Methodology
(Baseline Avg Cost - Current Avg Cost) x Volume
e.g. ($185 baseline - $160 current) x 2,000 shipments = $50,000
FloWorks - Mode Optimization (LTL to parcel/hot shot to LTL)
Javan Freyenberger·Mode Optimization SavingsEst.
● Planning
Target—
Realized YTD$468K
Target not yet set for this initiative — figure reflects a directional savings estimate, not confirmed realized savings.
Next Action
Complete mode shift opportunity analysis
⚠ Blocker
Need to quantify total opportunity size before setting target. Some determination on how reduced delivery speed will affect sales.
ⓘ Methodology
(Avg Cost per Unit, Old Mode - Avg Cost per Unit, New Mode) x Units Actually Moved to New Mode
e.g. ($2,400 - $2,100 per unit) x 120 units moved to new mode = $36,000
FloWorks - Parcel RFP
Javan Freyenberger·Carrier RFP Savings
● On-Hold
Target$93K
Realized YTD$0
Next Action
Sign the UPS FloWorks renewal program. Continue work on Wynnchurch combined program for additional savings.
⚠ Blocker
On hold due to the sale
ⓘ Methodology
(Pre-RFP Avg Rate - Post-RFP Avg Rate) x Shipment Volume
e.g. ($210 pre-RFP avg rate - $178 post-RFP avg rate) x 5,000 shipments = $160,000
Trimlite - Same week Consolidation Oppertunity
Jeremiah Chleborad·Same-Week Consolidation SavingsEst.
● In Progress
Target$126K
Realized YTD$0
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Monthly reporting
⚠ Blocker
Focus on outbound Customer Orders, if the customer needs it, it must ship and cannot Consol
ⓘ Methodology
Avg Missed Savings per Shipment x Volume of Optimized/Consolidated Shipments. Example: 50 shipments optimized x $100 avg missed savings = $5,000. Always reported as savings opportunity, not confirmed realized savings - we surface opportunities in the TMS but cannot confirm the account acted on them. Always report both the current opportunity figure and progress toward the annual target.
e.g. $100 avg missed savings x 50 optimized shipments = $5,000
Trimlite - International Ocean Imports To Index
Jeremiah Chleborad·Cost per Shipment Savings
● In Progress
Target$70K
Realized YTD$93K
Next Action
Monthly reporting
ⓘ Methodology
(Baseline Avg Cost - Current Avg Cost) x Volume
e.g. ($185 baseline - $160 current) x 2,000 shipments = $50,000
Trimlite - 2026 Fixed International Rates
Jeremiah Chleborad·Cost per Shipment Savings
● In Progress
Target$50K
Realized YTD$71K
Next Action
Monthly reporting
ⓘ Methodology
(Baseline Avg Cost - Current Avg Cost) x Volume
e.g. ($185 baseline - $160 current) x 2,000 shipments = $50,000
Trimlite - LTL Optimization Rate Improvement Opportunity
Jeremiah Chleborad·LTL Low-Cost Optimization SavingsEst.
● In Progress
Target$24K
Realized YTD$0
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Monthly reporting
ⓘ Methodology
Avg Missed Savings per Shipment x Current Optimized Shipments
e.g. $85 avg missed savings x 120 optimized shipments = $10,200
Trimlite - Freight Audit & dispute recovery
Jeremiah Chleborad·Audit Recovery
● In Progress
Target$13K
Realized YTD$6K
Next Action
Monthly reporting
ⓘ Methodology
Total Recoveries from Invoice Audits
e.g. $8,400 recovered from invoice audits this period
Trimlite - Freight Claim recoveries
Jeremiah Chleborad·Claims Cost Reduction
● In Progress
Target$3K
Realized YTD$765
Next Action
Monthly reporting
ⓘ Methodology
(Baseline Claims Spend - Current Claims Spend)
e.g. $36,000 baseline claims spend - $27,500 current claims spend = $8,500
Trimlite - Intra Canada Freight RFP
Jeremiah Chleborad·Cost per Shipment Savings
● In Progress
Target$2K
Realized YTD$1K
Next Action
Monthly reporting
ⓘ Methodology
(Baseline Avg Cost - Current Avg Cost) x Volume
e.g. ($185 baseline - $160 current) x 2,000 shipments = $50,000
Trimlite - TMS non compliant
Jeremiah Chleborad·TMS Compliance SavingsEst.
● In Progress
Target$1K
Realized YTD$222
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Monthly reporting
ⓘ Methodology
(Baseline Non-Compliant Spend - Current Non-Compliant Spend)
e.g. $42,000 baseline non-compliant spend - $18,000 current non-compliant spend = $24,000
Trimlite - FTL Savings
Jeremiah Chleborad·Cost per Shipment Savings
● In Progress
Target$1K
Realized YTD$0
Next Action
Monthly reporting
ⓘ Methodology
(Baseline Avg Cost - Current Avg Cost) x Volume
e.g. ($185 baseline - $160 current) x 2,000 shipments = $50,000
Trimlite - LTL RFP Savings
Jeremiah Chleborad·Cost per Shipment Savings
● In Progress
Target—
Realized YTD$333K
Next Action
Monthly reporting
ⓘ Methodology
(Baseline Avg Cost - Current Avg Cost) x Volume
e.g. ($185 baseline - $160 current) x 2,000 shipments = $50,000
Trimlite CI Reclass Reductions R&L
Jeremiah Chleborad·Accessorial Cost Reduction
● New Initiative
Target$120K
Realized YTD$81K
ⓘ Methodology
(Baseline Accessorial % - Current Accessorial %) x Total Freight Spend
e.g. (9% baseline - 6% current accessorial rate) x $500,000 freight spend = $15,000
Completed · 3 plays · $-33K realized · +$302K directional
Fineline Settings - Accessorial Claw-back
Javan Freyenberger·Accessorial Cost Reduction
● Completed
Target$32K
Realized YTD$-33K
Next Action
Continue dispute process and recovery tracking
⚠ Blocker
Identifying all recoverable accessorial charges from past invoices
ⓘ Methodology
(Baseline Accessorial % - Current Accessorial %) x Total Freight Spend
e.g. (9% baseline - 6% current accessorial rate) x $500,000 freight spend = $15,000
Fineline Settings - LTL Optimization
Javan Freyenberger·LTL Low-Cost Optimization SavingsEst.
● Completed
Target$80K
Realized YTD$114K
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Carrier optimization and rate negotiation
⚠ Blocker
Customer does not want us to do an LTL RFP/Sign an LOA. No change on this.
ⓘ Methodology
Avg Missed Savings per Shipment x Current Optimized Shipments
e.g. $85 avg missed savings x 120 optimized shipments = $10,200
Fineline Settings - LTL Weekly Consolidation
Javan Freyenberger·Same-Week Consolidation SavingsEst.
● Completed
Target—
Realized YTD$188K
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Monitor weekly consolidation execution
⚠ Blocker
Customer scheduling constraints for weekly consolidation windows
ⓘ Methodology
Avg Missed Savings per Shipment x Volume of Optimized/Consolidated Shipments. Example: 50 shipments optimized x $100 avg missed savings = $5,000. Always reported as savings opportunity, not confirmed realized savings - we surface opportunities in the TMS but cannot confirm the account acted on them. Always report both the current opportunity figure and progress toward the annual target.
e.g. $100 avg missed savings x 50 optimized shipments = $5,000
Industrial Service Solution - 2025 LTL RFP Implementation
Matt Newman·Cost per Shipment Savings
● In Progress
Target$42K
Realized YTD$42K
Next Action
Continue monthly tracking and reporting
ⓘ Methodology
(Baseline Avg Cost - Current Avg Cost) x Volume
e.g. ($185 baseline - $160 current) x 2,000 shipments = $50,000
Industrial Service Solution - FTL Lead Time Improvement Program
Matt Newman·Cost per Shipment Savings
● In Progress
Target$27K
Realized YTD$519
Next Action
Implement next-day notification requirements, educate locations
⚠ Blocker
65% of FTL shipments given same-day notification
ⓘ Methodology
(Baseline Avg Cost - Current Avg Cost) x Volume
e.g. ($185 baseline - $160 current) x 2,000 shipments = $50,000
Industrial Service Solution - LTL Carrier Optimization Rate Improvement
Matt Newman·LTL Low-Cost Optimization SavingsEst.
● In Progress
Target$25K
Realized YTD$10K
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Work with operations team on carrier selection compliance
⚠ Blocker
Current optimization rate at 78%, target is 80%
ⓘ Methodology
Avg Missed Savings per Shipment x Current Optimized Shipments
e.g. $85 avg missed savings x 120 optimized shipments = $10,200
ISS LTL Optimization
Matt Newman·LTL Equal-Transit Optimization Rate (%)Performance
● In Progress
Performance metric — target direction: Higher is better. No $ target/realized tracked for this category.
Next Action
none, keep tracking to make sure as a company they stay at 80% optimization
⚠ Blocker
locations sticking to using carriers they want to.
ⓘ Methodology
Target direction: Higher is better
ISS 2026 Parcel Negotiations
Matt Newman·Carrier RFP Savings
● New Initiative
Target$450K
Realized YTD$0
Next Action
Wynnchurch to kick off negotiations with FedEx and UPS
⚠ Blocker
none, wynnchurch agreed to fee structure
ⓘ Methodology
(Pre-RFP Avg Rate - Post-RFP Avg Rate) x Shipment Volume
e.g. ($210 pre-RFP avg rate - $178 post-RFP avg rate) x 5,000 shipments = $160,000
Industrial Service Solution - UPS Parcel Contract Renegotiation
Matt Newman·Cost per Shipment Savings
● Planning
Target$226K
Realized YTD$0
Next Action
Finalize UPS contract negotiation and confirm surcharge discount structure
⚠ Blocker
Pending confirmation of surcharge discounts in UPS pricing agreement
ⓘ Methodology
(Baseline Avg Cost - Current Avg Cost) x Volume
e.g. ($185 baseline - $160 current) x 2,000 shipments = $50,000
Industrial Service Solution - LTL Accessorial Cost Reduction
Matt Newman·Accessorial Cost ReductionEst.
● Planning
Target—
Realized YTD$15K
Target not yet set for this initiative — figure reflects a directional savings estimate, not confirmed realized savings.
Next Action
Conduct Q3 2026 accessorial cost reduction initiative
⚠ Blocker
Need to establish baseline accessorial spend and reduction targets
ⓘ Methodology
(Baseline Accessorial % - Current Accessorial %) x Total Freight Spend
e.g. (9% baseline - 6% current accessorial rate) x $500,000 freight spend = $15,000
Industrial Service Solution - Vendor Non-Compliance Reduction
Matt Newman·TMS Compliance SavingsEst.
● Planning
Target—
Realized YTD$28K
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Conduct analysis to identify non-compliant vendors and address chargeback risk
⚠ Blocker
Need to identify vendors not routing through eShipping
ⓘ Methodology
(Baseline Non-Compliant Spend - Current Non-Compliant Spend)
e.g. $42,000 baseline non-compliant spend - $18,000 current non-compliant spend = $24,000
ISS Parcel Accessorial Reduction
Matt Newman·Accessorial Cost Reduction
● New Initiative
Target—
Realized YTD$0
Next Action
waiting for UPS admin login
⚠ Blocker
waiting for negotiations to finish, need UPS admin login first to get data.
ⓘ Methodology
(Baseline Accessorial % - Current Accessorial %) x Total Freight Spend
e.g. (9% baseline - 6% current accessorial rate) x $500,000 freight spend = $15,000
ISS PPA to Prepaid Inbound LTL
Matt Newman·Cost per Shipment Savings
● New Initiative
Target—
Realized YTD$0
Next Action
Stephen Elliott to figure out how to find what they're paid vendors for Prepay and add freight.
⚠ Blocker
ISS needs to figure out how to get visibility to what they are paying their vendors for freight.
ⓘ Methodology
(Baseline Avg Cost - Current Avg Cost) x Volume
e.g. ($185 baseline - $160 current) x 2,000 shipments = $50,000
Industrial Service Solution - MSHS PPG Acquisition Integration
Matt Newman·Cost per Shipment Savings
● On-Hold
Target—
Realized YTD$0
Next Action
Need to collect data, conduct side-by-side rate analysis, quantify savings opportunity, set target
⚠ Blocker
Awaiting UPS contracts, UPS shipment data, and LTL/FTL invoice data from MSHS PPG
ⓘ Methodology
(Baseline Avg Cost - Current Avg Cost) x Volume
e.g. ($185 baseline - $160 current) x 2,000 shipments = $50,000
Hydraulic Technologies - LTL RFP
Kamryn Haupt·Carrier RFP Savings
● In Progress
Target$21K
Realized YTD$-18K
Next Action
Monthly progress tracking with customer
⚠ Blocker
Optimization is low- understanding carrier decision with customer in next touchpoint.
ⓘ Methodology
(Pre-RFP Avg Rate - Post-RFP Avg Rate) x Shipment Volume
e.g. ($210 pre-RFP avg rate - $178 post-RFP avg rate) x 5,000 shipments = $160,000
Hydraulic Technologies - Shipping Consolidation Program
Kamryn Haupt·Same-Week Consolidation SavingsEst.
● On-Hold
Target$60K
Realized YTD$83K
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Monthly progress tracking with customer
⚠ Blocker
Customer may have competing priorities for implementation focus
ⓘ Methodology
Avg Missed Savings per Shipment x Volume of Optimized/Consolidated Shipments. Example: 50 shipments optimized x $100 avg missed savings = $5,000. Always reported as savings opportunity, not confirmed realized savings - we surface opportunities in the TMS but cannot confirm the account acted on them. Always report both the current opportunity figure and progress toward the annual target.
e.g. $100 avg missed savings x 50 optimized shipments = $5,000
Completed · 2 plays · $0 realized
Hydraulic Technologies- CAPE Filings
Kamryn Haupt·CAPE/IEEPA Return Filings
● Completed
Target—
Realized YTD$0
Next Action
Customer was invoiced for CAPE filings on 05/22.
Hydraulic Technologies- Invoicing Clean Up
Kamryn Haupt·Other - PerformancePerformance
● Completed
Performance metric — target direction: Account-specific. No $ target/realized tracked for this category.
Next Action
Completed what we are able to, to ensure that invoice issues were resolved.
⚠ Blocker
Parcel Invoicing- they wish us to stop certain vendors from using their parcel program.
ⓘ Methodology
Target direction: Account-specific
M2S Group - Distribution Network Alignment and Regional Fulfillment Mode Consolidation
Matt Newman·Network Optimization SavingsEst.
● Planning
Target$850K
Realized YTD$0
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Conduct distribution network study
⚠ Blocker
Requires operational baseline and network analysis
ⓘ Methodology
Varies - defined per account methodology
e.g. N/A - methodology defined per account
M2S Group - Same Week Consolidation
Matt Newman·Same-Week Consolidation SavingsEst.
● Planning
Target$305K
Realized YTD$0
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Complete implementation and establish baseline
⚠ Blocker
Customer go-live and implementation required
ⓘ Methodology
Avg Missed Savings per Shipment x Volume of Optimized/Consolidated Shipments. Example: 50 shipments optimized x $100 avg missed savings = $5,000. Always reported as savings opportunity, not confirmed realized savings - we surface opportunities in the TMS but cannot confirm the account acted on them. Always report both the current opportunity figure and progress toward the annual target.
e.g. $100 avg missed savings x 50 optimized shipments = $5,000
M2S Group - FTL Pricing Improvement
Matt Newman·Cost per Shipment Savings
● Planning
Target$270K
Realized YTD$0
Next Action
Complete implementation and establish baseline
⚠ Blocker
Customer go-live and implementation required
ⓘ Methodology
(Baseline Avg Cost - Current Avg Cost) x Volume
e.g. ($185 baseline - $160 current) x 2,000 shipments = $50,000
M2S Group - LTL Pricing Improvement
Matt Newman·Cost per Shipment Savings
● Planning
Target$147K
Realized YTD$0
Next Action
Complete implementation and establish baseline
⚠ Blocker
Customer go-live and implementation required
ⓘ Methodology
(Baseline Avg Cost - Current Avg Cost) x Volume
e.g. ($185 baseline - $160 current) x 2,000 shipments = $50,000
M2S Group - Same Day Consolidation
Matt Newman·Same-Day Consolidation SavingsEst.
● Planning
Target$53K
Realized YTD$0
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Complete implementation and establish baseline
⚠ Blocker
Customer go-live and implementation required
ⓘ Methodology
Avg Missed Savings per Shipment x Volume of Optimized/Consolidated Shipments. Example: 50 shipments optimized x $100 avg missed savings = $5,000. Always reported as savings opportunity, not confirmed realized savings - we surface opportunities in the TMS but cannot confirm the account acted on them. Always report both the current opportunity figure and progress toward the annual target.
e.g. $100 avg missed savings x 50 optimized shipments = $5,000
M2S Group - Freight Revenue Improvements through Cost-to-Serve Modeling
Matt Newman·Freight as % of RevenuePerformance
● Planning
Performance metric — target direction: (Baseline Freight % - Current Freight %) x Current Revenue = $ Saved. No $ target/realized tracked for this category.
Next Action
Develop cost-to-serve visibility at order/SKU level
⚠ Blocker
Requires 12 months of operational data
ⓘ Methodology
(Baseline Freight % - Current Freight %) x Current Revenue = $ Saved
e.g. (6.2% baseline - 5.4% current freight % of revenue) x $12,000,000 current revenue = $96,000
M2S Group - Parcel Pricing Improvement
Matt Newman·Cost per Shipment Savings
● Planning
Target—
Realized YTD$0
Next Action
Analyze parcel spend and establish baseline
⚠ Blocker
Customer go-live and parcel data analysis required
ⓘ Methodology
(Baseline Avg Cost - Current Avg Cost) x Volume
e.g. ($185 baseline - $160 current) x 2,000 shipments = $50,000
ORS - Network Optimization Initiative
Matthew Scanlon·Mode Optimization Savings
● Planning
Target$448K
Realized YTD$0
Next Action
Continue mode shift analysis and execution
⚠ Blocker
Ongoing analysis of optimal mode shifts by lane
ⓘ Methodology
(Avg Cost per Unit, Old Mode - Avg Cost per Unit, New Mode) x Units Actually Moved to New Mode
e.g. ($2,400 - $2,100 per unit) x 120 units moved to new mode = $36,000
ORS - Phase I Implementation - Comprehensive Logistics Platform
Matthew Scanlon·Cost per Shipment Savings
● Planning
Target$408K
Realized YTD$0
Next Action
Validate baseline data with account team
⚠ Blocker
Baseline data validation in progress
ⓘ Methodology
(Baseline Avg Cost - Current Avg Cost) x Volume
e.g. ($185 baseline - $160 current) x 2,000 shipments = $50,000
ORS - Same Day Consolidation Program
Matthew Scanlon·Same-Day Consolidation SavingsEst.
● Planning
Target$390K
Realized YTD$0
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Refine opportunity identification logic
⚠ Blocker
Data quality issues on consolidation opportunity identification
ⓘ Methodology
Avg Missed Savings per Shipment x Volume of Optimized/Consolidated Shipments. Example: 50 shipments optimized x $100 avg missed savings = $5,000. Always reported as savings opportunity, not confirmed realized savings - we surface opportunities in the TMS but cannot confirm the account acted on them. Always report both the current opportunity figure and progress toward the annual target.
e.g. $100 avg missed savings x 50 optimized shipments = $5,000
ORS - 24-Hour Hold Optimization
Matthew Scanlon·24-Hour Hold Optimization SavingsEst.
● Planning
Target$336K
Realized YTD$0
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Get customer approval on 24hr delay strategy
⚠ Blocker
Requires customer buy-in on intentionally holding freight 24 hours
ⓘ Methodology
Consolidation Opportunities Identified x Avg Savings per Consolidation Opportunity = Potential Savings
e.g. 40 opportunities identified x $75 avg savings/opportunity = $3,000