The opportunity consists of four entities that offer logistics forwarding and support service consisting of customs clearance and documentation for import and export clients between the U.S. and Mexico. The Company's operations consist of land transportation coordination, warehousing, handling, and storage, as well as customs data and communications management.
Key Aspects
· The Company has operated within the logistics support service industry for more than 100 years through three family generations.
· Strong connections are in place with both Mexican and U.S. customs broker license holders, ensuring a consistent pipeline of work.
· The Company is strategically headquartered in a major inland port city for the logistics industry between the U.S. and Mexico.
· Management notes that more than 95% of 2025 revenue is attributed to repeat clients.
· The Company has master service agreements (MSAs) in place with several of its largest clients.
Opportunities
· Conduct a targeted marketing campaign to identify and secure additional connections with customs brokers and clients to broaden market reach.
· Capitalize on the Company's extensive experience in the logistics support services industry to expand offerings to the border between Canada and the U.S.
· Pursue additional warehousing facility expansion to grow regional logistics market share.
· Join various logistics trade associations to increase brand awareness and utilize the resources trade associations offer, such as broker networking and industry insight.
Headquartered
· Southwest, U.S.
Current Markets
· The Company serves various businesses importing and exporting goods between Mexico and the United States.
Real Estate
· The Company operates from an approximate 120,000 sq. ft. office and warehouse facility in the Southwest, U.S., which is leased from an affiliated entity. The facility can be included in the sale of the Company or the lease can be assumed post sale.
Shareholder Objectives
· The Company is held by two owners who are seeking a full exit to pursue retirement. The majority owner is active in the management of the Company and would consider remaining with the Company for a negotiable transition period to ensure a smooth transition to new ownership. The minority owner is not involved in the operations of the Company. The owners would consider various deal structures to facilitate a transaction.
