Logistics Operator Expansion – Scalable Capital Structure & Finance Function Build
Size
$5.5M + $3.0M potential
Sector
Transportation
Capital Structure
Working Capital, Equipment Lease & FX Facilities
Role & Contribution
Fractional CFO, blended capital structuring, government funding, FX optimization
Client Overview & Situation
A high-growth logistics operator evolved from freight forwarding into warehousing and full first-mile-to-last-mile services. With rising demand and industry-wide shifts toward integrated logistics platforms, the founder needed a stronger financial foundation to support expansion, manage tariff volatility, and elevate reporting to an institutional standard.
Challenges
The company needed a unified capital solution for warehouse and last-mile growth, stronger working capital resilience, and a functional finance team. Fragmented processes and inconsistent reporting limited visibility and threatened scalability at a critical inflection point.
Engagement & Mandate
We were engaged as a Fractional CFO to rebuild the finance function, lead capital negotiations, and design a long-term capital structure capable of supporting aggressive growth. The objective was simple: make the business finance-ready, lender-ready, and scale-ready—without overwhelming management with process.
Our Approach
We rebuilt the finance organization, created clarity across financial responsibilities, and installed KPI-driven reporting. We secured all major capital components—asset-based lending, equipment leases, FX facilities, EDC support—and positioned the company within federal growth programs, ultimately securing one of the largest BDC Pivot Loans in the country.
The result was a $10M+ integrated capital package supporting both immediate expansion and long-term scalability.
Results & Strategic Impact
A rebuilt, high-performing finance function; significantly improved cash-flow resilience; and strengthened credibility with commercial banks, government partners, and future investors. With a scalable capital structure in place, the company is now positioned for $100 million revenue potential.
This engagement reflects our ability to deliver private-equity-quality financial leadership, integrate capital strategy with operational needs, and elevate a fast-growing operator into an institutionally credible, finance-driven organization.