Mergers & Acquisitions

M&A due diligence for a logistics client

Client

Trans Zone Logistics

Company size

Multiple distribution hubs

Regions Covered

Operates across 6 state
Services provided
Risk & Compliance Review

A growing logistics firm was considering the acquisition of a smaller regional competitor to expand its footprint and fleet capacity. Before moving forward, the client needed a comprehensive due diligence process to assess risks, validate value, and ensure strategic alignment. Our team conducted a deep dive into the target’s financials, operations, and compliance history—guiding the client through a smooth and informed acquisition.

We supported a leading logistics company through a complex merger and acquisition process by conducting thorough financial and operational due diligence. The client needed clear insights into the target company’s liabilities, contract obligations, asset quality, and revenue streams.

Our team performed a deep-dive analysis across financial statements, vendor agreements, fleet valuations, and regulatory compliance.

No items found.
Challenges

The client had never executed an acquisition at this scale and was concerned about hidden liabilities, inflated asset values, and integration risks. The target company had decentralized records and lacked transparency in fleet maintenance, making it difficult to assess the true value.

Solutions

We provided a thorough due diligence process that included legal, financial, and operational evaluations. Our multidisciplinary team worked closely with both parties to gather, assess, and verify all critical aspects of the acquisition.

  • Conducted fleet and asset inspections with depreciation analysis
  • Reviewed all legal contracts, leases, and client agreements
  • Assessed workforce status, compliance records, and HR liabilities
No items found.
Results

The client gained clear insight into the acquisition, negotiated a better price based on verified asset values, and avoided hidden liabilities. With a full understanding of integration requirements, the acquisition proceeded smoothly—resulting in faster post-merger synergies.

$1.4M
Overstated Asset Value Identified
100%
Compliance Gaps Uncovered
45%
Day Integration Plan Delivered
Chief Strategy Officer

Their due diligence saved us from costly surprises. We went into the acquisition with full confidence, knowing every risk and every opportunity. Their insights were detailed, strategic, and extremely actionable.

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