Port & Trade Logistics
Logistics and trade businesses with asset-heavy balance sheets and cash cycles set by someone else.
Logistics businesses fund assets and receivables simultaneously. Fleet and infrastructure need capex, customers pay on their own terms, and the gap is financed by the operator — frequently at rates that quietly consume the margin the operation earns.
Volumes also move with trade cycles the business does not control, so a structure that works in a strong quarter can be dangerous in a weak one. Fixed cost against variable volume is the recurring failure mode.
We restructure the asset and receivables financing, build the route- and customer-level costing that shows where margin actually sits, and model the operating leverage before a downturn tests it.
How we work in Port & Trade Logistics
What the engagement usually looks like
Asset and receivables financing
Restructure fleet and infrastructure funding alongside the receivables cycle instead of treating them separately.
Route and customer profitability
Costing at the level decisions are made, so unprofitable lanes and accounts are visible early.
Operating leverage modelling
Stress the fixed-cost base against volume cycles before a weak quarter does it for you.
Capabilities
Where this work sits in the studio
- Debt & Blended FinanceWorking capital, venture debt and blended structures for businesses that should not be raising equity.Read more
- ControllershipThe controls, reporting structures and governance systems that make a company's numbers trustworthy.Read more
- Strategy ConsultingPositioning, functional alignment and the operating discipline that turns a plan into traction, for founders and boards past the validation stage.Read more
Talk to someone who knows the sector
Tell us where the business actually is and we will tell you what we would do first. No deck required.