The Logistics of Logistics

In "The Collision of Capital, Technology & Logistics", Joe Lynch speaks with Founder & Managing Partner of Gamma Point Advisory, Joey Milstein, about how the intersection of private equity, artificial intelligence, and operational execution is reshaping the future of supply chain M&A.
About Joey Milstein
Joey Milstein has spent more than 35 years inside the machinery of global trade, leading commercial organizations for ocean carriers, freight forwarders, and venture-backed logistics technology companies before moving to the advisory side. Having built businesses, sold technology, raised capital, and led growth from inside the industry, he brings an operator's perspective to every transaction. As Founder & Managing Partner of Gamma Point Advisory, Joseph advises founders on sell-side M&A and guides private equity firms, institutional investors, and strategic acquirers on buy-side strategy, growth, and logistics technology. He is known for connecting the worlds of operations, innovation, and capital, helping clients identify opportunities others miss and navigate one of the world's most complex industries with clarity and conviction. Joseph holds both Bachelor's and Master's degrees from New York University and serves as a strategic advisor to multiple logistics technology companies.
About Gamma Point Advisory
Gamma Point Advisory is a boutique M&A and strategic advisory firm focused exclusively on transportation, supply chain, and logistics technology. Unlike generalist investment banks or consultants, Gamma Point combines deep operating experience with transaction expertise, giving clients advice grounded in how the industry actually works. The firm advises founder-led businesses on sell-side M&A, capital formation, and strategic growth, while providing buy-side advisory to private equity firms, institutional investors, and strategic acquirers sourcing, evaluating, and executing investments across the logistics ecosystem. Gamma Point also works closely with emerging logistics technology companies to accelerate commercialization and market adoption. Gamma Point sits at the intersection of three worlds that rarely speak the same language: operators who move freight, innovators building the future, and the capital that funds it.
Key Takeaways: The Collision of Capital, Technology & Logistics
In "The Collision of Capital, Technology & Logistics", Joe Lynch speaks with Founder & Managing Partner of Gamma Point Advisory, Joey Milstein, about how the intersection of private equity, artificial intelligence, and operational execution is reshaping the future of supply chain M&A.
The Intersection of Three Disconnected Worlds: Capital markets, technology providers, and logistics operators routinely "talk past each other" at industry conferences. Sustainable progress requires a "translator" who understands the nuances of operational realities, deal structures, and true software utility.
The "Silver Tsunami" Driving Consolidation: Hundreds of healthy, lower mid-market logistics companies (drayage, family-owned forwarders, customs brokers) are reaching an inflection point. Owners in their 60s and 70s without generational succession plans are seeking capital infusions, mergers, or buyouts to exit.
Prep Work Directly Impacts Valuations: Founders often lose millions in prospective sale value by going to market unprepared. Spending 3–6 months to audit operations, clean up balance sheets, remove unutilized assets ("dead wood"), and document institutional knowledge transforms potential multiples from 4x to 6x EBITDA.
Private Equity's "Buy-and-Build" Playbook: Private equity interest in logistics—especially freight brokerage—is accelerating. PE firms look for established "platform" companies to serve as a base, then execute a "buy-and-build" strategy by acquiring smaller complementary add-ons to build scale rapidly over a 3-to-5-year horizon.
Adopting Technology to Boost Valuations: Tech adoption is no longer optional for legacy operators. Implementing scalable, transferable software or modern AI tools directly increases a firm's exit valuation multiple, whereas sticking to outdated manual processes or disconnected legacy tech depresses market interest.
Evaluating "Real AI" vs. Expensive Demos: With capital drying up for speculative "digital brokers" that subsidized freight rates without long-term profitability, investors and buyers now focus on technology that delivers measurable operational productivity, security, and lower overhead rather than slick, superficial software demos.
Culture and Team Depth Outweigh Simple Financials: Successful acquisitions require balancing human dynamics and cultural fit alongside pure financial metrics. Founders must build institutional depth rather than centralizing all sales, financial, and operational expertise within a single leader.
Learn More About The Collision of Capital, Technology & Logistics
Joey Milstein | Linkedin
Gamma Pint Advisory | Linkedin
Gamma Point Advisory
Gamma Point Podcast
AI In Logistics | What works and what doesnt
The Logistics of Logistics Podcast
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In "Eliminating EDI Headaches: Managed Integration vs. Ticket Queues", Joe Lynch speaks with Co-Founder and Leader of Atadex, Mitch Bernet, about how fully managed EDI and API integrations eliminate operational bottlenecks, speed up customer onboarding, and drive supply chain profitability.
About Mitch Bernet
Mitch Bernet is the Co-Founder and Leader of Atadex, bringing decades of supply chain expertise and executive leadership to the role. Raised in Cleveland, Ohio, he earned a degree from Providence College, an MBA in Finance from Creighton University, and launched his career at Union Pacific Railroad before taking senior management roles at Conrail, APL Logistics, and Hub Group. A seasoned entrepreneur, he went on to found Integra Logistics in 2003 and co-found Coyote Logistics in 2008—growing the Atlanta-based business through its eventual acquisition by UPS—before taking a brief hiatus and returning to the industry to co-found Atadex. Married to Rosanna for 35 years, he is the proud father of two children, Matthew and Katherine, who graduated from Georgia Tech and the University of Georgia, respectively.
About Atadex
Atadex is a full-service EDI (Electronic Data Interchange) and API integration provider exclusively focused on the supply chain and logistics industry. The company was founded to deliver fully managed, fast, low-cost data integration—handling everything end to end so clients don't need in-house EDI expertise and positioning itself as an alternative to legacy EDI vendors, self-serve platforms, and traditional professional services. Atadex connects any TMS or WMS (including Blue Yonder, Trimble, Manhattan, Turvo, Shipwell, TAI, and McLeod) to any trading partner, supporting all major formats (X12, EDIFACT, API, XML, CSV, JSON) and transaction types. The company processes over 50 million messages per month and has completed more than 5,000 go-lives, pairing each client with a dedicated, US-based account manager. Its goal is to fundamentally change how data integration is managed and serviced, helping clients improve productivity, performance, and profitability. Target customers include carriers and 3PLs with complex partner networks, warehouses and 4PLs seeking a fully outsourced EDI department, and TMS/WMS providers wanting to offer integration without building their own delivery teams. Atadex also offers AssetMaps (fleet consolidation) and Freight Board Central (freight board integration).
Key Takeaways: Eliminating EDI Headaches: Managed Integration vs. Ticket Queues
In "Eliminating EDI Headaches: Managed Integration vs. Ticket Queues", Joe Lynch speaks with Co-Founder and Leader of Atadex, Mitch Bernet, about how fully managed EDI and API integrations eliminate operational bottlenecks, speed up customer onboarding, and drive supply chain profitability.
EDI as a Profitability Driver, Not Just an IT Task: Data integration directly impacts the bottom line by eliminating manual data entry, reducing human error, and allowing logistics staff to manage up to 25% more volume per person without adding head count.
Overcoming System Incompatibility via "Universal Translation": Supply chain tech remains heavily fragmented between legacy systems (like mainframes or EDI X12) and modern RESTful APIs. Atadex acts as a universal translator, mapping and converting any data format into whatever spec a trading partner requires.
Speed to Integration Equals Speed to Revenue: Onboarding delays can stall new customer relationships for months and destroy projected margins. Rapid implementation and proactive partner coordination directly protect customer retention and protect sales commissions.
Fully Managed Service vs. Anonymous Ticket Queues: Logistics operates on extreme urgency where every minor issue feels like a major emergency. Relying on dedicated, domain-expert project managers who proactively catch failed transmissions beats putting in tickets with traditional tech providers.
Decoupling Customer Support from Technical Engineering: Mirroring the operational structure pioneer Jeff Silver used at Coyote Logistics, separating client-facing project managers from back-end technical mappers ensures seamless communication and higher overall customer satisfaction.
Transparent Pricing Over Complex VAN Fees: Traditional EDI value-added networks (VANs) often obscure costs behind per-kilo-character charges. Simplifying billing to clear, per-message rates provides total transparency so companies can calculate precise integration costs per trading partner.
Practical AI Integration with a "People-First" Foundation: While AI tools (like Claude) are being developed internally to speed up complex mapping and protocol translation, technology will supplement—rather than replace—the critical human element required to support high-stakes logistics operations.
Learn More About Eliminating EDI Headaches: Managed Integration vs. Ticket Queues
Mitch Bernet | Linkedin
Atadex | Linkedin
Atadex
USMMG Partners with Atadex for EDI Solutions | LinkedIn
Trailer Bridge's Partnership With Atadex as Their EDI Provider Revolutionized Their Efficiency | LinkedIn
The Game-Changer for Riverside Transport's EDI and Target Performance | LinkedIn
Atadex| Facebook
The Logistics of Logistics Podcast
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In "The Infrastructure Autonomous Delivery Needs", Joe Lynch speaks with Chairman and CEO of Arrive AI, Dan O'Toole, about why smart endpoint infrastructure is the missing link to scaling autonomous logistics.
About Dan O'Toole
Dan O'Toole, CEO of Arrive AI, can speak to why endpoint coordination networks and logistics software are becoming the unresolved infrastructure problem—and the most durable value driver—in commercial autonomous logistics. Drawing on clinical-grade deployment data that reveals what the market actually needs to scale, he offers actionable lessons on how these operational insights translate seamlessly from healthcare to the broader commercial logistics ecosystem.
About Arrive AI
Arrive AI (Nasdaq: ARAI) stands apart by addressing the critical gap in autonomous logistics: the endpoint. Its Arrive Points smart hubs and Arrive OS software form a hardware-agnostic, AI-orchestrated network that connects drones, ground robots, and human couriers through verified, chain-of-custody handoffs. Backed by a decade of development, 10 U.S. patents, and international filings in 20-plus countries, this architecture isn't a feature add-on—it is the essential operating layer that makes autonomous delivery commercially viable. While competitors rush to deploy vehicles, Arrive AI has already proven its infrastructure in high-stakes, live hospital environments—securing a second contract on the strength of its initial deployment—positioning the company as a defensible, revenue-ready infrastructure asset as public markets increasingly reward durable AI networks.
Key Takeaways: The Infrastructure Autonomous Delivery Needs
In "The Infrastructure Autonomous Delivery Needs", Joe Lynch speaks with Chairman and CEO of Arrive AI, Dan O'Toole, about why smart endpoint infrastructure is the missing link to scaling autonomous logistics.
Solving the "Last 50 Feet" Problem: While multimillion-dollar autonomous drones and ground rovers can navigate miles via GPS and LiDAR, deliveries often fail at the final drop-off point. Arrive AI bridges this gap with Arrive Point™ smart hubs, providing a secure physical landing pad and drop-chute for autonomous vehicles.
Creating an Unbroken Chain of Custody: To combat the 1.7 million packages stolen daily in the U.S. and secure high-value goods like pharmaceuticals, Arrive Points utilize biometrics, RFID, and time-of-flight sensors. The unit stays locked until accessed by an authorized recipient, maintaining a verified digital record from dispatch to retrieval.
Hardware-Agnostic Infrastructure for Universal Access: Rather than fragmenting the market with proprietary drop zones for different brands, Arrive AI acts as a carrier-agnostic portal. Its open operating layer (Arrive OS) allows drones, ground robots, and human couriers from any fleet to execute seamless handoffs at a single managed endpoint.
Unlocking Asynchronous Delivery: Traditional delivery requires both courier and recipient to synchronize schedules, leading to costly re-delivery delays. Arrive AI's smart hubs decouple drop-off times from human availability, allowing 24/7 unattended deliveries and pick-ups without risk of weather damage, theft, or product degradation.
A Defensible "Napkin to Nasdaq" IP Wall: Founded in 2014 and listed on the Nasdaq (ARAI) in 2025, Arrive AI established a critical first-mover advantage by filing foundational patents before major tech giants. The company now holds 10 U.S. patents and international filings across 20+ countries, creating a robust intellectual property moat.
Proven Performance in High-Stakes Environments: Beyond residential ecommerce, Arrive AI's infrastructure has been validated in live hospital settings—where delivery failures carry strict regulatory consequences rather than just operational inconvenience. This clinical-grade reliability directly enabled the company to secure follow-on enterprise contracts.
Climate Control for Sensitive Payloads: Outfitted with Climate Assist™ technology, Arrive Points can actively heat or cool up to 20 degrees within minutes to preserve perishable groceries and temperature-sensitive medical supplies, while integrated top-door heaters keep snow and ice from freezing the automated doors.
Learn More About The Infrastructure Autonomous Delivery Needs
Dan O'Toole | Linkedin
Arrive AI | Linkedin
Arrive AI
OpenAI's IPO filing and the broader public-market rush into AI
PepsiCo is running 35 driverless trucks commercially. Amazon just deployed a next-generation warehouse robot as part of a $12 billion investment push
The Logistics of Logistics Podcast
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In "How Nordian's Platform Enables Long-Haul Autonomy", Joe Lynch speaks with Co-founder and CEO of Nordian, Michael Schramm, about how Nordian enables long-haul autonomy by combining precise positioning, satellite connectivity, and edge intelligence into a single platform.
About Michael Schramm
Michael Schramm is Co-founder and CEO of Nordian, the positioning and connectivity platform for Physical AI, delivering centimeter-level GNSS corrections, satellite connectivity, and fleet lifecycle management to some of the largest industrial OEMs in the Americas. A serial entrepreneur with 15+ years of executive leadership, he is a founding partner of Ambush, an applied AI engineering firm; co-founder of Echo54, an advanced sensing R&D company serving US and allied government agencies; and founder of GOAT, an acquired consumer micro-mobility company. Across nearly two decades of building companies that operate in the physical world, he kept running into the same failure point: machines break when positioning and connectivity aren't engineered as one system. Nordian exists to fix that.
About Nordian
Nordian is the positioning and connectivity platform for Physical AI. One platform delivers centimeter-level GNSS corrections, integrated satellite connectivity, and fleet lifecycle management to industrial OEMs across transportation, agriculture, and mining. Headquartered in Austin, Texas, and deliberately launched in the hardest environments on Earth, Nordian built South America's largest PPP-RTK network, and its platform serves 80% of the region's 20 largest agricultural OEMs. Proven where networks fail and machines can't, Nordian is now expanding globally to power autonomous operations at scale.
Key Takeaways: How Nordian's Platform Enables Long-Haul Autonomy
In "How Nordian's Platform Enables Long-Haul Autonomy", Joe Lynch speaks with Co-founder and CEO of Nordian, Michael Schramm, about how Nordian enables long-haul autonomy by combining precise positioning, satellite connectivity, and edge intelligence into a single platform.
Physical AI is a Connectivity and Processing Challenge, Not an AI Model Problem: Current AI systems are fully capable of handling autonomous navigation, but real-world physical AI is constrained by connectivity and real-time processing capabilities. Offloading critical decisions to back-end cloud servers introduces latency, which is dangerous for heavy machinery like a 25-ton autonomous truck moving at highway speeds.
Edge Computing and Local Inference Eliminate Deadly Latency: To operate safely without reliance on uninterrupted internet access, 100% of mission-critical decisions must occur directly on the device using edge computing. Nordian provides the local processing capacity needed for real-time inference, allowing autonomous vehicles, drones, and heavy equipment to operate safely in "air-gapped" environments or during brief network dropouts.
Centimeter-Level Positioning Replaces Imprecise Traditional GPS: Standard GPS provides meter-level accuracy, which is acceptable for route navigation but unacceptable for vehicle control, lane-level autonomous driving, precise geofencing, or row-crop agriculture. By combining satellite signals with dedicated ground reference stations to calculate real-time differential corrections, Nordian achieves centimeter-level accuracy required for absolute control.
Integration Burden is the Primary Bottleneck for OEMs: Equipment manufacturers historically acted as their own integrators—trying to bolt together separate vendors for chipsets, satellite bands, cellular modems, and edge computing. Nordian abstracts this complexity by unifying precise positioning, resilient connectivity, and edge intelligence into a single plug-and-play factory-installed package with an SDK for custom software development.
A Multi-Band "N+3" Connectivity Model Bridges the Connectivity Gap: Autonomy dies where cellular coverage fails, particularly across the 71% of U.S. roadways located in rural environments. Nordian solves the connectivity gap by layering cellular networks, L-band communications, and low Earth orbit (LEO) satellite constellations (including integrated Starlink connectivity) into a redundant system capable of rapid sub-10-second signal convergence.
Agricultural Battle-Testing Translates Directly to Transportation and Logistics: Before expanding into long-haul trucking and yard logistics, Nordian proved its system in South America's harsh agricultural environments, building a massive reference station network across Brazil and Argentina. This foundation enabled them to capture 80% of the top 20 agricultural OEMs in the region—proving the technology where infrastructure is non-existent and atmospheric interference (scintillation) is severe.
Autonomous Technology Target Long-Haul Workloads to Improve Quality of Life: Autonomous technology is positioned to address structural labor shortages by replacing high-turnover, long-haul routes (where drivers are away from home for weeks) with fully autonomous systems or human-augmented modes. This shifts human operators toward last-mile and short-haul jobs, improving driver safety, operational utilization, and overall work-life balance.
Learn More About How Nordian's Platform Enables Long-Haul Autonomy
Michael Schramm | Linkedin
Nordian | Linkedin
Nordian
Contact Nordian
Nordian Authorized to Resell Starlink High-Speed Internet to Businesses & Enterprises.
Nordian Expands High-Precision GNSS Positioning to Brazil Through Strategic Partnership with u-blox
Federal News Network's Space Hour Podcast - Connecting devices out in remote regions
Fierce Network - Nordian authorized to resell Starlink internet to businesses and enterprises
Ending the 60% Waste: The Radical Shift Trucking Needs Right Now
The Logistics of Logistics Podcast
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In "Trimble's Perspective: The Future of Freight is Connected", Joe Lynch and Rob Painter, Trimble's President and Chief Executive Officer, discuss how Trimble connects the freight ecosystem—people, data, and workflows—to navigate the difficult truckload market and drive customer efficiency using AI and integrated commercial solutions.
About Rob Painter
Rob Painter became Trimble's president and chief executive officer in January 2020. From 2016 through 2019, he served as the Company's chief financial officer. Joining the Company in 2006, Painter held a variety of leadership positions, including corporate development, corporate strategy, general manager of Construction Services, general manager of the Intelligent Construction Tools international joint venture, and vice president of Trimble Buildings construction software. In August 2023, he was appointed to serve on the Synopsys Board of Directors. Painter holds a bachelor's degree in finance from West Virginia University and an MBA from Harvard University.
About Trimble Transportation
Trimble Transportation provides fleets with solutions to create a fully integrated supply chain. With an intelligent ecosystem of products and services, Trimble Transportation enables customers to embrace the rapid technological evolution of the industry and connect all aspects of transportation and logistics — trucks, drivers, back office, freight and assets. Trimble Transportation delivers an open, scalable platform to help customers make more informed decisions and maximize performance, visibility and safety.
Key Takeaways: Trimble's Perspective: The Future of Freight is Connected
In "Trimble's Perspective: The Future of Freight is Connected", Joe Lynch and Rob Painter, Trimble's President and Chief Executive Officer, discuss how Trimble connects the freight ecosystem—people, data, and workflows—to navigate the difficult truckload market and drive customer efficiency using AI and integrated commercial solutions.
Holistic Solution for a Difficult Truckload Market: Trimble's T&L segment directly addresses the pressures of the current truckload market by providing core operational platforms (TMW.Suite, TruckMate) to help carriers, shippers, and brokers manage operations, accounting, and dispatch, ensuring maximum efficiency and cost control when margins are tight.
Driving Strategy with the Connect & Scale Message: The entire product portfolio—spanning TMS, maintenance, visibility, and procurement—is structured to embody Trimble's "Connect & Scale" message, which focuses on integrating people, data, and workflows into a unified ecosystem to drive growth and efficiency.
AI-Powered Autonomous Freight Procurement: Trimble is leveraging AI within its Freight Procurement solutions (Transporeon, Freight Marketplace) to move toward autonomous procurement. This helps shippers and brokers efficiently source capacity and optimize freight spend in real-time, which is critical in a volatile capacity environment.
Commercial Mapping for Efficiency and Safety: Essential tools like Trimble MAPS (CoPilot, Appian) go beyond basic navigation. They provide commercial-grade routing that accounts for truck-specific constraints and HOS, acting as a crucial element in optimizing routes and protecting drivers (part of the people and workflow components of Connect & Scale).
TMS as the Core Workflow Integrator: Comprehensive Transportation Management Systems (TMS) platforms like TMW.Suite act as the central brain for workflows, integrating data across the business from operations to financial accounting, which is foundational to the "Scale" component of Trimble's strategy.
Proactive Maintenance and Data Connectivity: Solutions for Asset & Fleet Maintenance focus on maximizing uptime—a key lever in today's market. By using data from connected trucks (fault codes, location) for preventative and predictive maintenance, they ensure assets remain productive and reduce unexpected downtime.
Regulatory Compliance and Risk Mitigation (People & Data): The Safety & Compliance offerings help fleets mitigate risk and adhere to federal regulations, ensuring the safety and legal operation of their people (drivers) and assets, proving that technology is essential for responsible management and effective use of operational data.
Learn More About Trimble's Perspective: The Future of Freight is Connected
Rob Painter | Linkedin
Trimble Transportation | Linkedin
Trimble Transportation
Revolutionizing the Road: Trimble's Tech Solutions with Kelly Williams | The Logistics of Logistics
Trimble & Platform Science: The Future of Telematics with Rob Painter and Jack Kennedy
The Logistics of Logistics Podcast
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