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Portfolio Intelligence Scan

All Apex Industrial Partners portcos on radar · Directional spend by mode · HubSpot Company table

SOURCE · HubSpot Company View
FILTER · PE Firm = Apex Industrial Partners OR GP Partner = Apex Industrial Partners
REFRESH · 6/8/2026

What this view answers Directional spend by mode, value alignment band, and engagement status across the Apex Industrial Partners portfolio.

Portcos in Scope

11 High/Med shown · 6 collapsed

Directional Spend

$165.5M

Across 15 populated rows

High Value Alignment

Med 5 · Low/Unk/NA 6

Boost Coverage

88%

2 rows still $0

Top 10 portcos by directional spend Excludes 4-N/A (non-industrial)

Meridian Packaging Co.

$31.2M

Cascadia Metals Group

$26.8M

Northgate Industrial Sup.

$22.1M

Reliant Fluid Systems

$18.7M

Harbridge Logistics

$14.9M

Summit Coatings LLC

$12.2M

Ironwood Fabrication

$9.7M

Precision Polymer Grp.

$7.6M

Tidewater Composites

$5.5M

Vector Fastening Inc.

$4.1M

Spend by mode % of $165.5M total

47%

27%

15%

FTL $78.2M · 47.3% LTL $45.2M · 27.3% 3PL $25.4M · 15.3% Parcel $12.1M · 7.3% Air $4.1M · 2.5% Ocean $500K · 0.3%

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Portfolio matrix — 17 portcos · 11 High/Med shown · 6 collapsed

click any column header to sort

Portco	PE Firm	Family	Inv. Type	Value Align.	Total Spend	FTL	LTL	3PL	Parcel	Air	Ocean	Sales Stage	Partner POC	Inv. Type	Inv. Fund	Inv. Date	GP Stakes
Cascadia Metals Group	Apex Industrial Partners	Cascadia Group	Platform	High	$26.8M	$19.2M	$4.3M	$2.9M	$300K	$100K	$0	Implement	S. Patel	Apex III	6/8/2019	—	Metals & mining
Harbridge Logistics	Apex Industrial Partners	Cascadia Group	Strategic	High	$14.9M	$7.4M	$4.2M	$2.8M	$300K	$200K	$0	Initiate	S. Patel	Apex IV	2/5/2023	—	Freight & logistics
Arkwright Conveyor Sys.	Apex Industrial Partners	Cascadia Group	Strategic	Medium	$3.2M	$1.1M	$1.3M	$500K	$200K	$100K	$0	Engage	S. Patel	Apex III	5/3/2020	—	Material handling
Meridian Packaging Co.	Apex Industrial Partners	Meridian Group	Platform	High	$31.2M	$14.8M	$9.1M	$4.6M	$2.1M	$400K	$200K	Customer	J. Harmon	Apex IV	3/14/2021	—	Packaging
Northgate Industrial Sup.	Apex Industrial Partners	Meridian Group	Strategic	High	$22.1M	$8.6M	$7.2M	$3.9M	$1.8M	$500K	$100K	Persuade	J. Harmon	Apex IV	11/2/2022	—	Industrial distribution
Ironwood Fabrication	Apex Industrial Partners	Meridian Group	Strategic	Medium	$9.7M	$3.2M	$3.9M	$1.7M	$700K	$200K	$0	Initiate	J. Harmon	Apex IV	7/30/2022	—	Metal fabrication
Vector Fastening Inc.	Apex Industrial Partners	Meridian Group	Strategic	Medium	$4.1M	$1.4M	$1.6M	$700K	$300K	$100K	$0	Pre-Qual	J. Harmon	Apex IV	8/22/2023	—	Industrial fasteners
Reliant Fluid Systems	Apex Industrial Partners	Reliant Group	Platform	High	$18.7M	$11.3M	$3.8M	$2.6M	$900K	$100K	$0	Solution	M. Torres	Apex III	9/17/2020	—	Fluid control & systems
Summit Coatings LLC	Apex Industrial Partners	Summit Group	Platform	High	$12.2M	$5.1M	$3.8M	$2.4M	$600K	$200K	$100K	Persuade	M. Torres	Apex III	4/19/2018	—	Specialty chemicals
Precision Polymer Grp.	Apex Industrial Partners	Summit Group	Strategic	Medium	$7.6M	$2.9M	$2.4M	$1.6M	$500K	$100K	$100K	Engage	S. Patel	Apex IV	1/12/2024	—	Plastics & rubber
Tidewater Composites	Apex Industrial Partners	Tidewater Group	Platform	Medium	$5.5M	$1.8M	$1.9M	$1.1M	$500K	$200K	$0	Lead	M. Torres	Apex III	10/6/2021	—	Advanced materials
Foxhaven Gear Works	Apex Industrial Partners			N/A	$4.4M	$0	$0	$0	$2.9M	$1.5M	$0	Customer	M. Torres	Apex III	7/4/2018	—	Technology services
Belmont Fire Protection	Apex Industrial Partners			Low/Unknown	$2.1M	$800K	$900K	$300K	$100K	$0	$0	Pre-Qual		Apex IV	3/9/2023	—	Fire & safety
Centurion Valve Co.	Apex Industrial Partners			Low/Unknown	$1.8M	$600K	$800K	$300K	$100K	$0	$0	Lead		Apex IV	6/15/2024	—	Industrial valves
Greystone Analytics	Apex Industrial Partners			N/A	$1.2M	$0	$0	$0	$800K	$400K	$0	Customer	J. Harmon	Apex IV	9/1/2023	—	Healthcare it
Drakefield Abrasives	Apex Industrial Partners			Low/Unknown	$0	$0	$0	$0	$0	$0	$0	Engage		Apex III	11/19/2019	—	Abrasives & cutting tools
Edgemont Rubber & Seal	Apex Industrial Partners			Low/Unknown	$0	$0	$0	$0	$0	$0	$0	Lead		Apex IV	2/28/2022	—	Sealing solutions

6 rows hidden (Low/Unknown, N/A tiers)

Project Opportunity Report

Active deals Stage 3+ plus Closed Won · Excludes Closed Lost only

SOURCE · HubSpot Deal View
FILTER · PE Firm = Apex Industrial Partners OR GP Partner = Apex Industrial Partners
STAGES · Initiate · Solution · Persuade · Implement · On-Hold · Closed Won

Active Deals

Stage 3+ pipeline

Addressable Spend

$147.9M

Across 9 deals

Projected Savings

$4.6M

7 of 9 deals populated

Stage Breakdown

Persuade (2) · Solution (2) · Initiate (2) · Closed Won (2) · Implement (1)

By current stage

Filter Deals

Deal matrix — 9 deals

click any column header to sort

IDENTITY			OPPORTUNITY					ACTION
Portco / Deal	PE Firm	Stage	Opp Type	Addr. Spend	Proj. Savings	Savings Areas	Portco Sign-Off	Next Action	Deal Owner	Op Firm POC	Main POC	Last Activity
Meridian — Modal Shift	Apex Industrial Partners	Persuade	FTL;Parcel	$31.2M	$1.1M	FTL;Parcel	Pending	Present final ROI model to ops leadership	S. Patel	J. Harmon	K. Wu	6/25/2026
Cascadia — FTL Optimization	Apex Industrial Partners	Implement	Multi-Modal	$26.8M	$1.4M	FTL;LTL	Approved	Conduct lane analysis review	J. Harmon	S. Patel	D. Reyes	6/28/2026
Northgate — 3PL Consolidation	Apex Industrial Partners	Persuade	3PL;LTL	$22.1M	$700K	3PL;LTL	Pending	Schedule ops alignment call with GM	M. Torres	J. Harmon	—	6/20/2026
Reliant — Carrier Network	Apex Industrial Partners	Solution	FTL;LTL	$18.7M	$500K	FTL;LTL	In Review	Submit RFP responses by 6/30	J. Harmon	M. Torres	R. Nazari	6/22/2026
Harbridge — Full Scope	Apex Industrial Partners	Initiate	FTL;3PL;LTL	$14.9M	$0	—	Not Started	Kick off discovery call with CFO	J. Harmon	S. Patel	—	6/15/2026
Summit — Parcel Program	Apex Industrial Partners	Solution	Parcel;Air	$12.2M	$300K	Parcel;Air	Pending	Finalize parcel benchmark comparison	S. Patel	M. Torres	—	6/18/2026
Ironwood — LTL Optimization	Apex Industrial Partners	Initiate	LTL	$9.7M	$0	—	Not Started	Confirm data sharing agreement	S. Patel	J. Harmon	—	6/12/2026
Meridian — LTL Annual Bid	Apex Industrial Partners	Closed Won	LTL	$9.1M	$460K	LTL	Approved	Live — tracking LTL savings vs. benchmark	J. Harmon	J. Harmon	—	2/28/2026
Cascadia — Parcel Bid 2025	Apex Industrial Partners	Closed Won	Parcel	$3.2M	$140K	Parcel	Approved	Live — monitoring quarterly savings	M. Torres	S. Patel	—	5/1/2026

Value Play Roadmap

CI initiatives by portco · 14 active plays across 6 engaged portcos

SOURCE · HubSpot CI Object
FILTER · PE Firm = Apex Industrial Partners
ARR CALC · Realized YTD x (12 / 6 months)
REFRESH · 6/8/2026

Projected Annual Run-Rate

$4.0M

ARR at 6-month pace

Realized YTD

$2.0M

Active plays only

Active Plays

Across 6 portcos

Months Elapsed (YTD)

Jan–Jul 2026

Realized YTD & Projected ARR by portco $ savings

Cascadia Metals Group

Realized YTD

$712K

Proj. ARR

$1.4M

Meridian Packaging Co.

Realized YTD

$554K

Proj. ARR

$1.1M

Northgate Industrial Sup.

Realized YTD

$336K

Proj. ARR

$672K

Reliant Fluid Systems

Realized YTD

$215K

Proj. ARR

$430K

Summit Coatings LLC

Realized YTD

$126K

Proj. ARR

$252K

Ironwood Fabrication

Realized YTD

$64K

Proj. ARR

$128K

CI plays by category count

FTL Optimization

LTL Consolidation

Carrier Network

Modal Shift

Parcel Program

3PL Consolidation

Ocean / Air Review

Cascadia Metals Group

3 active plays

Realized YTD

$712K

Proj. ARR

$1.4M

FTL Lane Re-Bid — Midwest Corridor

In Progress

● On Track

Owner

S. Patel

Category

FTL Optimization

Annual Target

$680K

Realized YTD

$412K

Action / Blocker

Next ActionFinalize Q3 lane awards with top-3 carriers

LTL Density Program — Southeast

In Progress

● On Track

Owner

S. Patel

Category

LTL Consolidation

Annual Target

$310K

Realized YTD

$214K

Action / Blocker

Next ActionMonthly savings review with ops director

Carrier Network Rationalization

Planning

● At Risk

Owner

J. Harmon

Category

Carrier Network

Annual Target

$220K

Realized YTD

$86K

Action / Blocker

Next ActionRe-engage procurement lead after org change⚠ BlockerNew procurement director still ramping

Meridian Packaging Co.

3 active plays

Realized YTD

$554K

Proj. ARR

$1.1M

LTL Annual Bid Execution

In Progress

● On Track

Owner

J. Harmon

Category

LTL Consolidation

Annual Target

$460K

Realized YTD

$302K

Action / Blocker

Next ActionQuarterly business review with carrier leads

FTL Modal Shift — West Coast

In Progress

● On Track

Owner

S. Patel

Category

Modal Shift

Annual Target

$290K

Realized YTD

$180K

Action / Blocker

Next ActionExpand intermodal share from 18% to 28% by Q3

Parcel Benchmark Review

Planning

● At Risk

Owner

M. Torres

Category

Parcel Program

Annual Target

$130K

Realized YTD

$72K

Action / Blocker

Next ActionPresent revised carrier scorecard to ops VP⚠ BlockerApproval cycle delayed — targeting 7/15

Northgate Industrial Sup.

2 active plays

Realized YTD

$336K

Proj. ARR

$672K

3PL Consolidation — Central US

In Progress

● On Track

Owner

M. Torres

Category

3PL Consolidation

Annual Target

$360K

Realized YTD

$220K

Action / Blocker

Next ActionConsolidate to 2 preferred 3PL providers by Q3

FTL Spot Buy Reduction

Planning

● At Risk

Owner

J. Harmon

Category

FTL Optimization

Annual Target

$180K

Realized YTD

$116K

Action / Blocker

Next ActionAlign with new GM on contracted lane strategy⚠ BlockerGM transition delaying commitment

Reliant Fluid Systems

2 active plays

Realized YTD

$215K

Proj. ARR

$430K

FTL Carrier Diversification

In Progress

● On Track

Owner

J. Harmon

Category

FTL Optimization

Annual Target

$250K

Realized YTD

$148K

Action / Blocker

Next ActionOnboard 2 additional asset carriers by 7/1

Ocean / Air Freight Review

Planning

● At Risk

Owner

M. Torres

Category

Ocean / Air Review

Annual Target

$120K

Realized YTD

$67K

Action / Blocker

Next ActionComplete international lane audit — target 6/30⚠ BlockerCustoms broker data sharing pending legal sign-off

Summit Coatings LLC

2 active plays

Realized YTD

$126K

Proj. ARR

$252K

LTL Rate Optimization

In Progress

● On Track

Owner

S. Patel

Category

LTL Consolidation

Annual Target

$140K

Realized YTD

$88K

Action / Blocker

Next ActionRenegotiate accessorial schedule with primary LTL carrier

Modal Shift — Air to Ground

Planning

● At Risk

Owner

M. Torres

Category

Modal Shift

Annual Target

$90K

Realized YTD

$38K

Action / Blocker

Next ActionIdentify top-5 SKUs with viable ground conversion⚠ BlockerCustomer SLA review pending — need ops sign-off

Ironwood Fabrication

2 active plays

Realized YTD

$64K

Proj. ARR

$128K

FTL Network Baseline Study

Planning

● At Risk

Owner

J. Harmon

Category

FTL Optimization

Annual Target

$90K

Realized YTD

$42K

Action / Blocker

Next ActionComplete freight data pull from TMS — 60 days historical⚠ BlockerTMS access credentials not yet shared by portco IT

Carrier Scorecard Build-Out

Planning

● At Risk

Owner

S. Patel

Category

Carrier Network

Annual Target

$55K

Realized YTD

$22K

Action / Blocker

Next ActionDraft scorecard template and share for portco review

Apex Industrial Partners | Value Stream DashboardSample / Illustrative Data

Portfolio Intelligence Scan

Project Opportunity Report

Value Play Roadmap