01
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 · 8/7/2026
FILTER · PE Firm = Apex Industrial Partners OR GP Partner = Apex Industrial Partners
REFRESH · 8/7/2026
What this view answers
Directional spend by mode, value alignment band, and engagement status across the Apex Industrial Partners portfolio.
Portcos in Scope
32
12 shown · 20 more on record
Directional Spend
$197.9M
Across 25 populated rows
High Value Alignment
11
Med 7 · Low/Unknown 14
Boost Coverage
78%
7 rows still $0
Exited Portcos
2
PE Firm - Former populated
Top 10 portcos by directional spend excludes non-industrial N/A
Meridian Fabrication Group
$28.4M
Vantage Coatings LLC
$23.3M
Crestline Industrial
$20.2M
Summit Valve & Control
$17.6M
Ironfield Castings Co.
$15.3M
Meridian Component Solutions
$14.2M
Pinnacle Plastics & Packaging
$12.5M
Brookside Metal Works
$10.8M
Summit Flow Technologies
$9.4M
Clearfield Process Systems
$8.8M
Spend by mode % of $197.9M total
46%
29%
14%
7%
FTL $91.9M · 46.4%LTL $57.5M · 29.1%3PL $27.2M · 13.7%Parcel $14.0M · 7.1%Other (Air, Ocean) $7.1M · 3.6%
Air $6.1M and Ocean $1.0M grouped as Other (<4% combined).
Filter portfolio
Portfolio matrix — 32 portcos · 11 High · 7 Medium · 2 exited
Click a column header to sort · click a portco to expand full detail
| Portco | Value Align. | Total Spend | Mode Mix | Sales Stage | Readiness | Partner POC | Status | Details |
|---|---|---|---|---|---|---|---|---|
| High | $28.4M | FTL 48% | Customer | 2/3 | J. Harmon | Active | ||
PE FirmApex Industrial Partners FamilyMeridian Group GP Stakes— Inv. FundFund III Inv. Date3/15/2019 Inv. TypePlatform IndustryManufacturing QVAComplete Logistics StudyComplete Carrier RiskIn Progress Mode detailFTL $13.6M · LTL $7.9M · 3PL $3.2M · Parcel $2.1M · Air $1.0M · Ocean $600K | ||||||||
| High | $23.3M | FTL 42% | Persuade | 3/3 | S. Patel | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date11/7/2020 Inv. TypePlatform IndustryManufacturing QVAComplete Logistics StudyComplete Carrier RiskComplete Mode detailFTL $9.8M · LTL $7.2M · 3PL $3.6M · Parcel $1.8M · Air $700K · Ocean $200K | ||||||||
| High | $20.2M | FTL 55% | Implement | 1/3 | M. Torres | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date5/18/2021 Inv. TypePlatform IndustryManufacturing QVAIn Progress Logistics StudyComplete Carrier RiskNot Started Mode detailFTL $11.2M · LTL $5.6M · 3PL $2.1M · Parcel $900K · Air $400K | ||||||||
| High | $17.6M | FTL 45% | Persuade | 3/3 | J. Harmon | Active | ||
PE FirmApex Industrial Partners FamilySummit Holdings GP Stakes— Inv. FundFund III Inv. Date9/12/2018 Inv. TypePlatform IndustryIndustrial machinery QVAComplete Logistics StudyComplete Carrier RiskComplete Mode detailFTL $7.9M · LTL $4.8M · 3PL $2.8M · Parcel $1.4M · Air $500K · Ocean $200K | ||||||||
| High | $15.3M | FTL 53% | Initiate | 0/3 | S. Patel | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date7/30/2022 Inv. TypePlatform IndustryManufacturing QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $8.1M · LTL $4.2M · 3PL $1.6M · Parcel $900K · Air $500K | ||||||||
| High | $14.2M | FTL 48% | Implement | 1/3 | J. Harmon | Active | ||
PE FirmApex Industrial Partners FamilyMeridian Group GP Stakes— Inv. FundFund III Inv. Date8/2/2021 Inv. TypeAdd-on IndustryManufacturing QVAComplete Logistics StudyIn Progress Carrier RiskNot Started Mode detailFTL $6.8M · LTL $4.1M · 3PL $1.9M · Parcel $900K · Air $300K | ||||||||
| High | $12.5M | FTL 37% | Solution | 0/3 | M. Torres | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date4/5/2023 Inv. TypePlatform IndustryPlastics & rubber QVAIn Progress Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $4.6M · LTL $3.8M · 3PL $2.2M · Parcel $1.4M · Air $500K | ||||||||
| High | $10.8M | FTL 48% | Customer | 3/3 | J. Harmon | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund III Inv. Date1/22/2017 Inv. TypePlatform IndustryMetal products QVAComplete Logistics StudyComplete Carrier RiskComplete Mode detailFTL $5.2M · LTL $2.9M · 3PL $1.6M · Parcel $700K · Air $400K | ||||||||
| High | $9.4M | FTL 44% | Solution | 0/3 | J. Harmon | Active | ||
PE FirmApex Industrial Partners FamilySummit Holdings GP Stakes— Inv. FundFund III Inv. Date2/14/2022 Inv. TypeAdd-on IndustryIndustrial machinery QVAIn Progress Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $4.1M · LTL $2.9M · 3PL $1.2M · Parcel $800K · Air $400K | ||||||||
| High | $8.8M | FTL 42% | Initiate | 0/3 | S. Patel | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date10/14/2022 Inv. TypePlatform IndustryIndustrial machinery QVAIn Progress Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $3.7M · LTL $2.6M · 3PL $1.5M · Parcel $700K · Air $300K | ||||||||
| High | $6.8M | FTL 41% | Persuade | 0/3 | M. Torres | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date6/3/2023 Inv. TypePlatform IndustryWholesale distribution QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $2.8M · LTL $2.1M · 3PL $900K · Parcel $700K · Air $300K | ||||||||
| Medium | $5.1M | FTL 43% | Solution | 0/3 | J. Harmon | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date3/27/2023 Inv. TypePlatform IndustryIndustrial machinery QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $2.2M · LTL $1.6M · 3PL $700K · Parcel $400K · Air $200K | ||||||||
| Medium | $4.4M | LTL 32% | Initiate | 0/3 | S. Patel | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date11/1/2023 Inv. TypePlatform IndustryChemicals QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $1.2M · LTL $1.4M · 3PL $800K · Parcel $600K · Air $400K | ||||||||
| Medium | $3.8M | FTL 47% | Initiate | 0/3 | M. Torres | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund III Inv. Date8/19/2019 Inv. TypeAdd-on IndustryManufacturing QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $1.8M · LTL $1.1M · 3PL $600K · Parcel $200K · Air $100K | ||||||||
| Medium | $3.2M | FTL 44% | Initiate | 0/3 | J. Harmon | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date2/7/2024 Inv. TypeAdd-on IndustryManufacturing QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $1.4M · LTL $1.0M · 3PL $500K · Parcel $200K · Air $100K | ||||||||
| Medium | $2.7M | FTL 59% | Pre-Qual | 0/3 | S. Patel | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date9/22/2024 Inv. TypePlatform IndustryConstruction materials QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $1.6M · LTL $700K · 3PL $300K · Parcel $100K | ||||||||
| Low/Unknown | $2.2M | FTL 55% | Pre-Qual | 0/3 | M. Torres | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date1/14/2025 Inv. TypePlatform IndustryPlastics & rubber QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $1.2M · LTL $700K · 3PL $300K | ||||||||
| Medium | $2.1M | FTL 52% | Customer | 3/3 | J. Harmon | Exited3/1/2025 | ||
PE FirmApex Industrial Partners (former) Family— GP Stakes— Inv. FundFund III Inv. Date3/1/2025 Inv. TypePlatform IndustryManufacturing QVAComplete Logistics StudyComplete Carrier RiskComplete Mode detailFTL $1.1M · LTL $600K · 3PL $300K · Parcel $100K | ||||||||
| Medium | $1.8M | FTL 50% | Customer | 2/3 | S. Patel | Exited6/15/2024 | ||
PE FirmApex Industrial Partners (former) Family— GP Stakes— Inv. FundFund III Inv. Date6/15/2024 Inv. TypePlatform IndustryIndustrial machinery QVAComplete Logistics StudyComplete Carrier RiskIn Progress Mode detailFTL $900K · LTL $600K · 3PL $200K · Parcel $100K | ||||||||
| Low/Unknown | $1.6M | FTL 50% | Lead | 0/3 | J. Harmon | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date5/9/2025 Inv. TypePlatform IndustryElectronics QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $800K · LTL $500K · 3PL $300K | ||||||||
| Low/Unknown | $1.1M | FTL 45% | Lead | 0/3 | S. Patel | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date9/3/2025 Inv. TypeAdd-on IndustryManufacturing QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $500K · LTL $400K · 3PL $200K | ||||||||
| Low/Unknown | $900K | FTL 56% | Lead | 0/3 | M. Torres | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund III Inv. Date4/11/2016 Inv. TypeAdd-on IndustryManufacturing QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $500K · LTL $300K · 3PL $100K | ||||||||
| Low/Unknown | $700K | FTL 57% | Engage | 0/3 | J. Harmon | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date12/5/2024 Inv. TypeAdd-on IndustryManufacturing QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $400K · LTL $200K · 3PL $100K | ||||||||
| Low/Unknown | $600K | FTL 50% | Engage | 0/3 | S. Patel | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date3/18/2025 Inv. TypeAdd-on IndustryManufacturing QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $300K · LTL $200K · 3PL $100K | ||||||||
| Low/Unknown | $400K | FTL 50% | Engage | 0/3 | M. Torres | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date7/22/2025 Inv. TypeAdd-on IndustryIndustrial machinery QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailFTL $200K · LTL $100K · 3PL $100K | ||||||||
| Low/Unknown | $0 | — | Engage | 0/3 | J. Harmon | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund III Inv. Date6/19/2026 Inv. TypePlatform IndustryMetal products QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| — | $0 | — | Engage | 0/3 | S. Patel | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date— Inv. TypeAdd-on IndustryManufacturing QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| — | $0 | — | Engage | 0/3 | M. Torres | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date— Inv. TypeAdd-on IndustryManufacturing QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| — | $0 | — | Engage | 0/3 | J. Harmon | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date— Inv. TypePlatform IndustryManufacturing QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Engage | 0/3 | J. Harmon | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date10/30/2025 Inv. TypePlatform IndustryPlastics & rubber QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Engage | 0/3 | S. Patel | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date2/11/2026 Inv. TypeAdd-on IndustryManufacturing QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
| Low/Unknown | $0 | — | Engage | 0/3 | M. Torres | Active | ||
PE FirmApex Industrial Partners Family— GP Stakes— Inv. FundFund IV Inv. Date4/6/2026 Inv. TypePlatform IndustryMetal products QVANot Started Logistics StudyNot Started Carrier RiskNot Started Mode detailNo mode detail on record | ||||||||
Showing top 12 portcos by spend · 20 more on record
02
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
FILTER · PE Firm = Apex Industrial Partners OR GP Partner = Apex Industrial Partners
STAGES · Initiate · Solution · Persuade · Implement · On-Hold · Closed Won
Active Deals
9
Stage 3+ pipeline
Addressable Spend
$139.0M
Across 9 deals
Projected Savings
$4.1M
7 of 9 deals scoped
Deals on Exited Portcos
1
Ownership changed · confirm continuity
Pipeline stage mixdeal count by stage
1
Initiate
2
Solution
2
Persuade
3
Implement
1
Closed Won
Filter deals
Deal matrix — 9 deals · $139.0M addressable · 1 on exited portcos
Click a column header to sort · click a deal to expand full detail
| Identity | Opportunity | Action | ||||||
|---|---|---|---|---|---|---|---|---|
| Portco / Deal | Stage | Addr. Spend | Proj. Savings | Savings Areas | Sign-Off | Next Action | Owner | Details |
| Implement | $28.4M | $980K | FTL Optimization · Lane Consolidation | Approved | Finalize carrier contract; schedule kickoff call with ops team | J. Harmon | ||
PE FirmApex Industrial Partners GP Stakes— Opp. TypeNew Business Op Firm POCD. Whitfield Main POCR. Castillo Last Activity6/18/2026 | ||||||||
| Implement | $23.3M | $820K | LTL Consolidation · Parcel Rate Improvement | Approved | Complete EDI onboarding; first live shipment target 8/1 | S. Patel | ||
PE FirmApex Industrial Partners GP Stakes— Opp. TypeNew Business Op Firm POCL. Nguyen Main POCA. Reeves Last Activity7/2/2026 | ||||||||
| Implement | $20.2M | $710K | LTL Rate Reduction · Accessorial Management | Approved | Confirm plant manager sign-offs for 3 remaining facilities | M. Torres | ||
PE FirmApex Industrial Partners GP Stakes— Opp. TypeNew Business Op Firm POCB. Ellsworth Main POCC. Payne Last Activity7/10/2026 | ||||||||
| Persuade | $17.6M | $620K | FTL Optimization · Carrier Rationalization | Pending | Present carrier benchmark analysis to CFO; await budget approval | J. Harmon | ||
PE FirmApex Industrial Partners GP Stakes— Opp. TypeExpansion Op Firm POCD. Whitfield Main POCT. Brennan Last Activity7/14/2026 | ||||||||
| Persuade | $15.3M | $430K | Parcel Cost Reduction · Zone Optimization | Not requested | Schedule audit kickoff; need shipping data from VP Ops | S. Patel | ||
PE FirmApex Industrial Partners GP Stakes— Opp. TypeNew Business Op Firm POCL. Nguyen Main POCM. Okafor Last Activity7/7/2026 | ||||||||
| Solution | $12.5M | $280K | Air-to-Ground Conversion · Transit Time Analysis | Not requested | Build mode conversion model; present Q3 pilot proposal | M. Torres | ||
PE FirmApex Industrial Partners GP Stakes— Opp. TypeNew Business Op Firm POCB. Ellsworth Main POCS. Huang Last Activity6/30/2026 | ||||||||
| Solution | $8.8M | Not yet scoped | Warehousing Consolidation · 3PL Rate Reduction | Not requested | RFP in progress; target shortlist by 8/15 | S. Patel | ||
PE FirmApex Industrial Partners GP Stakes— Opp. TypeExpansion Op Firm POCL. Nguyen Main POCK. Wallace Last Activity7/17/2026 | ||||||||
| Exited 3/1/2025 | Initiate | $2.1M | Not yet scoped | LTL Rate Improvement | Not requested | Confirm new ownership contact; determine if pursuit continues | J. Harmon | |
PE FirmApex Industrial Partners (former) GP Stakes— Opp. TypeNew Business Op Firm POCD. Whitfield Main POC— Last Activity4/2/2026 | ||||||||
| Closed Won | $10.8M | $240K | Ocean Freight · Freight Consolidation | Approved | Monitor first 90-day savings; schedule QBR for September | J. Harmon | ||
PE FirmApex Industrial Partners GP Stakes— Opp. TypeNew Business Op Firm POCD. Whitfield Main POCP. Garza Last Activity7/20/2026 | ||||||||
1 Closed Won deal hidden · section focus is active pipeline
03
Value Play Roadmap
CI initiatives by portco · 14 active plays across 6 engaged portcos · 2 performance-tracked (no $ figure)
SOURCE · HubSpot CI Object
FILTER · PE Firm = Apex Industrial Partners
PACE CALC · Realized YTD × (12 / 8 months)
REFRESH · 8/7/2026
FILTER · PE Firm = Apex Industrial Partners
PACE CALC · Realized YTD × (12 / 8 months)
REFRESH · 8/7/2026
Realized YTD
$540K
Confirmed savings, booked
Annualized Pace Pace
$810K
Realized × 12/8 · run-rate, not a forecast
Directional Savings Estimate
$1.0M
Opportunity surfaced · not additive to Realized
Active Plays
14
Across 6 portcos
Portcos Exited
0
Of 6 engaged portcos
How to read this sectionRealized figures are confirmed and invoiced. Directional figures are opportunities eShipping surfaced in the TMS that we cannot confirm the portco acted on. The two are reported separately and should never be summed. Every play shows its own calculation method under ⓘ Methodology.
Realized Savings YTD confirmed, vs. target set
$540K of $890K
61% of target set
4 of 4 realized-bucket plays have a target set
Directional Savings estimated, not confirmed
$1.0M of $1.7M
60% of target set
8 of 8 directional-savings plays have a target set
Plays by status, per portco count
On TrackPlanningNew InitiativeOn-HoldCompleted
Meridian Fabrication Group
3
Vantage Coatings LLC
3
Brookside Metal Works
2
Crestline Industrial
2
Summit Valve & Control
3
Pinnacle Plastics & Packaging
1
CI plays by category count
RealizedDirectionalPerformance
Same-Week Consolidation Savings
2
Carrier Performance Score
2
LTL Low-Cost Optimization Savings
1
FTL Auction Savings
1
Cost per Shipment Savings
1
LTL Equal-Transit Optimization Savings
1
Network Optimization Savings
1
Same-Day Consolidation Savings
1
Accessorial Cost Reduction
1
FTL Variance to Market ($)
1
TMS Compliance Savings
1
Packaging Optimization Savings
1
Filter value plays
6 portcos · click a row to see its initiatives
FTL Lane Consolidation — Midwest Outbound
J. Harmon·Same-Week Consolidation SavingsEst.
● In Progress
Target$480K
Realized YTD$310K
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Review Q2 carrier scorecards; negotiate Q3 rates
ⓘ Methodology
Avg Missed Savings per Shipment x Volume of Optimized/Consolidated Shipments. Example: 50 shipments optimized x $100 avg missed savings = $5,000. Always reported as savings opportunity, not confirmed realized savings - we surface opportunities in the TMS but cannot confirm the account acted on them. Always report both the current opportunity figure and progress toward the annual target.
e.g. $100 avg missed savings x 50 optimized shipments = $5,000
LTL Regional Carrier Program
J. Harmon·LTL Low-Cost Optimization SavingsEst.
● In Progress
Target$240K
Realized YTD$190K
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Complete carrier transition for Plant 4; target date 8/31
ⓘ Methodology
Avg Missed Savings per Shipment x Current Optimized Shipments
e.g. $85 avg missed savings x 120 optimized shipments = $10,200
Carrier Risk Assessment — Southeast Lanes
J. Harmon·Carrier Performance ScorePerformance
● New Initiative
Performance metric — target direction: Higher is better. No $ target/realized tracked for this category.
Next Action
Kick off assessment with risk team; gather lane data
⚠ Blocker
Awaiting internal data pull from logistics team — ETA unknown
ⓘ Methodology
Target direction: Higher is better
FTL Volume Commitment Program
S. Patel·FTL Auction Savings
● In Progress
Target$380K
Realized YTD$240K
Next Action
Expand program to Plant 3; coordinate with plant manager
ⓘ Methodology
(Spot Avg - Auction Winning Rate) x Auctioned Loads
e.g. ($2,300 spot avg - $2,050 auction winning rate) x 80 auctioned loads = $20,000
Parcel Rate Renegotiation
S. Patel·Cost per Shipment Savings
● In Progress
Target$160K
Realized YTD$140K
Next Action
Final rate review scheduled for 8/5; confirm contract execution
ⓘ Methodology
(Baseline Avg Cost - Current Avg Cost) x Volume
e.g. ($185 baseline - $160 current) x 2,000 shipments = $50,000
LTL Spot vs. Contract Analysis
S. Patel·LTL Equal-Transit Optimization SavingsEst.
● Planning
Target$95K
Realized YTD$0
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Pull 6-month shipment history; build analysis model
ⓘ Methodology
Avg Missed Savings per Shipment x Current Optimized Shipments
e.g. $60 avg missed savings x 95 optimized shipments = $5,700
FTL Network Optimization — Inbound Raw Materials
J. Harmon·Network Optimization SavingsEst.
● In Progress
Target$290K
Realized YTD$220K
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Expand inbound lanes to include Cleveland and Pittsburgh origins
ⓘ Methodology
Varies - defined per account methodology
e.g. N/A - methodology defined per account
3PL Warehouse Consolidation — East Region
J. Harmon·Same-Day Consolidation SavingsEst.
● On-Hold
Target$210K
Realized YTD$120K
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Revisit once lease expiry confirmed
⚠ Blocker
Portco under lease renegotiation for primary warehouse — decision expected Q4
ⓘ Methodology
Avg Missed Savings per Shipment x Volume of Optimized/Consolidated Shipments. Example: 50 shipments optimized x $100 avg missed savings = $5,000. Always reported as savings opportunity, not confirmed realized savings - we surface opportunities in the TMS but cannot confirm the account acted on them. Always report both the current opportunity figure and progress toward the annual target.
e.g. $100 avg missed savings x 50 optimized shipments = $5,000
LTL Managed Transportation Program
M. Torres·TMS Compliance SavingsEst.
● In Progress
Target$185K
Realized YTD$160K
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Expand to remaining 2 plants; coordinate onboarding with ops team
ⓘ Methodology
(Baseline Non-Compliant Spend - Current Non-Compliant Spend)
e.g. $42,000 baseline non-compliant spend - $18,000 current non-compliant spend = $24,000
Outbound FTL Consolidation Pilot
M. Torres·Same-Week Consolidation SavingsEst.
● New Initiative
Target$120K
Realized YTD$0
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Identify consolidation lanes; present pilot design in August
ⓘ Methodology
Avg Missed Savings per Shipment x Volume of Optimized/Consolidated Shipments. Example: 50 shipments optimized x $100 avg missed savings = $5,000. Always reported as savings opportunity, not confirmed realized savings - we surface opportunities in the TMS but cannot confirm the account acted on them. Always report both the current opportunity figure and progress toward the annual target.
e.g. $100 avg missed savings x 50 optimized shipments = $5,000
LTL Accessorial Cost Reduction
M. Torres·Accessorial Cost Reduction
● In Progress
Target$210K
Realized YTD$160K
Next Action
Dispute resolution follow-up with carrier; 3 invoices pending
ⓘ Methodology
(Baseline Accessorial % - Current Accessorial %) x Total Freight Spend
e.g. (9% baseline - 6% current accessorial rate) x $500,000 freight spend = $15,000
FTL Cross-Dock Pilot — Texas Outbound
M. Torres·FTL Variance to Market ($)
● New Initiative
Target$140K
Realized YTD$0
Next Action
Define pilot lanes; align with operations on volume thresholds
ⓘ Methodology
(DAT Market Rate Benchmark - Contracted FTL Rate) x FTL Volume
e.g. ($2,150 DAT benchmark - $1,980 contracted rate) x 300 loads = $51,000
Carrier Concentration Review
M. Torres·Carrier Performance ScorePerformance
● Planning
Performance metric — target direction: Higher is better. No $ target/realized tracked for this category.
Next Action
Schedule carrier risk workshop; identify backup carriers for top 3 lanes
ⓘ Methodology
Target direction: Higher is better
Parcel Zone Skipping & Right-Size Packaging
S. Patel·Packaging Optimization SavingsEst.
● Planning
Target$75K
Realized YTD$20K
Reported as a directional savings estimate, not a confirmed figure, per this category’s calculation methodology.
Next Action
Complete zone analysis; present packaging recommendations to ops
⚠ Blocker
Packaging team on summer hiring freeze — analysis paused until September
ⓘ Methodology
Varies - packaging cost per unit x volume
e.g. N/A - varies by packaging cost per unit and volume