Investor Presentaiton
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II. Executive Summary
The transportation and logistics industry in the US is diverse and immense.
The industry spans many different sectors (from trucking to rail intermodal,
air freight, ocean and inland barge, warehouse and terminal services). US
transportation companies can be asset-based or non-asset based and may
have a national or regional strategy. The owners of these companies have
different levels of sophistication and ideas of corporate success. It is critical
that Investors understand the different characteristics of US transportation
and logistics companies early in the process of considering investment.
The Investor must first assess its customers' needs to evaluate how they
can be served by the potential investment. The Investor will need to determine
what type of involvement, if any, by US management it prefers. This can be
a major stumbling block for Investors, and it is a critical step in planning an
investment. The Investor will also need to determine the type of return it is
seeking from the investment. Hiring competent advisors will ensure that the
Investor is able to navigate the insurance, legal and tax regimes in the US.
Finally, the Investor must settle on a particular investment vehicle. This
Guide covers the four primary vehicles: agreements, a new wholly-owned
business, joint ownership and acquisition. This Guide will explain that each
of these investment types has its own advantages and disadvantages.
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