Q2 2022 PitchBook Analyst Note: Private Equity’s Opportunity in Supply Chain Technology

Exploring private equity’s opportunities in supply chain tech 

Supply chain tech—which leverages data and analytics, artificial intelligence, and machine learning—is crucial to the transformation of the supply chain. Severe global supply chain disruptions in the last couple years revealed critical weaknesses across operations and have highlighted the need to strengthen and transform the supply chain, placing new urgency on stakeholders to reevaluate their strategies in the industry. 

Our report on Private Equity’s Opportunity in Supply Chain Technology explores the growing complexity of the supply chain due to globalization and e-commerce, and how private equity can benefit from investments in the supply chain tech sector.

Key takeaways

  • Global supply chains buckled under labor shortages, distortions to demand, and constricted capacity of manufacturing and logistics services. Technology is crucial to strengthen the resilience of supply chains by improving efficiency, flexibility, and visibility.
     
  • Private equity investors can benefit from the fragmented tech-enabled services market to drive scale and value in more established companies through additional capital, add-on acquisitions, and expansion in both geography and services. 
     
  • Logistics and transportation are core subsegments of supply chain tech in which technological capabilities can drive significant long-term growth.
Table of contents

Key takeaways 1
Introduction 2
Opportunities in PE 3
Deals and exits 4
Logistics 7
Transportation and freight 8
The landscape ahead 9

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