About Cambridge Capital Investment Strategy Investment Criteria Team Resources Info for LPs Info for LPs

Investment Strategy

Cambridge Capital’s investment strategy is simple.  We seek to partner with outstanding management teams to build outstanding companies into category leaders.  Our core competency is our depth of operational and strategic expertise in the supply chain.  The Firm’s specialized knowledge of the supply chain and its business models provides a competitive advantage in making and managing successful acquisitions. Cambridge Capital’s focus is on the traditional and applied supply chain, which includes the following areas:

 

Traditional Supply Chain

Applied Supply Chain

  • Contract Manufacturing
  • Medical waste processing
  • Freight Forwarding
  • Document Storage
  • Value-added warehousing
  • Retail Logistics
  • Packaging
  • Waste management
  • Customs clearance
  • Specialty distribution and logistics
  • Brokerage
  • Recycling

Here is how we think about the full continuum of supply chain services.

The Traditional Supply Chain

The traditional supply chain consists of companies in transportation, logistics, and other supply chain services.  It includes success stories like UPS and FedEx in parcel, Expeditors in freight forwarding, C.H. Robinson in truck brokerage, Genco in reverse logistics, and many others.  Cambridge Capital’s principals have worked with many of these leaders over the course of our careers.

Traditional Supply Chain

The Applied Supply Chain

The applied supply chain also includes a broad variety of businesses that draw on supply chain expertise in order to achieve differentiation and drive growth.  Multi-billion-dollar businesses like Iron Mountain, Stericycle, Waste Management, Republic Services, Walmart, and Sims have all achieved outstanding results on the basis of powerful supply chains.

Applied Supply Chain

Cambridge Capital invests with winners in both traditional and applied supply chain businesses.