Agenda
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01:45
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02:00
US M&A Opportunities: Industrials
Industrial and chemical companies may not gather the same headlines as their technology or healthcare siblings, but they remain at the heart of the US M&A market, accounting for 15% of the deals so far this year. What are the prospects for M&A in these core sectors, and are expectations shifting as the old pillars of global trade begin to break down? Our expert panel will discuss current activity, as well as exploring some of the topics that will drive opportunities over the next few years:
- Will there be large-scale impacts of the onshoring movement on supply chains, and what does that mean for M&A opportunities?
- Will the dramatic last-mile delivery activity in transport continue as people become less glued to their homes?
- What does the accelerating electrification of vehicles mean for the Auto industry?
James Nappo Managing Director, Stifel -
02:45
Audience Q&A
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03:00
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Benjamin Gordon is founder and Managing Partner of Cambridge Capital. He draws on a career building, advising, and investing in supply chain companies. Benjamin has led investments in outstanding firms including XPO, Grand Junction, Bringg, Liftit, and others.
As CEO of BGSA Holdings, Benjamin has spent his career investing in and helping to build supply chain and technology companies. Benjamin led the firm’s efforts, advising on over $1 billion worth of supply chain transactions. Benjamin has worked with firms such as UPS, DHL, Kuehne & Nagel, Agility Logistics, NFI Logistics, GENCO, Nations Express, Raytrans, Echo Global, Dixie, Wilpak, and others.
Prior to BGSA Holdings, Ben founded 3PLex, the Internet solution enabling third-party logistics companies to automate their business. Benjamin raised $28 million from blue-chip investors including Morgan Stanley, Goldman Sachs, BancBoston Ventures, CNF, and Ionian. 3PLex was then purchased by Maersk. Prior to 3PLex, Benjamin advised transportation and logistics clients at Mercer Management Consulting. Prior to Mercer, Benjamin worked in his family’s transportation business, AMI, where he helped the company expand its logistics operations.
Benjamin is an active civic leader who is committed to giving back to the community. As founder and chairman of GesherCity, he boosted young adult volunteerism, expanding the organization to over 100,000 members in twenty locations. Benjamin has also served on the Boards of several non-profit groups, including the Palm Beach United Way, the Palm Beach Federation, the Palm Beach Young Presidents’ Organization (YPO), the JDC, the JCCA, the Middle East Forum, and various other community organizations.
Benjamin received a Masters in Business Administration from Harvard Business School and a Bachelor of Arts degree from Yale College.
Abby Roberts is responsible for developing Datasite's corporate product marketing strategy. Prior to Datasite, Abby was VP, Strategy at Pearson and Global Editor of Mergermarket at Acuris. As a financial journalist, Abby covered the consumer, eCommerce and retail industry. She received her JD from Georgetown University Law Center and BA from Bard College.
Mr. Hopkins is a Managing Director in Houlihan Lokey’s Business Services Group and leads the firm’s Transportation & Logistics practice. In this role, he works with corporate executives and private equity firms advising on M&A and financing transactions. His clients span a number of subsectors, including logistics, asset-based trucking, rail, marine, aviation, transportation equipment leasing, and others. Mr. Hopkins is based in the firm’s New York office.
Before joining Houlihan Lokey, Mr. Hopkins worked at Sikorsky Aircraft Corp. (formerly a subsidiary of United Technologies Corp., now part of Lockheed Martin) managing corporate strategy, M&A, and special projects. Prior to that, Mr. Hopkins served as a Senior Vice President at M.M. Dillon & Co. and as a Vice President at Jefferies & Co., focusing on M&A advisory and capital-raising transactions for industrial, automotive, and transportation and logistics companies. Earlier, he was a Private Equity Analyst at Penske Capital Partners, responsible for sourcing fund investment opportunities and deal execution. He began his investment banking career at Bank of America, focused on the retail and consumer sectors.
Mr. Hopkins holds a B.A. in Government and Legal Studies from Bowdoin College.

Sam Weisberg, who joined Mergermarket in 2007, reports on automotive, transport, environmental services and building products M&A.
He graduated from Oberlin College in 2002 with a Bachelor's degree in English/Creative Writing