ATL Partners

Supply chain complexity and velocity continues to increase as shifts to e-commerce alter the landscape. Increasingly demanding supply chains face structural shortages of capacity for transportation, warehousing, and labor. These factors continue to drive increased outsourcing and secular growth in the U.S. third party logistics market, which has grown at a 10% CAGR over the past 25 years. This backdrop creates opportunities for ATL to tap into outsize growth by partnering with established companies and new upstarts that are solving supply chain challenges through innovative transportation and logistics services and technologies.

Transportation is experiencing innovation across land, air, and marine as electrification and automation raise the standards for safety and sustainability. Advances in transportation and mobility are driving strong growth in certain subsectors in the ecosystems that support them, creating significant investment opportunity.