This live episode of the Logistics Leadership Podcast features special guest Dale Rogers, ON Semiconductor Professor of Business at Arizona State University, who has decades of academic and industry experience. In conversation with Karl Siebrecht and Ben Dean at the Logistics Leadership Forum, Dale shares stories from his career, reflects on the transformation of the supply chain field, and explores emerging challenges and innovations—from AI to talent development. The discussion offers deep insight into how the field has grown in scope, complexity, and strategic importance.

Key topics discussed:

• The broad and evolving nature of supply chain as a discipline that spans finance, marketing, operations, and technology.
• The impact of artificial intelligence, automation, and semiconductor advancements on global logistics systems.
• The changing landscape of talent in supply chain including shifts in education, international student enrollment, and the need for technical and communication skills.
• The challenges of supply chain education and perception among younger generations, and efforts to increase visibility of the field in early education.

Recorded live at the Logistics Leadership Forum, April 24, 2025 (Scottsdale, AZ)

In this episode, host Karl Siebrecht speaks with Ben Gordon, Founder & Managing Partner, Cambridge Capital, about the current state of logistics and supply chain consolidation. Ben shares his perspective on the post-freight recession rebound, the increasing appetite for M&A, and the capital market factors influencing deal activity. He also highlights emerging trends in AI-driven logistics, the importance of post-merger integration, and predictions for the industry's future, including supply chain software consolidation and domestic manufacturing growth.

Key topics discussed:

• How the logistics industry is rebounding from the worst freight recession in history, and the signals pointing to a surge in M&A activity.
• With capital markets increasingly focused on supply chain investments, what’s driving shifts in valuations, and how strategic consolidations are shaping the future of logistics.
• Which areas of logistics and supply chain technology—such as global trade management software and AI-driven solutions—are becoming prime targets for M&A, and why investors are paying close attention.
• The critical factors that make or break a successful M&A deal, and what lessons can be learned from industry leaders about integrating teams, maintaining culture, and driving long-term value.

In this episode, host Karl Siebrecht speaks with Ben Gordon, Founder & Managing Partner, Cambridge Capital, about the current state of logistics and supply chain consolidation. Ben shares his perspective on the post-freight recession rebound, the increasing appetite for M&A, and the capital market factors influencing deal activity. He also highlights emerging trends in AI-driven logistics, the importance of post-merger integration, and predictions for the industry's future, including supply chain software consolidation and domestic manufacturing growth.

Key topics discussed:

• How the logistics industry is rebounding from the worst freight recession in history, and the signals pointing to a surge in M&A activity.
• With capital markets increasingly focused on supply chain investments, what’s driving shifts in valuations, and how strategic consolidations are shaping the future of logistics.
• Which areas of logistics and supply chain technology—such as global trade management software and AI-driven solutions—are becoming prime targets for M&A, and why investors are paying close attention.
• The critical factors that make or break a successful M&A deal, and what lessons can be learned from industry leaders about integrating teams, maintaining culture, and driving long-term value.