Based in Chicago, Red Arts Capital is a leading investment firm focused on North American-based transportation, logistics and related industries. Our objective is to invest in privately-owned, primarily family-owned and multi-generational businesses with solid business fundamentals and a strong track record and reputation.
T&L is a category intimately familiar to us, and leverages our personal and professional backgrounds. We believe the sectors’ long-term stability, broad scale and fragmented landscape make it an attractive area for building and growing durable businesses.
We believe that our focus in Transportation & Logistics is a key competitive advantage. Our investment experience and industry relationships lead to a streamlined diligence process and a clear strategy backed by important resources needed for growth.
Our goal is to balance business continuity with solid business execution. We aim for a flexible partnership approach to produce long-term value without artificial investment horizons.
• Warehousing, Logistics & Distribution
• Tech-enabled Services
• Manufacturing & MRO
• Outsourced Services
• Proven management team
• More than $5 million EBITDA for platform
companies; any size for add-ons
• Durable competitive advantage
• Stable earnings and profitability
TOGETHER, WE'VE GOT THE DRIVE.
We are truly passionate about the opportunities in T&L, and love to partner with teams that share our focus.
Nick Antoine is a Partner at Red Arts Capital. He leads fundraising, research and thesis development.
His responsibilities include origination and evaluation of investment opportunities, due diligence, and supporting the management of operational strategies for the firm’s investments.
Before forming Red Arts in 2015, Nick served as Special Assistant to the Chairman and Chief Executive Officer of Ariel Investments, an $11 billion asset management firm.
He began his career as an Equity Research Analyst for Princeton Global Asset Management, before moving to Chicago to join Ariel Investments as an Equity Research Associate.
Nick is a Board Director of Brown Transfer Co. and Central Arizona Freight. He is a member of The Economic Club of Chicago and serves as a Director of the Princeton Club of Chicago and on the Chairmen's Advisory Council for the Big Shoulders Fund, a charity that creates opportunities for inner-city children to attend Catholic schools.
Nick holds a B.A. from Princeton University.
Chad Strader is a Partner at Red Arts Capital. He leads management and development of the firm’s investments.
His responsibilities include origination and evaluation of investment opportunities, due diligence, and working with management teams to implement operational strategies for the firm’s investments.
Before forming Red Arts in 2015, Chad invested in private equity transactions at Woodlawn Partners and Entrepreneurial Capital Partners where he also served as the CFO/Controller to portfolio companies. Chad previously held accounting and financial post-merger and acquisition roles at PepsiCo.
He began his career in the Transportation & Logistics space while working for his family's automotive business.
Chad serves on the Board of Directors of Brown Transfer Co. and Central Arizona Freight. He is also a member of The Economic Club of Chicago, Board Member of De La Salle Institute and serves on the Chairmen's Advisory Council for the Big Shoulders Fund.
Chad holds an MBA from University of Chicago and a BBA in Accounting from Georgia Southern University.
Chase Varndell joined Red Arts Capital in 2017 as an Associate. He supports the team in sourcing, evaluating, and executing new investment opportunities.
Previously, Chase was an analyst at SunTrust Robinson Humphrey where he provided coverage and transactional support on a variety of companies, many within the industrials sector. He started his career at J.P. Morgan Chase in the Global Finance & Business Management program.
Outside of Red Arts, Chase is involved with The Junior Council which supports the Pediatric & Adolescent HIV/AIDS Program at Ann & Robert H. Lurie Children’s Hospital of Chicago.
Chase earned his B.S. in Finance from Indiana University – Kelley School of Business.
Ed Fitzgerald is an Operating Partner at Red Arts Capital.
Mr. Fitzgerald has over 30 years of experience in the Transportation & Logistics Sector and has held a variety of executive and operational roles in both asset-based and asset-light companies throughout his career.
Prior to joining Red Arts, Ed was Chief Executive Officer of Pacific Alaska Freightways from 2007 until the company was sold to private equity in 2015. From 2004 to 2007, Ed served as President and Chief Executive Officer of USF Reddaway and presided over the company’s sale to YRC Freight (Ticker: YRCW). At USF Reddaway, Ed was responsible for all business operations including strategic initiatives, performance and P&L management, revenue growth, marketing and customer service.
Before his tenure at USF Reddaway, Mr. Fitzgerald was Senior Vice President of Daylight Transport. He has also held management positions at Consolidated Freightways and Walmart. He began his career in a management-training program with McLean Trucking where his experiences ranged from Terminal Management to District Sales Management responsibility.
Ed graduated from California State University, Chico, with a B.S. degree in finance.
MOVING WITH GREAT COMPANIES TO DELIVER RESULTS.
We invest for the long haul and that means investing in people, not just rolling stock, because they are the difference makers in every great company.
BROWN TRANSFER COMPANY
Brown Transfer Company is a Less-Than-Truckload (“LTL”) transportation provider headquartered in Kearney, Nebraska. The company, which has been family-owned and operated since 1925, has 9 locations across Colorado, Nebraska and Missouri and is a leading LTL carrier for rural areas in the Great Plains region of the Midwest.
CENTRAL ARIZONA FREIGHT
Central Arizona Freight is a Phoenix, Arizona based premier provider of specialty transportation services including Pool Distribution, Truckload Brokerage and Less-Than-Truckload (“LTL”) delivery. The company primarily operates in the Southwest states across Arizona, New Mexico and Western Texas.