Simplified Logistics, LLC | Stephens

Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.


Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

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Financial Advisor

Simplified Logistics, LLC

Value Not Disclosed 03/06/2017 Transportation & Logistics Complete
Lead Banker: Michael Miller
Financial Sponsors
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Transaction Details

  • On March 6, 2017, CI Capital Partners LLC (“CI Capital”) announced that an affiliate of CI Capital acquired a majority interest in Simplified Logistics, LLC (“Simplified Logistics”)
  • Headquartered in Westlake, Ohio, Simplified Logistics is a leading provider of transportation and logistics management services and technology
  • Stephens Inc. served as exclusive financial advisor to Simplified Logistics

About the company

Simplified Logistics, LLC

Simplified Logistics is a leading North American provider of transportation management services. Simplified's comprehensive service offering includes logistics consulting, transportation management, customer reporting and freight audit and payment services. Simplified was founded in 2003 and is based in Westlake, OH.

CI Capital Partners LLC

CI Capital Partners LLC, a leading North American private equity investment firm with approximately $2.2 billion in assets under management, has been investing in middle-market companies since 1993. Since inception, CI Capital and its portfolio companies have made over 220 acquisitions representing approximately $8 billion in enterprise value. CI Capital's existing portfolio consists of companies that collectively generate annual revenue of over $3 billion and annual EBITDA of over $350 million and employ over 13,000 people.

Sources: Company websites and publicly available information.
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