Apex Transit - Polishing Touches on a Gem
Apex Transit, a 12-year-old asset-based trucking company headquartered in Charlotte, North Carolina, has earned a strong reputation and loyal following. To propel its growth and execute a forward-thinking go-to-market strategy for 2025, the company outlined key objectives: appointing a visionary COO, implementing a cutting-edge backbone system to enhance operational efficiency, establishing a brokerage division, launching an innovative agency model, and recruiting top-tier independent sales talent to drive ambitious expansion goals.
Brought hands-on experience in building, optimizing, and scaling carrier and brokerage operations in highly competitive freight markets.
Specialized in agent program development, brokerage division launch and expansion, and TMS selection and adoption. Advises leadership teams on practical AI utilization across dispatch, planning, and back-office workflows to improve productivity and decision velocity. Extensive work with owner-operator program structure, performance optimization, and network growth strategies. Provided financial and operational guidance focused on cash flow management, margin control, and scalable operating models.
Delivered pragmatic, execution-focused consulting designed to produce measurable operational and financial outcomes for transportation and logistics organizations.
Brought hands-on experience in building, optimizing, and scaling carrier and brokerage operations in highly competitive freight markets.
Specialized in agent program development, brokerage division launch and expansion, and TMS selection and adoption. Advises leadership teams on practical AI utilization across dispatch, planning, and back-office workflows to improve productivity and decision velocity. Extensive work with owner-operator program structure, performance optimization, and network growth strategies. Provided financial and operational guidance focused on cash flow management, margin control, and scalable operating models.
Delivered pragmatic, execution-focused consulting designed to produce measurable operational and financial outcomes for transportation and logistics organizations.
Challenge
Apex Transit needed to scale effectively in a flat market while optimizing the contributions of its current team. The goal was to position the company for aggressive growth as the market improved, ensuring labor allocation aligned with long-term objectives.
Apex Transit needed to scale effectively in a flat market while optimizing the contributions of its current team. The goal was to position the company for aggressive growth as the market improved, ensuring labor allocation aligned with long-term objectives.
Results
- Implemented an optimal TMS to manage Apex’s asset, brokerage, and transportation solutions.
- Integrated systems to streamline business processes across the organization.
- Collaborated closely with the new COO and Managing Partner to design and launch a modern website and a CRM integrated with ZoomInfo for enhanced lead management.
“We named Rick to our management team because of his ability to support our company's goals in so many different ways. It’s rare to find someone who has built and sold their own company yet continues to have the deep desire to roll up their sleeves and drive agendas so effectively. My husband and I couldn’t be happier that we met Rick and have seen a positive impact on our company in such a short period of time. Together, we set our goals and now have a clear path to success.”
Marina Ivanov
Managing Partner, Apex Transit Solutions
Marina Ivanov
Managing Partner, Apex Transit Solutions
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