Mid-market Potential A small but growing utilities broker with revenue in the tens of millions and a lean team presents an opportunity to upsell bundled logistics and technology services to optimize carrier procurement, routing, and freight spend.

Tech Stack Fit Current technology stack includes Salesforce, Google Tag Manager, and Cloudflare Bot Management, indicating openness to CRM optimization, web analytics, and security enhancements; leverage to propose integrated EDI/API freight management and enhanced data insights.

Growth Corridor Location in McKinney, Texas places the company in a logistics-rich Southwest/Midland corridor with access to multiple carriers and shippers; target regional asset-based carriers and 3PLs seeking scalable brokerage partnerships.

Revenue Benchmark With annual revenue in the $10–25M range and relatively small team, there is room to pitch cost-effective technology platforms, fleet optimization tools, and performance-based pricing models to improve margins.

Competitive Context Operating alongside large brokerages with thousands of employees, position as a nimble, personalized broker offering rapid onboarding, tailored service levels, and flexible contracting to capture mid-market shippers and regional carriers.