Private Equity Targets Logistics and Cold-Chain Assets Amid E-commerce Growth
Global Supply Chain Partners announces $500 million fund targeting temperature-controlled warehousing and last-mile delivery networks as sector valuations reach record levels
NEW YORK, November 20, 2025 – Private equity investment in logistics and cold-chain assets has surged to unprecedented levels in 2025, driven by sustained e-commerce growth and supply chain digitization. Global Supply Chain Partners (GSCP) today announced the closing of a $500 million dedicated fund to acquire temperature-controlled warehousing facilities and last-mile delivery networks across North America and Europe, capitalizing on what industry analysts describe as a fundamental shift in consumer purchasing behavior.
The logistics technology sector has attracted $4.5 billion in equity capital year-to-date through June 2025, representing an 84.4 percent increase compared to the same period in 2024, according to investment banking firm Capstone Partners. This acceleration reflects investor confidence in essential infrastructure assets that support omnichannel fulfillment and perishable goods distribution. The global logistics market accounted for nearly $9 trillion in 2023, with most analysts projecting compound annual growth rates of 4-6 percent through 2032, underscoring the sector’s resilience amid broader economic uncertainty.
Cold-chain infrastructure has emerged as a particularly compelling subsector, with online grocery sales projected to represent 19.0 percent of total U.S. e-commerce sales by 2026, surpassing apparel as the largest e-commerce category, according to research firm eMarketer. Unlike traditional warehousing, temperature-controlled facilities require specialized construction, advanced refrigeration systems, and strict regulatory compliance, creating significant barriers to entry that protect investor capital. The COVID-19 pandemic initially highlighted vulnerabilities in pharmaceutical distribution networks, but subsequent growth in fresh food delivery has transformed cold storage from a niche asset class into a core logistics component.
“E-commerce has fundamentally rewired supply chain economics,” said David Chen, Managing Partner and CEO of Global Supply Chain Partners. “We’re witnessing a permanent structural shift where consumers expect fresh groceries, meal kits, and temperature-sensitive pharmaceuticals delivered within hours, not days. This creates durable, long-term demand for institutional-quality cold-chain assets that generate stable cash flows while appreciating in value. Our fund is specifically designed to consolidate fragmented operators and deploy technology upgrades that enhance efficiency and visibility.”
GSCP’s investment strategy focuses on acquiring mid-sized regional operators with 50,000 to 200,000 square feet of temperature-controlled space in strategic locations near urban population centers. The firm plans to integrate Internet of Things (IoT) sensors, artificial intelligence-driven inventory management, and predictive maintenance systems across its portfolio to reduce operational costs by an estimated 15-20 percent while improving service levels. Target markets include the Northeast and West Coast corridors in the United States, along with major European distribution hubs in Germany, the Netherlands, and Poland.
The transaction environment remains robust, with strategic acquisitions accelerating throughout 2025. In May, logistics software provider WiseTech Global acquired supply chain management platform E2open for $2.1 billion, representing 3.5 times enterprise value to revenue. Infrastructure investors are increasingly partnering with technology firms to modernize legacy facilities and meet sustainability mandates, with many new developments targeting LEED certification and net-zero carbon emissions by 2030. Blackstone Group, the world’s largest private equity real estate investor, now allocates more than one-third of its global real estate portfolio to logistics assets, validating institutional commitment to the sector.
About Global Supply Chain Partners
Global Supply Chain Partners is a private equity firm specializing in transportation, logistics, and supply chain infrastructure investments. Founded in 2018, GSCP manages approximately $2.3 billion in assets across three dedicated funds, focusing on middle-market companies where operational improvements and technology integration drive value creation. The firm targets essential assets that benefit from e-commerce growth, supply chain reshoring, and sustainability initiatives, with a proven track record of building market-leading platforms through strategic acquisitions and partnerships.
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