Supply Chain Equity Partners focuses on private equity investments in the distribution industry, self-described as the only fund that invests exclusively in this sector.

Supply Chain Equity Partners

Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity and real estate markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. The firm provides its services to endowment and sovereign wealth funds, as well as other institutional and individual investors. It manages client focused portfolios. The firm launches and manages hedge funds for its clients. It also manages real estate funds and private equity funds for its clients. The firm invests in the fixed income and alternative investment markets across the globe. Its fixed income investments include income-oriented senior loans, bonds, collateralized loan obligations, structured credit, opportunistic credit, non-performing loans, distressed debt, mezzanine debt, and value oriented fixed income securities. The firm seeks to invest in chemicals, commodities, consumer and retail, oil and gas, metals, mining, agriculture, commodities, distribution and transportation, financial and business services, manufacturing and industrial, media distribution, cable, entertainment and leisure, telecom, technology, natural resources, energy, packaging and materials, and satellite and wireless industries. It seeks to invest in companies based in across Africa, North America with a focus on United States, and Europe. The firm also makes investments outside North America, primarily in Western Europe and Asia. It employs a combination of contrarian, value, and distressed strategies to make its investments. The firm seeks to make investments in the range of $10 million and $1500 million. The firm seeks to invest in companies with Enterprise value between $750 million to $2500 million. The firm conducts an in-house research to create its investment portfolio. It seeks to acquire minority and majority positions in its portfolio companies. Apollo Global Management, Inc. was founded in 1990 and is headquartered in New York, New York with additional offices in North America, Asia and Europe.

Leon Black

Marc Rowan

Josh Harris

Apollo Global Management, Inc.

BlackHawk Industrial Supply provides industrial products, supplies, and equipment, serving manufacturers in various sectors. The company offers technical services and supply chain solutions aimed at reducing total production costs.

BlackHawk Industrial Supply

Blackstone Inc. is an alternative asset management firm specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage companies. It also provide capital markets services. The real estate segment specializes in opportunistic, core+ investments as well as debt investment opportunities collateralized by commercial real estate, and stabilized income-oriented commercial real estate across North America, Europe and Asia. The firm's corporate private equity business pursues transactions throughout the world across a variety of transaction types, including large buyouts,special situations, distressed mortgage loans, mid-cap buyouts, buy and build platforms, which involves multiple acquisitions behind a single management team and platform, and growth equity/development projects involving significant majority stakes in portfolio companies and minority investments in operating companies, shipping, real estate, corporate or consumer loans, and alternative energy greenfield development projects in energy and power, property, dislocated markets, shipping opportunities, financial institution breakups, re-insurance, and improving freight mobility, financial services, healthcare, life sciences, enterprise tech and consumer, as well as consumer technologies. The firm considers investment in Asia and Latin America. It has a three year investment period. Its hedge fund business manages a broad range of commingled and customized fund solutions and its credit business focuses on loans, and securities of non-investment grade companies spread across the capital structure including senior debt, subordinated debt, preferred stock and common equity. Blackstone Inc. was founded in 1985 and is headquartered in New York, New York with additional offices across Asia, Europe and North America.

Peter G. Peterson

Stephen Schwarzman

Blackstone Inc.

Supply Chain Equity Partners is a private equity fund that invests exclusively in the distribution industry, self-described as the only fund with this focus.

Supply Chain Equity Partners | 356 followers on LinkedIn. We are the only private equity in the world that invests exclusively in the distribution industry | Supply Chain Equity Partners is a value-added private equity fund focused on the distribution industry, backed by leading institutional investors and distribution industry veterans.  Our firm is the only private equity firm with committed capital that focuses exclusively on the distribution industry. We acquire or invest solely in wholesale distributors and related logistics companies that are a critical link in the supply chain, regardless of sub-sector.

Metric
Company Name	Supply Chain Equity Partners	Apollo Global Management, Inc.	BlackHawk Industrial Supply	Blackstone Inc.
Symbol		APO		BX
MSH ID	COM:SUPPLYCHAINEQUITY	COM:APOLLO	COM:BHID	COM:BLACKSTONE
Market	PRIVATE	STOCKS	PRIVATE	STOCKS
Sector	Financial Services & Finance	Financial Services	Commercial & Professional Services	Financial Services
Industry	Investment Management	Asset Management - Global	Industrial Supply	Asset Management
Country	US	US	US	US
Stage		Post-IPO Debt	Debt Financing
Employee Count		4.95K		4.74K
Website	supplychainequity.com	apollo.com	bhid.com	blackstone.com
LinkedIn	supply-chain-equity-partners	apollo-global-management-inc	blackhawk-industrial	blackstonegroup
Founders

Metric
Market Cap		67.83B		150.24B
Enterprise Value
Monthly Web Traffic	182	206.45K	474
Web Traffic Growth	14.17	0.03	9.30
Valuation
Raised Capital		495M

Metric
Revenue		33.21B
Revenue (LTM)
Revenue (NTM)
Gross Profit		32.30B
EBITDA		9.12B
Operating Income		8.32B
Net Income		5.05B
EPS		8.32
Diluted EPS		8.21
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin		0.98
Operating Profit Margin		0.56
EBITDA Margin		0.27
Net Profit Margin		0.25
Return on Equity		0.54
Return on Assets		0.02
Return on Capital Employed		0.18

SUPP

COM:SUPPLYCHAINEQUITY

Supply Chain Equity Partners

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio		34.70
P/B Ratio		7.07
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio		3.10
EV Multiple		19.74

Metric
Days Sales Outstanding		10.18
Days Payables Outstanding		851.98
Days Inventory Outstanding
Operating Cycle		111.59
Cash Conversion Cycle		90.64
Asset Turnover		0.10

Metric
Operating Cash Flow		6.60B
Free Cash Flow		-17.80B
Cash Flow to Debt		0.69
Operating Cash Flow/Sales		0.20
Free Cash Flow Yield		0.10

Metric
Cash & Equivalents		17.69B
Accounts Receivable
Inventory
Goodwill		4.33B
Debt to Capitalization		0.42
Debt to Assets		0.02
Current Ratio		0.75
Quick Ratio		9.37

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue		0.03
R&D to Revenue
SG&A to Revenue		0.07