How Private Equity Is Buying Up Cold Storage

The Buyout Show with Fexingo: Private Equity, Roll-Ups, and Business Acquisitions · Sep 7, 2026 · 13m · transcript

Private equity firms are aggressively consolidating the fragmented cold chain logistics sector, driven by e-commerce demand and supply chain resilience needs. This episode explores how firms like Blackstone and KKR are acquiring regional refrigerated warehousing operators, integrating technology to optimize inventory turnover, and leveraging economies of scale to serve major food and pharmaceutical distributors. We examine the specific mechanics of these roll-ups, the margin pressures in the current interest rate environment as of September 2026, and what this consolidation means for…