Serrowake Transport Group
Response requiredTransportation · Jacksonville, FL
May 28 – Aug 13, 2026
last 12 weeks of telemetry
Serrowake Transport Group is 1 point below its escalation threshold — operational friction is the strongest theme at 69 against a threshold of 70. 2 escalations are open (1 elevated and 1 moderate), the oldest running 17 weeks. No board direction has been issued, so nothing is formally assigned against them.
69
Highest signal
of 70 threshold
2
Open escalations
1 elevated · 1 moderate
65%
Participation
coverage sufficient
0
Board actions
none assigned
What needs attention
4 active themesOperational Friction
37 independent participants · 7 functions
Reported by 37 independent participants across 7 functions, persistent for 14 weeks and rising.Escalation open
Talent & Team Stability
32 independent participants · 7 functions
Reported by 32 independent participants across 7 functions, persistent for 20 weeks and rising.Escalation open
Leadership Direction Clarity
25 independent participants · 7 functions
Reported by 25 independent participants across 7 functions, persistent for 10 weeks.
Market & External Pressure
22 independent participants · 7 functions
Reported by 22 independent participants across 7 functions, persistent for 36 weeks and rising.
Escalations
2 open of 3 →Operational Friction at Serrowake Transport Group: process breakdown reported independently across most functions
- Why it matters
- Above the escalation threshold and still building; the cost of waiting is rising each week it stays open.
- What changed
- Cross-functional corroboration from 37 distinct reporters. (11 weeks open)
- Next step
- Issue a board direction and assign an owner before the next board meeting.
View escalation historyHide view escalation history
Signal confidence for a operational friction theme at Serrowake Transport Group stands at 69 against a program threshold of 70, reported independently by 37 participants across 5 functions. The pattern is consistent with a known exposure at this company — insurance costs up 40% over three years — which the value-creation plan already treats as a live issue. Signal will confirm over the coming weeks whether confidence continues to climb.
Beacon lifecycle
Crossed threshold, corroborated — board-worthy.
- May 7
Opened as Emerging
autoEscalation opened — theme first surfaced above the noise floor.
- May 14
Emerging → Developing
autoConfidence rising across consecutive weeks; coverage widened to 5 functions.
- May 21
Developing → Material
autoCross-functional corroboration from 37 distinct reporters.
What Signal observed
Confidence for the operational friction theme reached 69 against a threshold of 70, sustained across 6 weeks with reporting from 5 distinct functions (Executive, Operations, Field Operations, Quality, Finance).
Talent & Team Stability at Serrowake Transport Group: retention risk concentrated in a small number of roles
- Why it matters
- Persistent and approaching the escalation threshold — cheap to address now, expensive once it crosses.
- What changed
- Confidence rising across consecutive weeks; coverage widened to 4 functions. (17 weeks open)
- Next step
- Assign an owner to watch it, or wait one more week of telemetry before acting.
View escalation historyHide view escalation history
Signal confidence for a talent & team stability theme at Serrowake Transport Group stands at 61 against a program threshold of 70, reported independently by 32 participants across 4 functions. The pattern is consistent with a known exposure at this company — owner-operator conversion stalled at 22% of the fleet — which the value-creation plan already treats as a live issue. Signal will confirm over the coming weeks whether confidence continues to climb.
Beacon lifecycle
Building — recurring and gaining cross-functional coverage.
- Mar 26
Opened as Emerging
autoEscalation opened — theme first surfaced above the noise floor.
- Apr 2
Emerging → Developing
autoConfidence rising across consecutive weeks; coverage widened to 4 functions.
What Signal observed
Confidence for the talent & team stability theme reached 61 against a threshold of 70, sustained across 6 weeks with reporting from 4 distinct functions (Executive, Operations, Field Operations, Quality).
Market & External Pressure at Serrowake Transport Group: customer and pricing pressure recurring across functions
- Why it matters
- Early and above the noise floor. Worth knowing about; not yet worth disrupting the plan for.
- What changed
- Confidence fell below threshold for three consecutive weeks. (33 weeks open)
- Next step
- Closed — confidence fell back below threshold. No action required.
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Signal confidence for a market & external pressure theme at Serrowake Transport Group stands at 42 against a program threshold of 70, reported independently by 22 participants across 3 functions. The pattern is consistent with a known exposure at this company — two safety findings in the last audit cycle — which the value-creation plan already treats as a live issue. Confidence has since fallen back below threshold and the escalation is closed.
Beacon lifecycle
Closed — addressed, or stood down as immaterial.
- Dec 4
Opened as Emerging
autoEscalation opened — theme first surfaced above the noise floor.
- May 28
Emerging → Resolved
autoConfidence fell below threshold for three consecutive weeks.
What Signal observed
Confidence for the market & external pressure theme reached 42 against a threshold of 70, sustained across 6 weeks with reporting from 3 distinct functions (Executive, Operations, Field Operations).
Resolved May 28, 2026
Organizational radar
all 8 themes scored0
Escalated
4
Developing
Leadership Direction Clarity, Talent & Team Stability, Operational Friction, Market & External Pressure
4
Quiet
View all eight themesHide view all eight themes
Organizational radar
Serrowake Transport Group across the eight themes
Every company is scored on the same eight themes, shaded against this program's own escalation threshold — so a quiet row means quiet, not unmeasured.
Confidence = unique reporters of a theme ÷ active participants over the rolling 4-week window. A cell turns red once it crosses its company's escalation threshold.
Board response
2 open escalations at Serrowake Transport Group with no board direction assigned. Nothing is formally owned, and no actions are being tracked against them.
Create board direction →underperformer · held since July 2018 · Jacksonville, FL
Company contextHide company context
- Employees
- 940
- Signal seats
- 82
- 9% enrolled
- Revenue
- $214M
- EBITDA margin
- 8–11%
Investment thesis
Bought as a specialised hauler with pricing power; commoditisation of the lane mix has eroded the premium.
Known exposures
- ·Insurance costs up 40% over three years
- ·Owner-operator conversion stalled at 22% of the fleet
- ·Two safety findings in the last audit cycle
Signal data is PE-exclusive. Portfolio company leadership has no visibility into submissions, themes, or confidence scores.
Beacon detects. Bearing interprets. You decide.