Comment / Analysis: CH Robinson mini-restructure a sign of something brewing?

When CH Robinson announced its fourth-quarter and annual results at the end of January, a key section of its 8-K form grabbed my attention.

It read: “Commencing with this quarter, we are now reporting operating results based on three reportable segments … North American Surface Transportation (NAST), Global Forwarding and Robinson Fresh.”

Break-up

News that might pass unnoticed in any other environment, in corporate finance it often captures the imagination of corporate raiders and turnaround specialists, many of whom have not been shy ...