Augment takes first step into $8 trillion distribution sector

Augment takes first step into  trillion distribution sector
Augment takes first step into  trillion distribution sector

Augment has acquired Merlin, a stealth AI company focused on wholesale distribution. The move gives the supply chain AI platform its first foothold in the more than $8 trillion U.S. wholesale distribution sector. It’s an industry that still relies heavily on legacy systems and spreadsheets.

The deal brings distribution industry veteran Alex Moazed to Augment as president of wholesale distribution, alongside co-founders Nick Johnson and John Schumacher, former head of AI at Grainger.

A reason behind the acquisition? Customer demand. Freight brokers and shippers kept asking Augment CEO Harish Abbott if the platform worked with distributors, his biggest customers.

“When we looked at what Alex had created, two things immediately stood out: expertise in a specific distribution domain that would have taken us years to replicate, and a data philosophy that we completely share: Customer data remains isolated, period,” Abbott said. “He never trains models for anyone else.”

Moazed co-founded Merlin after leading Applico Capital, the first venture capital fund dedicated to the distribution industry, where he evaluated more than 700 supply chain technology companies. Applico participated in Augment’s seed round in January 2025.

“When the acquisition talks got serious, the cultural and technological fit was already obvious,” Moazed said.

The case for purpose-built delivery AI

B2B distribution is extremely decentralized, even more so than freight transportation. Enterprise distributors lose margin due to operational complexity driven by fragmented systems. This fragmentation creates manual processes and inconsistent product language across multiple enterprise resource planning (ERP) systems.

“Sales reps spend 30 minutes entering a purchase order that a customer has already written,” Moazed said. “Counter reps come in mid-quote, the ERP crashes, and they start over. Branch managers call suppliers every two weeks just to check on open orders.”

A single company can run six different ERPs. A quote can take two minutes per line on thousands of lines daily. Generic AI tools fail to handle unit conversions, customer-specific SKU language, and workflows with many exceptions. Many also train shared models with proprietary dealer data without returning value to customers.

“Reseller data is a competitive moat – their resistance to shared data AI models is not an objection to overcome, it is a legitimate business concern,” Moazed said.

Augment’s platform, Augie, uses agent AI to follow standard operating procedures written in natural language instead of custom code.

“Previously, light business rules and workflow customization were built into ERP with a small army of engineers writing custom code,” Moazed said. “Now, the incremental cost of customizing workflow automation is heading toward zero because you’re writing a process document in English and AI agents are doing the work alongside your human teammates.”

Acquisition increases existing customers

Augie’s distribution offering is now operational with more than $20 billion in combined distributor revenue under management.

Initial enterprise customers include Ewing Outdoor Supply, a $1 billion landscaping distributor; Insco Distributing, a family-owned HVAC-R distributor; Brooks Safety Solutions, one of the nation’s largest fire and safety distributors; and Reece, a $3.5 billion leader in plumbing and sanitary distribution.

“Augie saves me 80% of the time spent quoting,” said Mike Mackey, business services manager at Ewing Outdoor Supply. “It’s like I have my own personal assistant. It integrates seamlessly with workflows and automatically connects to my inbox and ERP, with product search functionality that blows our ERP and website out of the water.”

Wholesale distributors operate some of the largest private fleets in the country. They are also among the largest truckload and less-than-truckload carriers managed by the brokers and carriers Augment already serves.

“The more Augie manages the supply chain, the better it understands each transaction: where the cargo comes from, why it moves, and what happens at each end,” Abbott said. “We’re not building a separate product infrastructure for separate industries. We’re building an AI platform. The more it touches the supply chain, the more valuable it will be to everyone involved in it.”

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