The Top Four Trends Driving M&A in the Transport & Logistics Industry in 2024
In the fifth video in our new IMAP M&A Industry Insights series, Jan-Pieter Borst and Pablo Gómez take a deep dive into the Transport & Logistics Industry and outline the Four Key Trends affecting M&A activity in the sector this year and look at what’s happening with valuations and multiples.
Trend 1: Economies of Scale, Internationalization, & Innovation Driving Global Consolidation
COVID accelerated supply-chain focused deal activity
Global players acquiring players in strategic locations
Trend 2: Ensuring a Good Balance Between Global Footprint and Capillarity is a Must
Shipping companies with cash reserves are highly acquisitive and leading the market
Small, mid-cap, and family-owned businesses looking to internationalize highly interesting targets for global players
Trend 3: Increasing Number of Financial Buyers Entering the Market to Acquire Small and Mid-cap Companies
Logistics outsourcing still an ongoing trend
Atomized market enabling acquisition and integration of logistics providers in fragmented segments
New trend of acquisitions by Private Equity
Trend 4: Market Stabilization Will Cause Correction on Multiples
Increasing interest in Transport & Logistics companies owning the real estate
Optimism in the sector which is a key industry for all other industries
Valuation Forecast
Challenges for generalists to reach good multiples
Niche players are overall winners in oversaturated market
But even niche companies face challenges
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