Transportation & Logistics

The transportation and logistics industry is undergoing major changes: digital revolution, new market participants, changing customer expectations, and new evolving business models.

As the transportation industry is becoming more dependent on technology, great efforts are being undertaken towards sustainability. Global passenger demand is on the rise both in mature and emerging markets, where the population is becoming increasingly affluent and mobile. In terms of cargo transportation, trade relations between China, North America, and the European Free Trade Association (EFTA) are forecast to drive up traffic demand over the coming years. While cargo aircraft are often used to transport mail, animals, and dangerous items, bulk products are typically carried by railways, trucks, and ships. In the logistics industry, intermodal freight traffic is the most common choice to move consumer goods, as freight that is shipped in containers can easily be moved interchangeably by trucks, railroads, and containerships.

FCL Industry Coverage

 

  • Aviation
  • Marine
  • Rail
  • Trucking
  • Distribution
  • Equipment Rental

M&A Activity

Despite the slowdown in Q2 2020, M&A activity in the sector has accelerated reaching a record high of 1,750 transactions closed in Q1 2021 versus 1,542 in Q1 2020, a 13% increase. Strategic buyers were the most active class of investors representing 37.4% of the total deals closed. IPO activity has picked up as the economy recovered from the pandemic.