Transactions & Valuation in the Global Logistics Market

The transaction market in the transport and logistics sector is a valuable indicator for the state of the industry. Digitalization shaped the development of logistics throughout the last decade. Often, the players behind this disruption are targets for investments and acquisitions by established incumbents. However, investments in digitalization and the emerging platform economy are primarily driven by venture capital, rather than strategic investors. At the same time, the global economy is experiencing a shift towards new hubs of innovation and technology. A look at the intricacies of global M&A activity reveals a turning point for the industry that questions the foundations of traditionally asset-heavy business models. The emergence of new players and new disruptive concepts might drastically change the industry. Yet, disruption is not necessarily a destructive force, but a transformative driver for change and improvement within an industry that has always been at the forefront of innovation.