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Transportation & Logistics M&A Pulse – Q3 2023

December 18, 2023

Q3 2023 – US & Global 2023 Dealmaking

  • Following supply chain constraints and surging freight rates throughout 2021 and the first half of 2022, US Transportation and Logistics (“T&L”) M&A activity experienced a 33.3% decline in Q3-23 transaction volumes relative to Q3-22.​
  • Fluctuating conditions, such as onshoring and shifts in supply chains, pushed down deal volumes during the trailing twelve-month period that ended September 2023. US strategic buyers closed 181 deals, consistent with the 191 in 2020 but 18.8% below strategic buyer deals closed in 2022. ​
  • Geopolitical unrest and transformative transportation technology impacted the global transportation and logistics M&A activity trends, mirroring US deal volume trends. In Q3-23, 117 T&L deals closed globally, down 43.5% compared to Q3-22.​
  • As supply chains normalize, expanding market participants will look to integrate critical transportation and logistics operations vertically and acquire value-added T&L companies.

 

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