After frenetic activity during the pandemic and a decline post-pandemic, M&A in transportation and logistics enters a new world in 2024. But major forces are transforming the industry and creating five priorities for M&A investment.
The pandemic highlighted the strategic importance of supply chain execution. Many transportation and logistics players looked to M&A to keep things moving and profited handsomely. In 2023, deal activity slowed to a crawl, but 2024 promises new opportunities, as leading investors have amassed funds that they are ready to spend. But the M&A environment is changing, as financial, market, and technology forces are transforming the industry. Would-be dealmakers should prepare for this new world now.