2024 Lincoln International Transportation & Logistics Luncheon

May 2024

We recently hosted a Transportation & Logistics Luncheon in New York, gathering industry leaders and private equity professionals for networking and a panel discussion. The event facilitated a rich exchange of insights on the state of the T&L market. Key takeaways of the event included:

1

Strategics are actively pursuing acquisitions to build end-to-end solutions with a growing focus on major U.S. ports and cross-border trade lanes as onshoring and nearshoring investments accelerate.

2

Criticality to invest in the “right” technology (i.e., TMS, AI, warehouse management, automation, drones, etc.) to improve efficiency, productivity, visibility and service.

3

Shifting global trade patterns and evolving geopolitical tensions pushing a “flight to scale” to work with providers who have broad geographic coverage to quickly respond to “waxing and waning” of global trade.

4

The industry remains ripe for consolidation and M&A activity is expected to continue to accelerate during the 2H of 2024 and into 2025 as capacity exits and rates reach a “new normal”.

To discuss M&A trends and areas of opportunity in the transportation and logistics sector, please contact one of our senior professionals.

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