Transportation & Logistics Market Intelligence

Market Trends & Operations

• What’s driving the tightest capacity conditions in four years — and how long it’s likely to last
• How tariff shifts and nearshoring are redirecting freight flows and capital investment

Financial Performance & Valuation Insights

• Which sub-sectors are outperforming and where valuations for asset-light platforms are settling
• What the spread in EBITDA margins across operators reveals about competitive positioning

M&A Activity & Transactions

• Why deal volume hit a multi-year low and what buyer behavior looks like in the current environment
• Which deal types and asset profiles are still attracting capital despite the broader slowdown

Regulatory, Trade & Cost Environment

• How the financing environment is affecting deferred buyouts and sponsor exit timelines
• Which structural shifts in trade and infrastructure are creating longer-term capital allocation opportunities