2025 M&A Outlook: Consolidation pressures meet a private equity exit wave
Bye bye PE…
Hungry for bolt-on deals in transport and logistics (T&L)?
You are certainly not alone if you are hunting inorganic growth, according to several Premium sources.
With big deals unlikely to attract interest from incumbents leading the global logistics rankings, as we argued in October there’s lots to break-up to release shareholder value for the majors – even more so if you think about the narrative highlighted this week by Bloomberg.
(Sub required to read: ’Spinoffs Outperforming the S&P 500 Boost the Case for ...
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Maersk and MSC fire first shots in new freight rate war on Asia-Europe trades
Cape of Good Hope detours look set to continue until 'August, at least'
US port strike called off as ILA and USMX reach 'tentative' agreement
'A market ripe for disruption' says FedEx, as it targets air cargo traffic
Strong gains on the transpacific as US imports swell and GRIs begin to bite
Cosco share price falls after US lists carrier as a Chinese 'military asset'
FBA seller fury as Amazon dials back compensation for lost products
Warning as penalties for non-compliance with US import/export rules increase
Yang Ming eyes higher contract rates, with a 'focus on the transpacific'
Trump tariffs could boost Chinese influence in South-east Asian rail network
Alliance reshuffle will increase box ship shortage as carriers hunt 'buffers'
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