Comment / Market Insight: private equity shows how it is done, with EV Cargo

A six-way merger of transport assets in the UK recently highlighted that private equity can play a pivotal role in helping the industry accelerate consolidation, but what’s next – in terms of M&A – could be even more enticing than EV Cargo’s latest announcement, if larger PE firms raise the bar in logistics, acting as aggregators of diverse and bigger assets along the way.

Following the creation of EV Cargo, I have worked out some assumptions to determine the paper value of this new entity, which ...