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(12 articles)
Technology & Innovation
High ImpactOct 20, 2026

Logistics M&A Surge in September 2026: Tech and Infrastructure Lead

September 2026 saw unprecedented consolidation activity across the logistics sector, with 64 transactions spanning nine subsectors and six continents. The month underscored a strategic pivot toward te

Transport Intelligence#logistics-ma#supply-chain-consolidation#warehouse-management-software
Warehousing & Distribution
High ImpactOct 10, 2026

Stord Secures $400M Credit Facility for Fulfillment Network Expansion

Stord, a privately-held e-commerce fulfillment provider, has secured a $400 million credit facility led by Citi, building on its May 2025 Series F funding round. The facility closed oversubscribed at

FreightWaves#stord-funding#fulfillment-expansion#logistics-investment
Technology & Innovation
ModerateSep 21, 2026

Samara Capital Consolidates ARC & Calyx to Build Unified Logistics Platform

Samara Capital's strategic acquisition of minority stakes in ARC and Calyx represents a significant consolidation move in the fragmented logistics technology sector. By combining these two specialized

TradingView#logistics-consolidation#platform-integration#private-equity
Shipping & Freight
ModerateSep 18, 2026

L'Imad's Atlas Air bid signals $10bn+ valuation for freighter operator

Abu Dhabi-based sovereign investor L'Imad Holding is reportedly exploring a strategic stake acquisition in Atlas Air Worldwide, a major US-based freighter operator, in what could represent a significa

The Loadstar#atlas-air#limad-holding#air-freight-valuation
Shipping & Freight
ModerateSep 1, 2026

PE Group Consolidates Courier Firms to Expand Delivery Network

A private equity group has executed a rollup strategy by acquiring three small courier firms to build a more competitive and geographically diversified courier network. This consolidation move reflect

FreightWaves#private-equity#courier-consolidation#last-mile-delivery
Risk & Disruption
High ImpactAug 6, 2026

Middle-Market Suppliers Face 30-Day Cash Crunch

Middle-market companies, a critical backbone representing 75% of major enterprises' supply chains, are experiencing severe working-capital deterioration as cash conversion cycles have stretched nearly

FreightWaves#cash-conversion-cycle#middle-market-squeeze#supplier-financial-health
Shipping & Freight
High ImpactJul 29, 2026

CMA CGM Partners with Stonepeak on $2.4B Global Port Terminal Network

CMA CGM, the world's third-largest container liner, has announced a transformative joint venture with New York-based private equity firm Stonepeak to consolidate and expand its global terminal portfol

FreightWaves#port-infrastructure#private-equity#terminal-expansion
Technology & Innovation
ModerateJul 28, 2026

Inverness Graham Partners with ShipSigma on Platform Expansion

Inverness Graham, a private equity investment firm, has announced a strategic partnership with ShipSigma, a logistics technology provider, to develop and scale an advanced freight management and shipm

GlobeNewswire#logistics-software#shipment-tracking#supply-chain-tech
Risk & Disruption
ModerateJul 22, 2026

Penske Automotive Takeover: What It Means for Truck Leasing

Penske Corporation (52% owner) and Mitsui & Co. (20.3% owner) have announced a takeover bid to acquire the remaining 27.8% of publicly traded Penske Automotive Group for $210 per share, valuing the co

FreightWaves#penske-automotive#private-equity#takeover-bid
Labor & Workforce
ModerateJul 13, 2026

Expeditors Layoffs Analyzed Through Fiduciary Duty Lens

A seasoned investment professional has penned an analytical perspective on Expeditors International's documented layoff activity, framing the discussion around corporate fiduciary duty rather than emo

The Loadstar#expeditors-layoffs#freight-forwarding#labor-restructuring
Shipping & Freight
High ImpactJul 10, 2026

Trucking M&A Supercycle: What Carriers Need to Know

The trucking industry is entering a pivotal phase of consolidation as private equity and strategic buyers re-engage with acquisition opportunities following a challenging market period. With freight r

FreightWaves#trucking-ma#freight-consolidation#private-equity
Technology & Innovation
ModerateJul 7, 2026

Trimble May Sell Transportation Unit in Major Logistics M&A

Trimble is reportedly exploring the sale of its Transportation & Logistics segment, a $550 million annual revenue business representing approximately 15% of total sales. Working with Goldman Sachs, th

FreightWaves#trimble-divestiture#transportation-software#tms-market