Talking Transports

Gordon on M&A Activity Picking Up in 2025

Feb 18, 2025
Ben Gordon, founder of BGSA Holdings and Cambridge Capital, shares his expertise on the booming M&A activity in transportation and logistics. He highlights growing optimism among supply chain executives as they anticipate significant growth in 2025. The conversation dives into notable deals like RXO’s acquisition of Coyote, showcasing strategic expansions. Gordon also discusses how factors like technology, market conditions, and personal transitions motivate sellers, and the potential for IPO growth in logistics and tech sectors.
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INSIGHT

Supply Chain CEO Optimism High

  • Industry CEOs show strong optimism with 70% expecting over 10% growth in 2025.
  • Over 70% anticipate more M&A activity and are considering deals themselves this year.
INSIGHT

Themes Driving M&A Activity

  • M&A themes include divestitures by large firms, consolidation by specialists, and deeper niche specialists.
  • Fragmented sectors like truck brokerage and supply chain software will see more consolidation.
INSIGHT

Supply Chain Software Consolidators

  • WiseTech and Descartes are leading software consolidators with heavy acquisition strategies.
  • Descartes focuses deeply on global trade management software as a niche consolidator.
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