M&A: The State of Play in Logistics

In this episode, host Karl Siebrecht speaks with Ben Gordon, Founder & Managing Partner, Cambridge Capital, about the current state of logistics and supply chain consolidation. Ben shares his perspective on the post-freight recession rebound, the increasing appetite for M&A, and the capital market factors influencing deal activity. He also highlights emerging trends in AI-driven logistics, the importance of post-merger integration, and predictions for the industry's future, including supply chain software consolidation and domestic manufacturing growth.

Key topics discussed:

• How the logistics industry is rebounding from the worst freight recession in history, and the signals pointing to a surge in M&A activity.
• With capital markets increasingly focused on supply chain investments, what’s driving shifts in valuations, and how strategic consolidations are shaping the future of logistics.
• Which areas of logistics and supply chain technology—such as global trade management software and AI-driven solutions—are becoming prime targets for M&A, and why investors are paying close attention.
• The critical factors that make or break a successful M&A deal, and what lessons can be learned from industry leaders about integrating teams, maintaining culture, and driving long-term value.