Intersections* - Global Transportation and Logistics Mergers and Acquisitions Analysis; Fourth quarter 2009

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Deal activity in the T&L market experienced a notable ebb and flow throughout 2009 confirming that a bottom in the deal market occurred. The pace of deals and deal value announced during the fourth quarter of 2009 picked up considerably from both the third quarter and the lows of the second quarter. While most of the increase in deal value during the fourth quarter was driven by the $36.7 billion Berkshire Hathaway acquisition of Burlington Northern Santa Fe.

The concern heading into 2010 continues to be an astonishing lack of large deal activity, a trend that will need to reverse itself before the industry’s recovery can gain further momentum. Although we do not anticipate any radical changes in the market in the short-term, as we get further away from the volatility created by the economic downturn, we expect to see a higher level of deal activity in 2010 compared to 2009.

This quarter's special report highlights the topic of innovation and its relevance to helping companies resurrect from the recession. As organizations operate during an economic recovery, questions abound as to how a company can succeed in an altered business landscape. By embracing innovative ways of doing business, companies can potentially accelerate new product development, streamline business operations, and differentiate themselves from competitors.