Global transportation and logistics M&A deals insights: 

Q3 2016 update
 

Executive summary

Global transportation and logistics M&A activity remained stable in 2016 with 50+ deals in each quarter, though Q3 2016 was slightly less active. With 50 deals, the quarter saw a decline of 11% in deal volume compared to both Q2 2016 and Q3 2015.

It appears general uncertainties related to the US presidential elections, the long-term impact of Brexit, and China’s economic growth paired with reduced forecasts of international trade activity may have impacted recent M&A activity.

While the Asia & Oceania region continues to lead in M&A activity, South America and Europe (excluding UK & Eurozone) saw an uptick in deal volume and a sizeable increase in deal value.

transportation and logistics deal value and volume
transportation and logistics deal value and volume data

transportation and logistics deal disclosed value

Key trends/highlights

  • T&L deal activity in Q3 2016 declined 30% from Q2 2016 although overall activity remains strong.
  • There were five megadeals with a total aggregate disclosed value of $14.0 billion.
  • The Shipping category was stable in deal volume but saw a surge in deal value driven by Investor Group’s acquisition of Port of Melbourne Corp for $7.3 billion—the largest megadeal in the T&L sector this quarter.
  • The Rail category recorded quarter-over-quarter deal value growth, although from a low basis. It is also the only category to record a positive deal volume growth, driven by deals in Europe.
  • The Logistics category saw a 20% increase in deal volume this quarter on a year-over-year basis. Deal value in this category grew by more than three times to $4.8 billion over the past year.

For our full report and additional information on the Top 10 Deals announced for the year, our regional and subsector analyses, and the Outlook for this sector, please remember to download our Global Transportation and Logistics M&A Deals Insights: Q3 2016 update.

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Darach Chapman
US Transportation and Logistics Deals Leader
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Jonathan Kletzel
US Transportation & Logistics Leader
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Julian Smith
Global Transportation & Logistics Leader
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