While a second wave of COVID-19 is temporarily dampening deal activity in Europe and elsewhere, certain other trends are shaping up to stay:
Logistics has become the main focus of T&L deals in the post Covid world as corporates and private equity investors are seeking to invest in capabilities that serve new ways of being.
Changes in supply chains and delivery models will continue to drive the logistics needs of a multinodal world and steer capital deployment accordingly.
Financial investors are spearheading this trend; their share of acquisitions has been increasing each quarter of the current year, both in terms of deal value and deal volume.
“Covid related demands have accelerated innovation and disruption in the logistics space, spurring M&A activity and investor interest that is likely to continue into 2021 and beyond.”