M&A Market Reviews: Logistics and Supply Chain sector

M&A Market Reviews: Logistics and Supply Chain sector

Deal activity driven by increased cross-border transactions and venture capital’s quest for logistics innovators

Q3 saw an increase in deal activity to a new high, which may be surprising given the continued challenges in the economic environment, but it was driven by a number of areas of activity, namely:

  • Venture capital investors looking to target earlier stage tech-enabled companies servicing the sector;
  • Renewed activity from international buyers; and
  • Increased evidence of distress in the market.

We issued the latest edition of the BDO-Barclays UK Logistics Confidence Index which registered the second lowest level of confidence since first published in 2012, suggesting a dose of realism among logistics leaders after the economic turmoil of the last year and reflecting the normalisation of supply chain capacity. In M&A it was notable that 40% of respondents said they are likely to make acquisitions over the next 12 months, confirming the industry’s continued appetite for consolidation and growth.

Read our report for:

  • Overview of recent deals
  • Why logistics operators are seeking acquisitions
  • The factors frustrating deal activity
  • Sector performance in public markets


The 2023 edition of the BDO & Barclays Logistics Confidence Index presents the results of our survey of the views and insights of 100 senior decision makers, to assess confidence and expectations, as well as the latest hot topics and longer term trends, in the UK logistics sector. Read the report here.



Watch our webinar for the launch of the  latest edition of the BDO-Barclays UK Logistics Confidence Index 2023, with speakers and Q&A from BDO, Barclays and industry guests Diamond Logistics and Savills UK


Read our Q3 2023 Snapshot