Cambridge Capital Founder on Logistics MA Trends

Cambridge Capital Founder on Logistics MA Trends

Cambridge Capital founder Ben Gordon provides an in-depth analysis of current M&A trends in the freight, logistics, and supply chain sectors. He reveals the core factors driving deal-making and shares how companies can strategically utilize M&A to strengthen service gaps and achieve strategic upgrades. Gordon emphasizes that technological innovation, digital transformation, and sustainability are key drivers. He also shares the essential elements of successful M&A, highlighting the importance of strategic fit, cultural alignment, and a clear integration plan to maximize value creation and achieve long-term growth.

01/20/2026 Logistics Industry Insights
Read More
RXO Acquires Coyote Logistics Transforming North American Freight Brokerage

RXO Acquires Coyote Logistics Transforming North American Freight Brokerage

RXO's $1.025 billion acquisition of Coyote Logistics aims to expand its footprint in the North American freight brokerage market, positioning it as the third-largest provider. This move will significantly enhance RXO's capacity, customer base, and technological synergies. Simultaneously, UPS's sale of Coyote reflects a strategic shift, focusing on its core small package business. The transaction signals a reshaping of the market landscape and raises questions about future trends in the logistics industry. The deal highlights the ongoing consolidation and strategic realignments within the competitive freight brokerage sector.

01/21/2026 Logistics
Read More
East and Gulf Coast Ports Agree to Sixyear Labor Pact with Wage Increases

East and Gulf Coast Ports Agree to Sixyear Labor Pact with Wage Increases

The International Longshoremen's Association (ILA) and the United States Maritime Alliance (USMX) have reached a new six-year agreement covering 36 ports on the US East and Gulf Coasts. Key aspects include wage increases and guidelines for the implementation of automation technologies. The agreement aims to ensure supply chain stability, enhance port competitiveness, and promote harmonious labor relations. While offering opportunities for stable port development, the agreement also presents challenges related to the ongoing automation transformation within the industry. This deal is crucial for the future of maritime operations in the region.

01/20/2026 Logistics
Read More
Union Pacificnorfolk Southern Merger Draws Antitrust Safety Pushback

Union Pacificnorfolk Southern Merger Draws Antitrust Safety Pushback

The proposed $85 billion railroad merger faces controversy as labor unions express concerns about reduced competition, compromised safety, and potential job losses. Unions argue that the merger could weaken their bargaining power and negatively impact working conditions. However, the merging companies claim the deal will enhance efficiency and service, promising to maintain current employment levels. The unions remain skeptical, highlighting potential risks to safety standards and the overall quality of rail transportation. The debate centers on balancing economic benefits with the welfare of workers and the safety of the transportation system.

01/21/2026 Logistics Industry Insights
Read More
UPS Secures USPS Air Cargo Contract Altering Logistics Sector

UPS Secures USPS Air Cargo Contract Altering Logistics Sector

UPS has secured the USPS air cargo contract, signaling a reshaping of the logistics landscape. USPS's strategic shift to reduce air freight demand presents challenges for FedEx, which lost a major deal. Data analysis reveals intensified competition in e-commerce logistics, with market share battles driving innovation. The future of the logistics industry lies in innovation and collaboration, with data-driven decision-making becoming crucial. This contract win highlights the importance of adaptability and strategic partnerships in a rapidly evolving market, where data insights are key to maintaining a competitive edge.

01/21/2026 Logistics Industry Insights
Read More
Rail Merger Worth 85 Billion Hits Regulatory Delay

Rail Merger Worth 85 Billion Hits Regulatory Delay

The $85 billion merger between Union Pacific and Norfolk Southern has been delayed, sending shockwaves through the industry. Competitor BNSF has seized the opportunity to challenge the deal, while labor unions have also voiced concerns. This merger is not only crucial for the two railroad giants but will also profoundly impact the US rail transportation landscape and potentially reshape the national supply chain. The delay raises questions about regulatory hurdles and the potential for increased industry consolidation. The outcome will significantly affect shipping costs and efficiency across the country.

01/21/2026 Logistics Industry Insights
Read More
EU Prolongs UPSTNT Merger Review Over Antitrust Issues

EU Prolongs UPSTNT Merger Review Over Antitrust Issues

The EU has extended its review of UPS's acquisition of TNT Express, raising concerns about its impact on market competition. This merger aims to create a global logistics giant by leveraging complementary strengths to enhance competitiveness. However, antitrust issues, integration challenges, and the evolving global logistics landscape introduce uncertainty to the deal. The final outcome will have profound implications for UPS, TNT Express, and the entire logistics industry. The extension suggests regulators require more time to assess potential anti-competitive effects, potentially leading to remedies or even blocking the merger.

01/26/2026 Logistics
Read More
XPO Logistics Sells North American Truckload Unit to Refocus Strategy

XPO Logistics Sells North American Truckload Unit to Refocus Strategy

XPO Logistics sold its North American less-than-truckload (LTL) business to TransForce, aiming to repay debt, focus on core businesses, and optimize capital allocation. This strategic adjustment allows XPO to concentrate resources on more advantageous business areas. Simultaneously, TransForce expands its North American market share through the acquisition. The deal signifies a shift in strategy for both companies, with XPO streamlining operations and TransForce bolstering its presence in the LTL sector. The divestiture represents a key element in XPO's ongoing efforts to improve financial performance and enhance shareholder value.

01/28/2026 Logistics
Read More
CH Robinson Sells European Road Unit to Boost Sennder

CH Robinson Sells European Road Unit to Boost Sennder

C.H. Robinson's sale of its European road transport business to sennder marks a strategic shift, allowing it to focus on core competencies. The acquisition accelerates sennder's expansion in Europe and promotes the development of digital freight forwarding. This move also provides insights for Chinese logistics companies regarding digital transformation. The deal signifies a broader trend of consolidation and specialization within the logistics industry, driven by the need for efficiency and technological advancement. C.H. Robinson's decision highlights the importance of focusing on profitable segments and adapting to evolving market dynamics.

01/28/2026 Logistics
Read More
US Firms in China Balance Trade Strains Amid Growth Push

US Firms in China Balance Trade Strains Amid Growth Push

A US-China Business Council (USCBC) report indicates that while facing trade tensions and pandemic challenges, American companies in China remain confident in the Chinese market. 88% are positive about the Phase One trade deal, but the impact of tariffs is significant. Most companies have no plans to relocate, but supply chain restructuring is becoming a trend. The report calls for the US and China to build a stable economic and trade relationship to create a favorable environment for businesses. This includes addressing ongoing concerns and fostering greater predictability.

01/28/2026 Logistics Industry Insights
Read More