Q3 2025 – Quarterly Market Recap
- M&A activity in the U.S. Transportation and Logistics sector has softened, with 131 closed transactions in the trailing twelve months ending Q3 2025, compared to 168 in 2024 and 170 in 2023. Global volume followed a similar trend, with 410 deals closed, down from 519 in 2024. Despite the slowdown, strategic buyers remain highly active and continue to drive most of the deal flow, signaling steady demand for quality assets as strategic buyers pursue add-on opportunities to grow capabilities or expand geographic reach.
- Geopolitical disruptions persisted through Q3 2025, with tensions in the Red Sea and the Strait of Hormuz continuing to impact global shipping routes. Despite these challenges, reciprocal trade agreements and easing interest rates supported steady trade flows and mitigated volatility in key markets.
Read Transportation & Logistics M&A Pulse Q3 2025 Full Report
