Transportation deal values up as buyers seek specialization, scarcity
Key takeaways
- Transportation deal values up as buyers seek specialization, scarcity.
- “The next premium may not go to the biggest network.
- It noted specific buyer interest for providers that solve complex problems through AI and automation.
Transportation deal values up as buyers seek specialization, scarcity. The average deal size in the travel, transportation and logistics sector is up 321% since 2023. (Photo: Jim Allen/Freight Waves) Todd Maiden Thu, June 18, 2026 at 12:07 AM GMT+7 2 min read Even with geopolitical headwinds, transportation and logistics deal flow is improving, according to a mid-year report from consulting firm Pw C. Buyers are shifting away from the traditional strategy of bolting scale onto their existing networks. Instead, they are now prioritizing the acquisition of scarce technology assets and capabilities that are difficult to develop independently. An easing regulatory environment is also helping spur deal activity.
“The next premium may not go to the biggest network. It may go to the operator with the hardest-to-replicate capability,” the Wednesday report said.
It noted specific buyer interest for providers that solve complex problems through AI and automation. Companies that can help increase shipment counts without adding humans and equipment are most desirable. Temperature-controlled, healthcare, reverse logistics, dedicated truckload and cross-border infrastructure are some areas seeing acute interest.