The future of transport & logistics

Margins are under pressure. Driver shortages are squeezing operations. Fuel and regulatory costs keep climbing. Sustainability is no longer optional but essential for winning contracts. And yet, the market is full of growth opportunities. With a rapidly growing e-commerce market, demand for scalable solutions, and cutting-edge technology driving efficiencies, timing your next move could be the difference between thriving and falling behind.

Whether you’re focused on scaling, innovating, or preparing for succession, having the right partner and plan will make all the difference.

The state of the sector

Transport and logistics is the beating heart of the economy - it’s what keeps goods moving and shelves stocked. But it’s also at a crossroads, with owners feeling the pressures of change more than ever. The right strategies can unlock substantial value, but standing still isn’t an option.

Changes impacting our sector today:

• Cost pressures: Rising fuel volatility, soaring wage demands, and ongoing driver shortages. Recruitment is harder, costs are up, and margins are under constant strain.
• Regulation: Emission targets, stricter urban delivery rules, and increasing compliance demands, all requiring costly adaptation.
• Technology disruptions: From AI-powered route optimisation to vehicle telematics, choosing the right tech investment is critical—but integration with legacy systems still trips up many operators.
• Fragmented supply chains post-Brexit: Combined with e-commerce growth, these are reshaping infrastructure demands and creating pressure for flexibility.

Despite these hurdles, deals in the transport and logistics market are thriving. We see the shift: strategic buyers and private equity continue to pay premiums for scalable, tech-enabled operators, while sustainability-driven players remain highly attractive. Valuations for well-positioned businesses in our sector are not only holding firm—they’re often surpassing expectations.