M&A radar Archives - Maritime Shipping News

M&A radar: MSC & Lufthansa go for legacy Alitalia – just sublime

25 January 2022

At The Loadstar Towers, we could barely contain our excitement yesterday when news broke that MSC Group and Lufthansa were going for ITA Airways, the ‘rejuvenated’ Alitalia (whatever is left of it), Italy’s flag carrier.
Which smells of sensational deal-making – strategic, too?
Uhmm
“Today MSC Group has expressed to the Italian Government its interest in acquiring a majority stake in ITA Airways,” the statement read, adding that Germanys’ Lufthansa, the “project’s industrial partner”, …

The...

https://theloadstar.com/ma-radar-msc-lufthansa-go-for-legacy-alitalia-just-sublime/

M&A radar: Rewind & forward – who’s next?

13 January 2022

It didn’t take long for the one firm topping the “M&A radar: Who’s next?“ podium, Agility GIL, to be taken over after our Premium coverage in March last year.
The rich $4.2bn DSV proposal came just about four weeks later, in fact.
In random order, feedback from (invaluable) sources, a bit of luck...

https://theloadstar.com/ma-radar-rewind-forward-whos-next/

M&A radar: The DSV value chase – between a rock and DB Schenker

10 January 2022

Top brass at DSV hasn’t wasted any time this year making absolutely clear, via the local press, that the Danish forwarder is open to deal-making once again. The sooner the better once the latest prey, Agility GIL, is fully integrated as early as H1 22.
That came just about a couple of weeks after compatriot AP Møller-Mærsk (APMM), smoothly yet publicly – while promoting its latest meaningful contract logistics deal – …

The post M&A radar: The DSV value chase – between a rock and DB Schenker...

https://theloadstar.com/ma-radar-the-dsv-value-chase-between-a-rock-and-db-schenker/

M&A radar: Mærsk spree… LF Logistics $3.6bn buy – ‘boisterous insanity’?

22 December 2021

On Monday, quickly sifting through the 99,999-plus-unread-emails in my inbox (screen grab below) I thought: the M&A binge outside logistics looks so good and widespread, anyway, that something must be fundamentally broken but we’ll soon have our ‘glory days’ in supply chain.

Ohhh, if grandma was still around.
Then
Tuesday came with the MSC/BAL asset-based €5.7bn announcement and today we were incredibly pleased to find out, given the M&A news flow, that …

The post M&A radar: Mærsk spree… LF...

https://theloadstar.com/ma-radar-maersk-spree-lf-logistics-3-6bn-buy-boisterous-insanity/

M&A radar: Bargain hunting with UPS Supply Chain Solutions

13 December 2021

Supermarkets in the UK attach little yellow discount stickers to products that are about to go out of date in a bid to earn something, anything, from the product before it has to be discarded.
I like to check the before and after prices to make sure the reductions really are good deals (often they...

https://theloadstar.com/ma-radar-bargain-hunting-with-ups-supply-chain-solutions/

M&A radar: Scan Global Logistics – the Senator parallel

6 December 2021

Run ambitiously with the aim of creating a logistics platform with fast inorganic growth, Denmark’s mid-sized 3PL Scan Global Logistics (SGL) has been long enough on our radar. But, as it relentlessly continues to integrate new targets and, crucially, with skilled human resources – it hasn’t been long enough for it to stop surprising.
The latest examples of its M&A-led strategy were Horizon of the UK and New Zealand’s Orbis, both …

The post M&A radar: Scan Global Logistics – the Senator parallel

https://theloadstar.com/ma-radar-scan-global-logistics-the-senator-parallel/

M&A radar: Base case – DSV Panalpina, the next target of DSV Panalpina

22 April 2021

Certain private exchanges ahead of what is arguably a defining week for the staggering stock market tale of DSV Panalpina (DSV PAN) are priceless.
What’s at stake
Play up expectations again when the interims come out next Tuesday, without acting promptly (February 10: this should ring a bell), and shareholder value is at risk.
Try to convince the rest of the T&L world and investors that you know how to play the organic …

The post M&A radar: Base case – DSV Panalpina, the next target of DSV...

https://theloadstar.com/ma-radar-base-case-dsv-panalpina-the-next-target-of-dsv-panalpina/

M&A radar: Adani’s Indian empire swells as trouble looms abroad

8 April 2021

It has been an avalanche of M&A – in the fullest sense of the term – for listed Indian port operator Adani Ports & Special Economic Zones (APSEZ, to give it its full name) in recent months.
It may have gone largely unnoticed outside India, but amongst traders at the Bombay Stock Exchange, where it...

https://theloadstar.com/ma-radar-adanis-indian-empire-swells-as-trouble-looms-abroad/

M&A radar: Anybody up for Wagers in Flexport?

7 April 2021

It almost passed unnoticed outside logistics and arguably didn’t come with a big bang publicly in our industry given Flexport’s own standards, but last week’s appointment of Kenneth Wagers as new CFO of the freight forwarder is intriguing, for several reasons.
While the deal-makers I reached out to remain stubbornly tight-lipped – feedback: swinging between “call later” and “don’t call”; possibly nothing is cooking yet – a blend of factual and mildly …

The post M&A radar: Anybody up for Wagers...

https://theloadstar.com/ma-radar-anybody-up-for-wagers-in-flexport/

M&A radar: major private equity deals in logistics? Don’t hold your breath

6 April 2021

One side of the “private equity story + logistics appetite” is here, in a well-written post published last week by The Loadstar – and headed: “Why private equity is into logistics, and here to stay“.
Another less conventional angle, however, in what isn’t a formal rebuttal of the much-appreciated coverage by a special guest from the private equity (PE) world is rather that private equity occasionally flirts with logistics, and when the …

The post M&A radar: major private equity deals in...

https://theloadstar.com/ma-radar-major-private-equity-deals-in-logistics-dont-hold-your-breath/

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