M&A radar

M&A radar: Rumoured JAS Worldwide sale tests M&A pulse

It could be just a really wild, unofficial mid-summer rumour but, in what may resemble a tale with a happy ending for the Italians*, the possibility that JAS Worldwide is up for sale may not be as far-fetched as we thought in the first instance.
(*My sudden reaction: I almost fell off my chair hearing the latest chatter, although the heavy-long-dry gin and tonic I sipped in the afternoon probably compounded the excitement.)
Mind you, the …

The post M&A radar: Rumoured JAS Worldwide sale tests...

https://theloadstar.com/ma-radar-rumoured-jas-worldwide-sale-tests-ma-pulse/

M&A radar: Grab some popcorn with Mainfreight in Asia

From afar, New Zealand has always seemed like an almost mythically attractive place.
Lush, prosperous and tolerant, it has none of the alarming wildlife common to its northern neighbour, and appears to outsiders to be very competently run, not least during the Covid-19 crisis.
Little surprise, then, that it is also home to a play-it-safe logistics company – Mainfreight – which, on the face of things, smartly outperforms the global industry and …

The post M&A radar: Grab some popcorn with...

https://theloadstar.com/ma-radar-grab-some-popcorn-with-mainfreight-in-asia/

M&A radar: Agility in creative EV deal, bets on third-party (non-logistics) M&A

Stretching brains: ever heard of reverse captive financing – or just captive financing in all its possibly vast and wider applications – with a twist where deeper commercial and capital ties are on offer?
Here comes a rather interesting development, posted by 3PL Agility – in its typically essential communication style – on its website on Sunday, 28 June. So far it seems to have slipped through the trade media net in …

The post M&A radar: Agility in creative EV deal, bets on third-party...

https://theloadstar.com/ma-radar-agility-in-creative-ev-deal-bets-on-third-party-non-logistics-ma/

M&A radar: JAS Worldwide readying a deal – SEKO the obvious one?

“These days we have to take every piece of info with a pinch of salt,” Mr Blue warned me.
Background

US-based SEKO Global Logistics Network, LLC (aka SEKO) is a rather interesting corporate story propelled by private equity, because in itself it represents one of those hated (a lot) or loved (not much) business models in the trade for so many in T&L asset-light circles.

Almost exactly a year ago, soon after I …

The post M&A radar: JAS Worldwide readying a deal – SEKO the obvious one? appeared...

https://theloadstar.com/ma-radar-jas-worldwide-readying-a-deal-seko-the-obvious-one/

M&A radar: Dancing in the dark with Geodis, Hellmann & Röhlig

“You can’t start a fire – You can’t start a fire without a spark – This gun’s for hire – Even if we’re just dancin’ in the dark.” – Bruce Springsteen, 1984. 
The M&A trigger. When the talk gets really serious in my circles and the blind lead the blind, three names with completely different DNA, let alone size, often come up: France’s Geodis as well as Hellmann Worldwide Logistics and Röhlig Logistics both out …

The post M&A radar: Dancing in the dark with Geodis, Hellmann & Röhlig appeared first...

https://theloadstar.com/ma-radar-dancing-in-the-dark-with-geodis-hellmann-rohlig/

M&A radar: The birth of a German super-stevedore – more takeover than merger

Hamburg’s major container terminal operator HHLA announced at the end of May that it had entered into strategic talks with its German peers, Eurokai and BLG International.
In this type of situation, all outcomes are possible but should we eagerly prepare for a three-way merger now? While some already put that question forward, here is our answer.
Statement
“Hamburger Hafen und Logistik AG (HHLA), Eurokai GmbH & Co. KGaA and BLG Logistics Group …

The post M&A radar: The birth of a German...

https://theloadstar.com/ma-radar-the-birth-of-a-german-super-stevedore-more-takeover-than-merger/

M&A radar: Hapag-Lloyd – Nothing to see here?

There are many forms of manipulation in the capital markets, either self-induced or not. And, in some cases, it can end up being a partial oversight on the regulators’ part, particularly when certain situations are protracted in time.
The watchdog seldom boasts even a fraction of the resources that smart money has, let alone the creativity.
So here is a short but timely rant covering all these aspects, which drove me to …

The post M&A radar: Hapag-Lloyd – Nothing to see here? appeared first on Th...

https://theloadstar.com/ma-radar-hapag-lloyd-nothing-to-see-here/

M&A radar: German regulator stirs as Hapag sheds €17bn in a fortnight

You probably remember the nice little chart below posted by Alphaliner last week, where the research house pointed out that Germany’s Hapag-Lloyd was worth as much as several of the world’s ocean container shipping companies combined.
Throw it away.
Oh dear
As I told somebody on the day that chart was published, Hapag had already lost about €6bn of value.
Believe it or not, its stock – at one point earlier this month trading …

The post M&A radar: German regulator stirs as Hapag sheds €17bn in a...

https://theloadstar.com/ma-radar-german-regulator-stirs-as-hapag-sheds-e17bn-in-a-fortnight/

M&A radar: Toll is the new UTi for DSV – still not interested, Mr Andersen?

Many have argued in the past year and even more so recently, that if DSV had known then what it knows now about the books at Panalpina (PAN) – due diligence was somewhat scant, as DSV fairly conceded in the early days of the integration – it would have probably looked elsewhere, anywhere, in order to strike a multi-billion dollar deal.
With all its contradictions and a bloated cost base, the …

The post M&A radar: Toll is the new UTi for DSV – still not interested, Mr Andersen? appeared first on T...

https://theloadstar.com/ma-radar-toll-is-the-new-uti-for-dsv-still-not-interested-mr-andersen/

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