Takeover Talk

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

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/

Against the odds: MSC’s Bolloré bid is complex – may leave CMA CGM exposed

MSC’s bid to purchase Bolloré’s African port business may transpire to be one of the largest single M&A moves in the transport and logistics sector – but it could also turn out to be hideously complex.
As DVZ’s editor-in-chief Sebastian Reimann noted in his commentary on the deal: “The many [African] acquisitions make it clear, however, that it is hardly possible to develop this promising, but also highly complex, market organically. …

The post Against the odds: MSC’s Bolloré bid is complex –...

https://theloadstar.com/against-the-odds-mscs-bollore-bid-is-complex-and-could-leave-cma-cgm-exposed/

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

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/

Market Insight: Pre-Christmas (M&A) supper with MSC, Mærsk & Bolloré

Hustle and bustle.
Welcome to the Forward Logistics Matrix age, the most exciting era in the most exciting sector – made up of several very complex subsets – in the world, where the next move in the M&A domino game will be totally detached from the mainstream/trade headlines.
And where subtle equilibrium-damaging forces in the supply chain, as we knew it, are at play.
Rewind 
You may recall our previous “Foaming liquid lunch – ‘MSC …

The post Market Insight: Pre-Christmas (M&A) supper with MSC,...

https://theloadstar.com/market-insight-pre-christmas-ma-supper-with-msc-maersk-bollore/

EXCLUSIVE Market Insight: UK’s EV Cargo ‘on the market’ – rumours swirl

A worthy reminder first, from 23 November 2018:
– Private equity investor EmergeVest announces the creation of EV Cargo
– Six EmergeVest-backed companies come together to form the new entity
– EV Cargo has annual revenues of £850 million and focuses on the intersection of logistics and technology
– Cargo-centric model delivers mission-critical supply chain services
– Business will manage supply chains for world’s leading brands
– Long-term strategy for investment, growth and acquisitions
Then a...

https://theloadstar.com/exclusive-market-insight-uks-ev-cargo-on-the-market-rumours-swirl/

Market Insight: DHL, DB Schenker, DSV, Mærsk & CMA CGM – rumour mill tour

It has been an eventful week so let’s kill it with a swift tour of the rumour mill on a sunny, happy Friday that couldn’t be sunnier and happier and colder down here.
First things first.
With Tobias Meyer named as the new Deutsche Post DHL Group CEO from May 2023, the reign of Frank Appel comes to...

https://theloadstar.com/market-insight-dhl-db-schenker-dsv-maersk-cma-cgm-rumour-mill-tour/

On the wires: CMA CGM’s $3bn Ingram Micro CLS buy – just a fallback?

“Acquiring US-based Ingram Micro CLS will accelerate our supply chain capabilities in contract logistics and eCommerce expertise. [It is a] Key catalyst for our subsidiary Ceva Logistics’ development in high-growth eCommerce segment, especially in US, European markets. Ceva Logistics [is set] to become the fourth-largest global contract logistics provider.” – CMA CGM announced on 8 December the acquisition, via a share and asset purchase agreement, of “most of” Ingram Micro Commerce …

The post On...

https://theloadstar.com/on-the-wires-cma-cgms-3bn-ingram-micro-cls-buy-just-a-fallback/

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

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/

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