You are receiving this message because you've signed up for a newsletter, attended an event, or are a trusted business or community partner. If you no longer wish to be contacted, please update your preferences here to remove.
Bird's Eye View
From the desk of Reid Stack
At the midpoint of 2026, the freight recovery is finally visible in price. The more consequential signal is in valuation, where public markets and private buyers are already underwriting an inflection that has not yet reached most sellers' reported earnings.
The trucking M&A market appears poised for a more active second half of 2026.
As market conditions continue to evolve, buyers are increasingly focused on opportunities that offer strategic fit, network density, specialization, and long-term value creation. At the same time, founder-owned businesses and sponsor-backed companies are evaluating how improving market sentiment may impact transaction timing and positioning.
Bluejay Managing Director Eric Heath recently spoke with CCJ — Commercial Carrier Journal regarding what’s driving trucking M&A activity in the second half of 2026.
We are proud to announce the promotion of Tucker Mills to Vice President!
Since joining Bluejay, Tucker has consistently taken on greater responsibility and grown alongside the firm. Most notably, he has evolved from a high-performing executor into a broader deal and team leader. Tucker’s impact now extends well beyond his individual execution. He helps guide engagements, keep transaction teams aligned, develop junior bankers, and provide continuity across the many moving pieces of a process.
Transportation & Logistics M&A activity picked back up in June, with 32 transactions rebounding from May's dip and landing just below April's four-month high. The past three months have stayed within a similar range, suggesting the market isn't trending sharply in either direction.
Strategic acquirers continue to account for the largest share of deals this year, and technology/software has now edged ahead as the leading sub-sector year-to-date, narrowly outpacing 3PL/forwarding.
Recent T&L Transactions Across the Industry
Dive deep into the latest acquisitions transforming the North American transportation and logistics landscape. Our proprietary transaction database is designed to provide a more complete view of transportation and logistics transaction activity across the region. It offers free, up-to-date access to the previous month's merger, acquisition, and investment data that industry professionals won't want to miss.
Bluejay Offers a Full Spectrum of Strategic Financial Services.
Reach out to schedule a confidential, no-obligation call today if you'd like to discuss the current M&A market for businesses in your space. Whether you're considering selling your business or acquiring others, our experienced team is available to help identify and execute strategies to accomplish your M&A objectives.
SELL-SIDE | BUY-SIDE | VALUATION ASSESSMENT | VALUE DRIVER, RISK, AND POSITIONING ANALYSIS | GO-TO-MARKET PREPARATION REVIEW
