Bluejay Advisors’ July 2026 newsletter highlights that the freight recovery is now visible in pricing, with public markets and private buyers already underwriting an inflection that hasn’t yet reached most sellers’ reported earnings, a trend Managing Director Eric Heath discussed in a feature with Commercial Carrier Journal on what’s driving trucking M&A activity in the second half of the year.
On the M&A side, activity picked back up in June with 32 transactions, rebounding from May’s dip and landing just below April’s four-month high, with notable deals including C.H. Robinson’s acquisition of DeSpir Logistics Solutions, Fura’s acquisition of Logistics Solutions, and Quad-C’s growth investment in Armstrong Transport Group.
Read the full newsletter to learn more.
