From the desk of Eric Heath, Bluejay Managing Director: When I wrote about second-quarter results in August, the question I kept hearing from owners was whether the freight cycle had actually turned. The public carriers answered it about as clearly...
From the desk of Reid Stack: Through September, we tracked more than 320 North American transportation and logistics transactions, roughly 14% ahead of last year’s pace, and the pace held in every quarter of the year. It held through a...
From the desk of Eric Heath Last month I wrote that the gap between what buyers were underwriting and what sellers could show had closed with the Q2 earnings season. In the four weeks since, the case has only gotten...
Bluejay Advisors is excited to announce the addition of Dallas Stauffer to the team as Vice President! Dallas joins Bluejay Advisors with over 15 years of M&A advisory and corporate finance experience. He brings deep middle-market transaction expertise, combining rigorous...
Bluejay Advisors’ 2H 2026 M&A Outlook Report explores the market trends influencing transportation and logistics businesses in the second half of 2026. Drawing on proprietary transaction data and industry research, the report examines the economic, freight, and M&A dynamics shaping today’s market....
The transportation and logistics market is entering a new phase of the cycle. While demand has yet to fully rebound, tightening capacity, improving pricing power, and sustained buyer activity are reshaping the M&A landscape. Bluejay Advisors’ 2H 2026 M&A Outlook Report explores...
From the desk of Eric Heath Last month, my colleague Reid Stack wrote in this space that public markets and private buyers were underwriting an earnings inflection that had not yet been reflected in most sellers’ reported results. One earnings...
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...
Bluejay Advisors’ June 2026 newsletter highlights that the transportation and logistics market recovery is being driven by supply-side contraction, capacity leaving through bankruptcies and tighter regulation, rather than demand growth, a trend their leadership discussed in features with both Transport...
For owners of transportation and logistics businesses who have been waiting for the right moment to consider a sale, the signals worth watching may not be the ones most commonly cited. In a newly published article in Transport Topics, Director...
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