Transactions

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....

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...

In our latest newsletter, Managing Director Eric Heath shares why the transportation and logistics market is at a turning point — and what that means for operators and deal activity heading into Q2. Bluejay also highlights its recent role as...

Transportation and logistics founders have faced a difficult cycle, with many delaying exits as freight conditions weakened. Now, M&A activity and valuations are rebounding ahead of a full recovery, signaling that buyers are moving earlier and underwriting future performance rather...

Bluejay Advisors, an investment bank focused exclusively on transportation and logistics M&A advisory, served as the exclusive sell-side advisor to SAFE Transportation Services, Inc. in its sale to Dynamic Connections, a portfolio company of Shore Capital Partners. Founded in 1987...