《Harris Williams：2024年下半年供應鏈與物流科技行業簡報（英文版）（20頁）.pdf》由會員分享，可在線閱讀，更多相關《Harris Williams：2024年下半年供應鏈與物流科技行業簡報（英文版）（20頁）.pdf（20頁珍藏版）》請在三個皮匠報告上搜索。

1、Supply Chain&Logistics Technology Sector Brief2H 2024Supply Chain&Logistics Technology Sector Brief 2H 2024There is a confluence of factors driving investment and technological innovation across the broader supply chain and logistics technology landscape.Key Sector Observations and Macro Trends2Supp

2、ly Chain Agility and Resilience is Becoming a Strategic ImperativePandemics,natural disasters,workforce shortages,and other supply chain shocks are magnifying blind spots in global supply chains.In response,organizations are investing in technology that enables them to anticipate and respond faster

3、to sudden changes in supply and demand(e.g.,shift from in-store to e-commerce,diversification away from single-sourced supply chains,near-shoring,and supplier compliance).Increasingly Complex and Interconnected Global Supply Chain NetworksOrganizations are seeking to break down silos and reduce supp

4、ly chain complexity by integrating planning,procurement,warehousing,and logistics processes into their day-to-day operations.Software solutions that enable organizations to better collaborate with their trading partners and provide greater transparency into each node of the supply chain are in high

5、demand.Constantly Evolving Global Trade EnvironmentOrganizations with global supply chains are adopting solutions to help them better navigate an increasingly complex trade environment to ensure regulatory compliance and reduce operational risk.Heightened geopolitical tension and nationalistic trade

6、 policies are adding complexity and disrupting traditional supply chain networks.Heightened Focus on Achieving End-to-End Supply Chain VisibilityRapid development of new technologies is enabling organizations to cleanse,enrich,and analyze data from multiple sources to achieve greater visibility into

7、 each node of the supply chain.As organizations focus on bolstering their business continuity planning,risk mitigation,and cybersecurity capabilities,investment in supply chain visibility solutions is accelerating.Creating More Sustainable Supply ChainsCreating a more sustainable supply chain requir

8、es widespread technology adoption to ensure that standards are met and upheld throughout each phase.The increased utilization of vendor and supply chain risk management solutions is helping organizations better measure,analyze,and report on key ESG metrics to a broadening group of stakeholders.Conti

9、nued Expansion of e-commerce and Omnichannel RetailingThe expansion of e-commerce has created greater demand for just-in-time delivery,which puts pressure on suppliers to deliver products quickly and efficiently.Successful e-commerce strategies are creating more scalable operating models by enabling

10、 organizations to streamline data exchange,lower operating costs,increase accuracy,and improve customer experience.Automation and AI Unlocking Opportunities in Warehouse OperationsOrganizations are under mounting pressure to adapt their business practices to better address changes in demand,labor sh

11、ortages,production shutdowns,and delayed transit times.To maximize efficiency in warehouses,organizations are investing in automation and artificial intelligence in areas such as robotics,warehouse and yard management,IoT,and e-commerce fulfillment.Supply Chain&Logistics Technology Sector Brief 2H 2

12、024What Were Reading3Retail companies are scrambling to avoid a repeat of last years supply chain headaches.Deals like Ingka Groups acquisition of a warehouse management software company are just the start at improving supply chain efficiency.Access All Harris Williams Insights HereSupply Chain Mana

13、gement ReviewAI and ML are transforming supply chain management by enhancing efficiency,reducing costs,and improving forecasting across inventory and logistics.Despite implementation challenges,early adopters report significant benefits,and future AI developments are very promising.Read the full art

14、icle here.Enhancing Operational Intelligence in Supply Chain Management Through AI/MLSupply Chain Tech M&A is Just Getting Started in RetailForbesPurpose-built,AI-powered intelligent applications are revolutionizing supply chain management by enhancing data processing,optimizing operations,and foste

15、ring collaborations across organizations and their suppliers.Read the full article here.The Future of Supply Chain Technology:A Shift Toward Intelligent SystemsThe Wall Street JournalThe experiences during the pandemic,along with changes in geopolitics,are leading to broader and long-lasting changes

16、 in how companies manage the flow of goods,from the sourcing of raw materials to manufacturing and distribution.Read the full article here.Heres How Supply Chains Are Being Reshaped for a New Era of Global TradeSeveral macro trends are contributing to growing demand for supply chain technology,from

17、rising international trade and e-commerce volumes to increasing tech adoption across end markets.Supply Chain Tech:Creating Opportunities in a Complex Global Trade EnvironmentStaxThe supply chain management software market is transforming to meet growing demand for cloud-based,AI-powered solutions t

18、hat enhance visibility,agility,and sustainability across increasingly complex global supply chains.Read the full article here.Adapting to Changing Customer and Vendor Dynamics in Supply Chain Management SoftwareLink to Harris Williams Supply Chain Insights here.Read the full Mergers&Acquisitions art

19、icle here.Supply Chain&Logistics Technology Sector Brief 2H 2024Notable acquisitions and financings across the broader supply chain and logistics technology sector.Select Recent Sector Transaction Activity4TargetPendingPurchase Price Not DisclosedJaggaer is a provider of integrated direct and indire

20、ct enterprise procurement and supplier collaboration software serving 1,400 customers across 55+countries.The acquisition will give Jaggaer an experienced investor to help guide the Company through its next stage of growth and act on its vision for the future of AI-powered spend management.Jaggaer t

21、o be Acquired by Vista Equity PartnersBuyerTargetApril 2,2024Purchase Price Not DisclosedAvetta offers a global supply chain risk management network that manages safety,sustainability,worker competency,and performance across a broad spectrum of industries.Post acquisition,EQT will help Avetta drive

22、continued growth through product innovation,M&A,and human capital investments.Avetta is Acquired by EQT Private EquityInvestorTargetMarch 29,2024$839MOne Network offers a cloud-based multi-enterprise network and comprehensive supply chain planning,execution,and payment solutions.Post acquisition,cus

23、tomers will benefit from a holistic portfolio of integrated solutions that provide real-time,multi-enterprise optimization,orchestration,and collaboration across their supply chain networks.One Network Enterprises is Acquired by Blue YonderBuyerJuly 23,2024HW ConfidentialConData is a provider of tec

24、hnology-enabled freight post-audit,spend management,and analytics solutions.Astira will support ConDatas ongoing investment in technology and human capital,enabling them to deliver deeper data-driven insights to their clients and more effectively manage complex workflows.ConData Global is Acquired b

25、y Astira Capital PartnersTargetInvestorTargetApril 4,2024HW ConfidentialNalanda is a provider of supply chain risk and compliance management software serving over 1,000 contractors and 45,000 subcontractors across 10 countries in Europe and Latin America.The acquisition of Nalanda will strengthen On

26、ce For Alls Latin and European presence while simultaneously bolstering their product suite.Nalanda Global is Acquired by Once For AllBuyerTargetPendingPurchase Price Not DisclosedMercuryGate is a provider of transportation management solutions designed to utilize automation and data to streamline a

27、nd centralize freight transportation management.The acquisition will establish a critical pillar of Krbers ambition to create a unified supply chain execution suite that can offer real-time optimization and collaboration across the supply chain.MercuryGate to be Acquired by KrberBuyerSupply Chain&Lo

28、gistics Technology Sector Brief 2H 2024(40%)(20%)-20%40%60%80%(100%)(50%)-50%100%150%200%Indexed Stock Price Performance for the Period July 2023 July 2024Indexed Stock Price Performance for the Period July 2019 July 2024+22%+20%+64%+66%+85%+184%(1%)Supply Chain&Logistics SoftwareS&P 500Logistics Se

29、rvicesFleet Management&TelematicsPublic Company Trended Stock Performance5Source:S&P Capital IQNote:As of July 31,2024Public Company Stock Performance Last 12 MonthsPublic Company Stock Performance Last 5 YearsSupply Chain&Logistics SoftwareLogistics Services+34%Fleet Management&TelematicsSupply Cha

30、in&Logistics Technology Sector Brief 2H 202426.3x 9.9x 12.2x 11.3x 2.5x 1.6x 31.2%23.8%10.5%12.7%6.8%4.9%38.8x18.4x13.3x12.8x2.6x1.6x31.3%22.8%10.6%Public Company Operating and Valuation Metrics6Source:S&P Capital IQNote:As of July 31,2024Median EV/CY 2024E RevenueMedian EV/CY 2025P RevenueMedian EV

31、/CY 2024E EBITDAMedian EV/CY 2025P EBITDACY 2024E Revenue GrowthCY 2025P Revenue GrowthCY 2024E EBITDA MarginCY 2025P EBITDA Margin12.9%(0.3%)3.6%Supply Chain&Logistics SoftwareLogistics ServicesFleet Management&TelematicsPublic Company Operating MetricsPublic Company Valuation MetricsSupply Chain&L

32、ogistics Technology Sector Brief 2H 2024Sector IncumbentsSupply Chain&Logistics Technology Landscape 7End-to-EndRFID,Labels,BaresTo view full market map,please contact: Transport&DeliverWarehouse&AutomateCoordinate&Comply Manage&FulfillAudit&PayOptimizeSales and Operations PlanningProcurement&Spend

33、ManagementEDI/B2B ConnectivityGlobal Trade ManagementSupply Chain Risk ManagementWarehouse Management SystemsWarehouse AutomationYard ManagementE-commerce Order&Inventory ManagementTech-enabled E-commerce FulfillmentTransportation ManagementDigital IntermediariesFreight AuditFleet Mgmt./TelematicsDi

34、gital Load BoardsPayment AutomationVisibilitySupply Chain FinanceData&InsightsDiversified PlatformsFreight ForwardingPlan&SourceBarcodes/LabelingSupply Chain&Logistics Technology Sector Brief 2H 2024Emerging PlayersSupply Chain&Logistics Technology Landscape8Digital Load BoardsTo view full market ma

35、p,please contact: Transport&DeliverWarehouse&AutomateCoordinate&Comply Manage&FulfillOptimizeSales and Operations PlanningProcurement&Spend ManagementEDI/B2B ConnectivityGlobal Trade ManagementSupply Chain Risk ManagementWarehouse Management SystemsWarehouse AutomationYard ManagementE-commerce Order

36、&Inventory ManagementTech-enabled E-commerce FulfillmentTransportation ManagementDigital IntermediariesFreight Audit&PaymentFleet Mgmt./TelematicsDigital Load BoardsPayment AutomationSupply Chain FinanceData&InsightsFreight ForwardingPlan&SourceCustoms ComplianceDrayageReverse LogisticsVisibilityAud

37、it&PaySupply Chain&Logistics Technology Sector Brief 2H 2024Vertical Market LeadersSupply Chain&Logistics Technology Landscape9To view full market map,please contact: Transportation&TruckingHealthcare&Life SciencesIndustrial&ManufacturingRetail,CPG,&E-commerceConstructionCommercial MaritimeFood&Beve

38、rageSupply Chain&Logistics Technology Sector Brief 2H 2024Recent Harris Williams Sector Experience10Nalanda is a leading provider of supply chain risk and compliance management software serving over 1,000 contractors and 45,000 subcontractors across 10 countries in Europe and Latin America.Company B

39、ackgroundRelevant SubsectorsHarris Williams Advises NalandaThis transaction delivered a successful outcome for Nalanda and its financial sponsor,PSG,who will also reinvest a portion of their equity into the combined entity.This strategic acquisition will expand Once For Alls presence in the Latin Am

40、erican and Spanish markets.Successful OutcomeHarris Williams RoleHarris Williams served as the lead financial advisor to Nalanda,a portfolio company of PSG,in this transaction.Freight Audit&PaymentConData Global is a leading provider of freight post-audit,transportation spend management,and analytic

41、s solutions,serving shippers across all modes of transportation.Company BackgroundRelevant SubsectorsHarris Williams Advises ConData GlobalThis transaction represents Astiras first investment in their inaugural fund.Astiras operational expertise and industry knowledge will support ConDatas ongoing i

42、nvestment in technology and human capital,enabling them to deliver deeper data-driven insights to their clients and more effectively manage complex workflows.Successful OutcomeHarris Williams RoleHarris Williams served as the exclusive financial advisor to ConData Global,a portfolio company of NextG

43、en Growth Partners,in this transaction.Spend ManagementSupplier ManagementSupply Chain Risk ManagementSupply Chain&Logistics Technology Sector Brief 2H 2024Recent Harris Williams Sector Experience(contd)11IntegriChain is a provider of pharmaceutical technology,data,consulting,and outsourcing solutio

44、ns designed to improve how life sciences products reach customers.Company BackgroundRelevant SubsectorsThe transaction delivered a successful outcome for IntegriChains management team,the founders,and AKKR.In partnership with Nordic Capital,IntegriChain is well positioned to extend their position as

45、 a leading platform for pharma manufacturers streamlining their ability to bring science to market.Successful OutcomeHarris Williams RoleHarris Williams served as a financial advisor to IntegriChain,a portfolio company of AKKR,in this transaction.Transportation ManagementEverDriven is a digital plat

46、form that enables K-12 school districts to offer safe,reliable,and cost-effective transportation solutions to their student populations with the most complex needs.Company BackgroundRelevant SubsectorsThe transaction delivered a successful outcome for EverDrivens management team,board members,and Pa

47、lladium Equity Partners.This investment will further enhance EverDrivens ability to offer best-in-class student transportation solutions while enabling it to scale faster nationwide and expand into adjacent market segments.Successful OutcomeHarris Williams RoleHarris Williams served as the lead fina

48、ncial advisor to EverDriven,a portfolio company of Palladium Equity Partners,in this transaction.Risk Management&ComplianceHarris Williams Advises IntegriChainHarris Williams Advises EverDrivenPharma Supply ChainSupply Chain ManagementSupply Chain&Logistics Technology Sector Brief 2H 2024Recent Harr

49、is Williams Sector Experience(contd)12Freight ForwardingCustoms ComplianceMagaya is a provider of supply chain automation,freight management,and warehouse management software for freight forwarders,customs brokers,and other international logistics providers.Company BackgroundRelevant SubsectorsThe t

50、ransaction delivered a successful outcome for Magayas management team,the founders,and LLR.The investment pairs two leading growth investors with deep expertise in supply chain technology to further support Magayas organic and inorganic growth initiatives.Successful OutcomeHarris Williams RoleHarris

51、 Williams served as the exclusive financial advisor to Magaya,a portfolio company of LLR,in this transaction.Warehouse Management SystemsWarehouse Management SystemsTransportation ManagementMade4net is a provider of cloud-based warehouse management and end-to-end supply chain execution software serv

52、ing a diverse set of large enterprises globally.Company BackgroundRelevant SubsectorsThe transaction delivered a successful outcome for Made4nets management team,the founders,and Thompson Street Capital Partners.Ingka,a holding company of IKEA,plans to implement Made4nets full suite of solutions int

53、o all their warehouse and retail operations,globally,while supporting Made4nets external growth initiatives in North America and other strategic regions.Successful OutcomeHarris Williams RoleHarris Williams served as the exclusive financial advisor to Made4net,a portfolio company of Thompson Street,

54、in this transaction.Supply Chain PlanningSuccessful OutcomeSuccessful OutcomeHarris Williams Advises MagayaHarris Williams Advises Made4netSupply Chain&Logistics Technology Sector Brief 2H 2024Notable Harris Williams Supply Chain&Logistics Technology Sector TransactionsRelevant Sector Expertise13Sup

55、ply Chain&Logistics Technology Sector Brief 2H 2024GLOBAL INVESTMENT BANKLearn more about our experience in the space.Additional ContactsThierry MonjauzeManaging Director,Co-Head of T+44 20 7518 8901Jeff KiddManaging DirectorTransportation&L(804)915-0178Gunnar ShawVice PresidentT(415)217-3441Andy Le

56、ed Managing DirectorT(415)217-3420Jason BassManaging DirectorTransportation&L(804)915-0132Our Technology Group and Transportation&Logistics Group collaborate to advise leading supply chain and logistics(SC&L)technology companies worldwide.Erik SzyndlarManaging DirectorT(415)217-341814Ryan CostaDirec

57、torT(617)654-2120Sylvain NobletDirectorT+44 20 7518 8917Supply Chain&Logistics Technology Sector Brief 2H 2024Harris Williams is a global investment bank specializing in M&A and private capital advisory services.Clients worldwide rely on us to help unlock value in their business and turn ambitious g

58、oals into reality.We approach every engagement with boundless collaboration,pooling expertise and relationships across industries,service offerings,and geographies.G L O B A L I N V E S T M E N T B A N KProven ExpertiseCore Values That Drive SuccessDeep Industry ExperienceAerospace,Defense&Governmen

59、t ServicesBusiness ServicesConsumerEnergy,Power&InfrastructureTransportation&LogisticsTechnologyIndustrialsHealthcare&Life SciencesM E R G E R S&A C Q U I S I T I O N SP R I M A R Y F U N D P L A C E M E N TP R I V A T E C A P I T A L S O L U T I O N SRevenue from repeat clients75%Managing Directors

60、 promoted from within87%Year history30+15Boston|Chicago|Cleveland|Frankfurt|London|Minneapolis|New York|Richmond|San Francisco|Washington,D.C.Supply Chain&Logistics Technology Sector Brief 2H 2024 16Disclosures and DisclaimersHarris Williams LLC is a registered broker-dealer and member of FINRA and

61、SIPC.Harris Williams&Co.Ltd is a private limited company incorporated under English law with its registered office at 13th floor,One Angel Court,London EC2R 7HJ,UK,registered with the Registrar of Companies for England and Wales(registration number 07078852).Harris Williams&Co.Ltd is authorized and

62、regulated by the Financial Conduct Authority,number 5408952.Harris Williams Private Capital Advisory Ltd.is an Appointed Representative of Sturgeon Ventures,LLP,which is authorised and regulated by the Financial Conduct Authority number 452811.Harris Williams&Co.Corporate Finance Advisors GmbH is re

63、gistered in the commercial register of the local court of Frankfurt am Main,Germany,under HRB 107540.The registered address is Bockenheimer Landstrasse 33-35,60325 Frankfurt am Main,Germany(email address:).Geschftsfhrer/Director:Paul Poggi,VAT No.DE321666994.Harris Williams is a trade name under whi

64、ch Harris Williams LLC,Harris Williams&Co.Ltd and Harris Williams&Co.Corporate Finance Advisors GmbH conduct business.HW is an affiliate of The PNC Financial Services Group,Inc.,which,together with its subsidiaries and affiliates and their agents(collectively,“PNC”),engages in a broad range of busin

65、esses.PNC may have had,and may currently or in the future have,business with or ownership in the Company and its related persons,potential parties to the proposed transaction and their related persons,or their competitors,customers or suppliers.When HW is engaged to provide adviser services in a tra

66、nsaction,HW is acting only for its client in connection with the proposed transaction.The distribution of this document in certain jurisdictions may be restricted by law,and accordingly,recipients of this document represent that they are able to receive this document without contravention of any reg

67、istration requirement or other legal restrictions in the jurisdictions in which they reside or in which they conduct business.This document does not contain all the information needed to assess any transaction.You must conduct your own investigations and analyses.HW does not provide accounting,tax,i

68、nvestment,regulatory or legal advice to anyone.This document is for discussion purposes only and is not a recommendation,offer or solicitation for the purchase or sale of any security or an invitation or inducement to engage in any transaction or investment activity.HW obtained the information in th

69、is document from Company and/or thirdparty sources.HW has not independently verified such information and no obligation is undertaken to provide updated or additional information.No representation or warranty,expressed or implied,is made in relation to the fairness,accuracy,correctness or completene

70、ss of the information,opinions or conclusions expressed herein.All forwardlooking statements herein involve assumptions and elements of subjective judgment and analysis and are not facts.Nothing in this document guarantees future results or performance.This document is only being distributed to,and

71、only made available to,and directed at:(a)persons who are outside the United Kingdom;(b)persons in the United Kingdom who have professional experience in matters relating to investments falling within Article 19(5)of the UK Financial Services and Markets Act 2000(Financial Promotion)Order 2005,as am

72、ended(the“Order”);(c)high net worth entities and other persons to whom it may otherwise lawfully be communicated falling within Article 49(2)(a)and(d)of the Order;or(d)any other person to whom this document may otherwise lawfully be communicated or caused to be communicated(all such persons in(b)to(

73、d)together being referred to as“Relevant Persons”).This document must not be acted on or relied on by persons who are not Relevant Persons.In the UK,any investment or investment activity to which this document relates is only available to,and will be engaged with,relevant persons.AppendixSupply Chai

74、n&Logistics Technology Sector Brief 2H 2024Public Market Operational and Valuation Metrics18Source:S&P Capital IQNote:As of July 31,2024As of July 31,2024$in MillionsMarketEnterprise%of 52-WeekRevenue GrowthEBITDA MarginEnterprise Value/RevenueEnterprise Value/EBITDAFor ChartsCompanyCapitalizationVa

75、lueHighCY2024CY2025CY2024CY2025CY2024CY2025CY2024CY2025Supply Chain Management SoftwareSamsara Inc.$21,085$20,58490.5%32.1%25.6%4.6%8.9%17.0 x13.5xNMNMWiseTech Global Limited20,588 20,645 93.4%28.2%24.4%47.9%50.5%26.5x21.3x55.3x42.1xManhattan Associates,Inc.15,641 15,489 95.7%13.8%11.0%32.7%31.7%14.

76、9x13.4x45.5x42.3xThe Descartes Systems Group Inc.8,680 8,449 98.0%12.1%11.2%44.3%45.1%13.2x11.9x29.8x26.3xSPS Commerce,Inc.7,991 7,732 98.5%16.9%14.6%29.8%30.7%12.4x10.8x41.5x35.1xKinaxis Inc.3,470 3,221 96.9%14.2%20.0%18.8%21.9%6.6x5.5x35.0 x25.1xE2open Parent Holdings,Inc.1,438 2,448 90.6%(2.1%)5.

77、1%34.5%34.9%3.9x3.7x11.3x10.7xTecsys Inc.429 404 97.8%8.4%11.1%7.9%10.6%3.1x2.8x38.8x26.1xAmerican Software,Inc.364 280 87.0%(5.9%)6.7%13.5%15.9%2.7x2.6x20.1x16.1xReposiTrak,Inc.348 324 97.4%9.9%14.2%33.9%36.9%15.0 x13.1x44.1x35.5xMedian$5,731$5,47696.3%12.9%12.7%31.3%31.2%12.8x11.3x38.8x26.3xLogist

78、ics&Fleet TechnologyGarmin Ltd.$32,893$30,76995.3%15.7%6.8%22.8%23.7%5.1x4.8x22.5x20.3xTrimble Inc.13,319 16,210 83.2%(4.0%)4.0%26.6%27.0%4.5x4.3x16.8x16.0 xVontier Corporation6,057 7,956 86.0%(0.3%)4.8%23.8%24.8%2.6x2.5x10.8x9.9xTomTom N.V.672 446 64.1%(1.9%)7.1%3.6%7.5%0.7x0.7x20.1x8.9xPowerFleet,

79、Inc.481 570 79.9%114.3%11.0%15.8%23.8%2.0 x1.8xNM7.6xMedian$6,057$7,95683.2%(0.3%)6.8%22.8%23.8%2.6x2.5x18.4x9.9xLogistics ServicesDSV A/S$38,086$43,50192.9%3.7%3.5%14.2%14.5%1.9x1.8x13.5x12.7xKuehne+Nagel International AG36,636 38,411 90.3%(0.6%)2.0%10.8%10.6%1.4x1.4x13.0 x13.0 xExpeditors Internat

80、ional of Washington,Inc.17,631 16,828 95.2%(2.3%)4.7%10.4%10.4%1.8x1.8x17.7x16.9xBrambles Limited14,144 16,885 95.8%5.1%5.1%34.5%34.9%2.5x2.4x7.2x6.8xXPO,Inc.13,365 17,268 88.0%6.3%7.4%15.2%16.7%2.1x2.0 x13.8x11.7xC.H.Robinson Worldwide,Inc.10,427 12,391 88.7%1.3%4.7%3.9%4.2%0.7x0.7x17.6x15.5xGXO Lo

81、gistics,Inc.6,686 10,366 84.4%16.0%9.9%7.2%7.4%0.9x0.8x12.8x11.2xHub Group,Inc.2,915 3,277 98.3%3.5%8.2%7.9%8.6%0.8x0.7x9.5x8.1xMedian$13,755$16,85791.6%3.6%4.9%10.6%10.5%1.6x1.6x13.3x12.2xTotal Comp Set Median$8,680$10,36692.9%6.3%7.4%15.8%21.9%2.7x2.6x17.7x15.8xSupply Chain&Logistics Technology Se

82、ctor Brief 2H 2024DateTargetBuyer/LeadSubsectorDeal Size($M)Description7/23/2024Freight Audit&PaymentHW ConfidentialProvider of freight post-audit,spend management,and analytics solutions.7/22/2024Fleet ManagementUndisclosedProvider of a heavy-duty repair shop management platform that automates the

83、operations of heavy-duty repair shops and internal fleet maintenance departments.7/11/2024Transportation ManagementUndisclosedProvider of trucking software solutions for large-scale grocery distribution.7/1/2024ProcurementUndisclosedProvider of e-invoicing and procurement software primarily serving

84、the Nordics and continental Europe.6/26/2024Fleet Management$40(Amt.Raised)Provider of a shipping platform designed to mitigate risk to freight fleets.6/25/2024E-commerce Enablement$30(Amt.Raised)Provider of a third-party logistics operations platform enabling e-commerce merchants to streamline ship

85、ping processes.5/23/2024Several InvestorsMaritime$23(Amt.Raised)Provider of a maritime collision avoidance system.5/21/2024Supply Chain PlanningUndisclosedProvider of inventory management,planning,and visibility software serving the aftermarket services supply chain market.4/22/2024Fleet ManagementU

86、ndisclosedProvider of aerospace software focused on airline fleet management,RFID tracking,and airline security.4/9/2024Fleet Management$125(Amt.Raised)Provider of fleet management software that delivers telematics,compliance solutions,and driver efficiency solutions.4/4/2024Supply Chain RiskHW Conf

87、identialProvider of supply chain risk and compliance management software that facilitates document sharing between suppliers and subcontractors.4/2/2024Supply Chain RiskUndisclosedProvider of SaaS-based contractor risk management software and vendor management solutions.3/29/2024Comprehensive SCM$83

88、9Provider of end-to-end supply chain planning software powered by artificial intelligence with planning and execution capabilities.3/28/2024Global Trade Mgmt.$90Provider of export compliance and controlled commodities solutions.3/15/2024Fleet Management$18(Amt.Raised)Provider of fleet software desig

89、ned to optimize fuel efficiency.3/13/2024DrayageUndisclosedProvider of a container transportation software designed to optimize shipping processes.Select Recent M&A Activity and Capital Raises19Supply Chain&Logistics Technology Sector Brief 2H 2024DateTargetBuyer/LeadSubsectorDeal Size($M)Descriptio

90、n3/6/2024Transportation Mgmt.UndisclosedProvider of transportation software designed for shippers,carriers,3PLs,and transportation consulting firms.2/15/2024Retail/CPG Supply ChainConfidentialProvider of operational control and collaboration software for contract manufacturers and their extended sup

91、ply chains.2/14/2024Transportation Mgmt.HW ConfidentialProvider of a digital platform that enables K-12 school districts to offer safe,reliable,and cost-effective transportation solutions to their student populations with complex needs.2/14/2024Warehouse&Order Mgmt.UndisclosedProvider of web-based E

92、RP services,sales and order management,logistics,WMS,and financial management capabilities.2/7/2024Supply Chain PlanningUndisclosedProvider of supply chain software focused on planning services for manufacturers.1/22/2024Reverse LogisticsUndisclosedProvider of a circular supply chain platform design

93、ed to automate the recovery,repurposing,reselling,and recycling of company-owned IT assets.1/19/2024Several InvestorsFreight Forwarding$260(Amt.Raised)Provider of end-to-end freight forwarding platform.1/16/2024Transportation Mgmt.UndisclosedProvider of systems optimization tools that are used to id

94、entify patterns,predict outcomes,and automate processes for retail,manufacturing,and energy businesses.1/16/2024Transportation Mgmt.UndisclosedProvider of transport,warehousing,and forwarding software solutions for transport service providers across Europe.1/9/2024Supply Chain RiskUndisclosedProvide

95、r of sustainability and sourcing solutions,enabling companies to measure,monitor,and improve their environmental and economic impact across the supply chain.12/19/2023Supply Chain RiskUndisclosedProvider of software and tech-enabled risk and compliance solutions primarily serving enterprise corporat

96、ions and government agencies.12/14/2023MaritimeUndisclosedProvider of a data and collaboration platform designed to drive chartering and operational efficiency in the maritime industry.11/28/2023Fleet ManagementUndisclosedProvider of outsourced safety,compliance,and risk management software catering

97、 to owners and operators of truck fleets.11/21/2023Transportation Mgmt.UndisclosedProvider of a cloud-based transportation management system serving shippers and carriers in the United Kingdom and Europe.11/16/2023Transportation Mgmt.UndisclosedDivestiture includes Logilitys Transportation Rating So

98、lutions(TRS)business,which consists of on-premise freight shipping solutions for LTL,truckload,and rail shipments.11/13/2023Transportation Mgmt.UndisclosedProvider of a technology platform focused on making the first and last mile more efficient,sustainable,and profitable.Select Recent M&A Activity and Capital Raises20Transportation Ratings BU