1、1Supply Chain&LogisticsMarket UpdateApril 2026Los AngelesSan FranciscoChicagoCharlotteNew YorkSupply Chain&Logistics Market UpdateApril 310.478.9000A member of MUFG,a global financial group.Member FINRA/SIPCLos AngelesNew YorkSan FranciscoChicagoCharlotte2Supply Chain&LogisticsMarket UpdateApril 202
2、6Los AngelesSan FranciscoChicagoCharlotteNew YorkI.Key Themes(2-3)II.Supply Chain&Logistics Demand Indicators(4-9)III.Capacity and Rate Indicators(10-12)IV.Rates(13-15)V.Focus on Healthcare Logistics(16-21)VI.Public Comparables and M&A(22-28)VII.Intrepid Supply Chain&Logistics Team(29-33)3Supply Cha
3、in&LogisticsMarket UpdateApril 2026Does M&A Activity Meaningfully Rebound in 2026?Public markets are once again receptive to IPOs,renewing market optimism and expectations of a broader pick up in M&A in 2026Pent up demand has built in the M&A market as many companies have paused pre-launch or mid-pr
4、ocess waiting for volatility to subside With three billion-dollar transactions announced in 2026,the year has already seen more mega transactions than 2025Continued uncertainty persists,with CEO confidence lowering in March despite continued optimism for growth in 2026Significant dry powder inside g
5、lobal private equity,infrastructure,and private credit funds Bid/ask spread between seller and buyer expectations remains but has narrowed significantlyWill Freight Supply/Demand Dynamics Improve the Freight Rate Environment?Truckload rates have continued their rally in Q1,largely due to capacity re
6、strictions stemming from continued English Language Proficiency(“ELP”)regulation and forced closures of CDL schoolsThe spread between contract and spot truckload rates has continued its inversion.This is the second time since 2022 it has turned negative,driving support for single digit percentage in
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