Parts 1, 2, and 3 laid out the case for consolidation in the 3PL industry. In this final post I’m going to give my opinion of how best to profit as investor from the coming consolidation of the 3PL industry. To begin with, I don’t think the big 3PLs are the way to go. They … Read more →

(Click here for Part 1, and here for Part 2) In my previous posts I wrote that consolidation is coming to the 3PL industry. In fact, it is already here. The 3PL giants like C.H. Robinson and Expeditors International never needed acquisitions to grow because they climbed onto the 3PL wave at its earliest point, and … Read more →

(Click here for Part 1) The 3PL industry was more or less born out of the Motor Carrier Act of 1980. This act deregulated trucking, morphing it from a concentrated and somewhat cozy industry into an extremely fragmented and price-competitive one. The result was an explosion in the number of trucking carriers: there were less … Read more →