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Supply Chain and Logistics Software Report Fall 2025: Deal Activity Ramp Arrives as Growth and Macro Begin to Stabilize

26 Sep 2025

Why investors and acquirers are doubling down on the digital backbone of global trade

From manufacturing to last-mile delivery, the supply chain software stack is under massive pressure and massive transformation. The need for resiliency, real-time visibility, and automation is driving significant growth across WMS, TMS, SCM, and everything in between.

Recent geopolitical and macroeconomic volatility underscores the critical need for supply chain and logistics technology – we are seeing this drive a notable increase in M&A and private placement activity in the sector, which is expected to remain highly active through 2026.

In this report, we break down:

  • Global M&A and private financing activity is continuing to surge significantly in the supply chain and logistics software sector, as evidenced by the unusually active August, which featured exceptionally high levels of announced deals in freight and logistics, with expectations of a robust year-end leading into 2026

  • 16.3% CAGR with the market expected to reach over $62 Billion by 2028, driven by global disruption, rising logistics costs, and the enterprise demand for smarter, connected infrastructure

  • Innovation themes across AI-driven workflow orchestration, numerous agentic applications, predictive logistics, and real-time planning

  • Rapid evolution of Supply Chain Planning (SCP) software driving double digit market growth

  • AI-led growth and strategic pivots in the global TMS market, including verticalized solutions and private equity-backed platforms

Download the full report for a detailed deal analysis, investor insights, and the key themes shaping the future of global logistics and supply chain software.
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