10.2.3.1Vertical

Asset-Based Freight Brokers

Brokers with owned assets supplementing brokerage operations.

Market snapshot

These figures describe Domestic Freight Brokerage (10.2.3), the segment that Asset-Based Freight Brokers sits within. They are not figures for Asset-Based Freight Brokers on its own.

FragmentationFragmentedEstimate

Not sized separately. One classification covers freight arrangement of every kind. Domestic brokerage, international forwarding, customs work and ocean booking all sit in it together, so the figure belongs to the parent. Domestic brokerage is nonetheless the most contested of them: it is the segment digital entrants attacked first, because matching a load to a truck is the part of forwarding that looks most like software.

Business model & economics

Revenue model

Truckload/LTL brokerage margin (rate spread)

Key economics

Recurring revenue
Moderate

recurring shippers; spot exposure

EBITDA margin
Asset-light; highly cyclical margins
Capex intensity
Low

Characteristics

  • Led by C.H. Robinson, TQL, Echo, Coyote.
  • Highly cyclical; squeezed in the 2023–24 recession.
  • Technology and carrier networks the key assets.

M&A deal context

Deal activityHigh

Who’s acquiring

  • Brokerage majors
  • PE-backed brokerage platforms
  • Digital-freight disruptors

What’s driving deals

  • Freight-recession-driven consolidation.
  • Technology and automation investment.
  • Roll-up of fragmented brokers.

Find Asset-Based Freight Brokers acquisition targets

Search Acquisera’s index for companies classified under Asset-Based Freight Brokers (10.2.3.1) and build a targeted deal pipeline.

Search companies