10.10.5.4Vertical

Short-Term & Overflow Storage

Flexible warehouses providing temporary and overflow storage.

Market snapshot

These figures describe Public Warehousing (10.10.5), the segment that Short-Term & Overflow Storage sits within. They are not figures for Short-Term & Overflow Storage on its own.

Market size
~$42B
Growth
~11.8%CAGR (2017–22, nominal)
Companies
~6,789 firms
Firms by employee count

52.9% of firms have fewer than 20 employees: 3,592 micro-businesses, below most mandates.

The investable universe3,197 firms with 20+ employees
20–99
1,25039%
100–499
84927%
500+
1,09834%

This is the fastest-growing warehousing segment, because multi-client space absorbed the inventory build that companies would not commit to leases of their own. Pricing is per pallet and re-set frequently, which makes it the most operationally leveraged position in the sector, in both directions.

NAICS 493110. U.S. Census Bureau, 2022 Statistics of U.S. Businesses; U.S. Census Bureau, 2022 Economic Census.

Business model & economics

Revenue model

Flexible, pay-as-you-go storage and handling fees

Key economics

Revenue per firm
$6,219,958
Revenue per employee
$34,443
Employees per firm
172.1
Recurring revenue
Moderate

flexible, on-demand usage

EBITDA margin
Utilization- and flexibility-driven
Capex intensity
Moderate

Characteristics

  • Deep strategic-buyer pool: 1,098 firms exceed 500 employees, so a scaled asset has trade buyers
  • Multi-client, flexible, on-demand shared warehousing.
  • Serves overflow, seasonal, and smaller shippers.
  • On-demand marketplaces (Flexe, Flowspace) emerging.

NAICS 493110. U.S. Census Bureau, 2022 Statistics of U.S. Businesses; U.S. Census Bureau, 2022 Economic Census.

M&A deal context

Deal activityModerate

Who’s acquiring

  • Public-warehousing operators
  • On-demand warehousing platforms
  • PE- and VC-backed consolidators

What’s driving deals

  • On-demand and marketplace warehousing models.
  • Flexible and distributed-inventory demand.
  • E-commerce seasonal and overflow needs.

Find Short-Term & Overflow Storage acquisition targets

Search Acquisera’s index for companies classified under Short-Term & Overflow Storage (10.10.5.4) and build a targeted deal pipeline.

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