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华利安(Houlihan Lokey):2026车队管理与维护行业深度研究报告(英文版)(51页).pdf

上传人: 1****1 编号:1088317 2026-01-23 51页 7.47MB

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1、January 2026Fleet Management and MaintenanceSector Coverage ReportHoulihan Lokeys Transportation Technology Sector CoverageHoulihan Lokeys Transportation Technology Practice3Transportation Technology TeamGlobal Senior SupportSascha PfeifferGlobal Head of TechnologyFrankfurtSascha.PfeifferHL.com+49 6

2、9 204346415James GrundyVice PresidentManchesterJames.GrundyHL.com+44 785 511 1928Philipp FlorVice PresidentFrankfurtPhilipp.FlorHL.com+49 69 204346422Featured TransactionsTombstones included herein represent transactions closed from 2021 forward.Sellside AdvisorEucon Automotive has been acquired by

3、Infopro DigitalAutomotiveBaylen PosnerAssociateNew YorkBaylen.PosnerHL.com+1 212.497.7918Joseph NicholsAssociateNew YorkJoseph.NicholsHL.com+1 415.273.3680Valuation AdvisorShop-Ware,a portfolio company of Insight Partnersand Bosch,has been acquired by Vehlo,a portfolio companyof GSVSellside AdvisorS

4、ellside AdvisorECM Equity Capital Management GmbH has sold PikeTec GmbH to SynopsysSellside AdvisorBlume Global,Inc.,a portfolio company of Apollo Global Management,Inc.,has been acquired by WiseTech Global LimitedSellside AdvisorEverDriven,a portfolio company of Palladium,has been acquired by Charl

5、esbankSellside AdvisorNexus Vehicle Rental,a portfolio company of Phoenix Equity Partners,has been acquired by Equistone Partners Europe Company AdvisorAutoWeb,Inc.has been acquired via an equity tender and merger agreement byOne Planet Group,Inc.Sellside AdvisorKpler Holding has receiveda minority

6、investment from Five Arrows Managers&Insight PartnersSellside AdvisorAsset Intelligence,owned by Informa Business Media,Inc.,has been acquired by Randall Reilly,LLC Sellside AdvisorSmartEquip,Inc.has been acquired by Ritchie Bros.Auctioneers IncorporatedSellside AdvisorAutomotive Transformation Grou

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1. **行业动态**:Houlihan Lokey发布2026年1月车队管理与维护行业报告,涵盖运输科技领域,近期交易包括Zubie被TSD Mobility Solutions收购、SambaSafety出售给Stone Point Capital等。 2. **市场趋势**:车队管理市场数字化加速,美国超2000万辆商用车辆已连接,技术聚焦燃料优化、预测性维护、AI驱动安全及合规管理。 3. **投资活跃**:2023-2025年M&A市场活跃,战略与财务买家兴趣均衡,估值倍数(EV/LTM营收)区间为1.5x-15.0x,SaaS公司依赖“Rule of 40”指标(增长+利润率)。 4. **核心数据**: - 美国超2000万辆OEM连接商用车,2500万辆配备车队管理远程信息处理系统。 - Zubie客户超4000家,追踪里程40亿+;SambaSafety年处理5000万+驾驶记录。 - 公开公司中位数EV/NTM营收:运输科技7.4x,垂直软件9.2x(2025年)。
车队管理趋势? 技术如何降本? 行业并购活跃?
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