InPost Acquisition, Valuation & Financials

Lalamove is a logistics platform operating in 21 markets across Asia and Latin America since its 2013 launch in Hong Kong as EasyVan. The service connects customers with driver-partners for deliveries completed in 55 minutes on average, matching in 12 seconds.

Uber Freight is a San Francisco-headquartered digital freight brokerage founded in 2017 that matches shippers with carriers through its app and TMS platform. It handles full truckload shipments across the US, offering transparent pricing, instant booking, and ELD-compliant tracking. Uber Freight serves clients like Tyson Foods and Nestle, managing $5 billion in annual freight volume with 100,000-plus carriers. The company expanded into Mexico in 2022 with cross-border services.

Loggi is a Brazilian logistics technology company founded in July 2013 in Sao Paulo by Fabien Mendez and Arthur Debert. It runs a delivery network for e-commerce sellers, small and medium businesses and large retailers, with shipping by postal drop-off, collection and local courier, and a network of collection points in retail stores. The company has raised more than USD 500 million from investors including Monashees, SoftBank, GGV, Microsoft and Sunley House, became a unicorn in 2019 and was valued near USD 2 billion in its 2021 round. In 2026 it reported gross revenue of R$269.5 million in the first quarter, named Rafael Szarf as chief executive and targeted annual revenue of about R$1.5 billion. It sold logistics assets in Sao Paulo and Rio de Janeiro to Mercado Livre in 2026.

Porter is a Mumbai-headquartered on-demand logistics provider operating in India with mini-trucks, tempos, electric vehicles, and two-wheelers for intra-city goods transport. Porter Enterprise handles bulk distribution and supply chain automation for businesses, while its Packers & Movers service covers residential relocations with packing support. Inter-city courier reaches thousands of pin codes via air and surface options.

Sennder is a Berlin-headquartered digital freight forwarder connecting shippers with truck carriers across Europe. The platform automates truckload bookings, offers real-time tracking via mobile apps for drivers, fleet tools for managers, and API integrations for shippers' transport management systems. Sennder operates in 10 countries including Germany, France, and the UK, handling millions of shipments annually to streamline road freight logistics.

CloudTrucks is a San Francisco-headquartered digital freight platform founded in 2019 for independent truck drivers. The app connects operators with loads from brokers via mobile booking, offers factoring for instant payments post-delivery, and provides insurance marketplaces. Operating in the U.S. trucking corridors, CloudTrucks optimizes routes and backhauls to increase earnings in the $800 billion logistics industry.

Keytop Parking Inc operates in the smart parking sector, providing smart parking systems, parking management services, and parking facility and platform operations. It also operates an online parking space rental platform that enables parking facility owners and individual space owners to list available parking spaces and allows users to search and rent parking spaces. The company's business portfolio includes various products and services covering smart parking systems, smart parking management services, and parking facility and platform operations. Its services are applied across various locations, including commercial complexes, office buildings, residential communities, public facilities, hotels, schools, hospitals, and logistics parks.

Banma Kuaipao, also known as Zebra Express, is a China-based delivery and ride-hailing platform founded in 2015. It operates a last-mile delivery service through a network of local drivers and has expanded into passenger ride-hailing, securing 125 ride-hailing licenses across cities in China, including many second- and third-tier markets. The company has partnered with automaker Zotye Auto, which supplies vehicles and fuel to support its ride-hailing operations.

Knight-Swift Transportation is the largest full-truckload carrier in the US, with a diversified transportation offering. Pro forma for the US Xpress deal, about 82% of revenue derives from Knight’s asset-based trucking business, with full truckload (for-hire dry van, refrigerated, and dedicated contract) making up 69% and less than truckload 13%. Truck brokerage and other asset-light logistics services make up 9% of revenue, with intermodal near 6%. Knight's intermodal operations use the Class I railroads for the underlying movement of its shipping containers and include drayage (regional trucking services to and from inland intermodal ramps/terminals). The remainder of revenue reflects services offered to shippers and third-party truckers, including equipment maintenance and leasing.

Saia ranks among the 10 largest less-than-truckload carriers in the United States, with more than 200 facilities and a fleet of more than 6,500 tractors and 26,000 trailers. As a national LTL carrier, the firm offers time-definite and expedited options for shipments ranging between 100 and 10,000 pounds. Saia ranks among the top-tier providers in terms of profitability.

YTO Express is one of the Tongda Operators—the top four national express delivery companies that use the network partner model. In this model, Tongdas provide line-haul transportation, sorting, and waybill services to their network partners for fees, while their local network partners provide first-mile pickup and last-mile delivery services under the Tongdas’ brands and collect customer payments. The company was founded by Yu Huijiao in 2020. Yu remains chair and president with a 33.2% stake as of Sept. 30, 2024. Yu and Zhang Xiao Juan, who owned 2.15% of YTO as of that date, are persons acting in concert. YTO’s strategic shareholder is leading China e-commerce company Alibaba Group and its affiliated companies, with around a 20.09% interest as of Sept. 30, 2024.