Quarterly Industry Snapshot

Supply Chain & Logistics Q2 2025

▪ U.S. business softened as tariff-driven inventory build in earlier quarters continued to suppress current demand levels

▪ Private equity slowed by rising interest rates, with firms under pressure to sell yet struggling to meet desired valuations

▪ Smaller transactions persist despite economic uncertainty, while larger deals remain scarce across industries and regions

VALITAS INSIGHTS

How do I assess my company's liquidity options? Valitas is focused on discovering and unleashing shareholder value. Every month, we feature content from our experienced team members that aligns with that focus. Click the link below for a guide on understanding liquidity options, including insights into how to avoid the common pitfall of trapping your business' equity.