The Current State of the Freight Transportation and Logistics Markets with John Larkin

During this podcast, Clarendon Capital's Larkin provided an overview on various aspects of the freight transportation and logistics markets.

Themes addressed over the course of this podcast included: how the COVID-19 pandemic has shifted logistics processes and operations; insights into the 2020 Peak Season; the current state of M&A in freight transportation and logistics; how the outcome of the Presidential election could affect the market; and what could be in store for third quarter earnings.

John Larkin serves as an Operating Partner at Clarendon Capital, where he focuses on deal sourcing, capital raising, and the creation of value within portfolio companies in the freight transportation & logistics sectors. Previously, Mr. Larkin joined Legg Mason (later sold to Stifel, Nicolaus & Company, Inc.) in October 2001 to form and to lead the firm’s entry into the transportation markets. For 17 years, Mr. Larkin headed up Stifel’s transportation and logistics research effort.

In January of 2018, Mr. Larkin transitioned from Stifel’s Research Department to Stifel’s Investment Banking team. While in Investment Banking, Mr. Larkin advised numerous publicly traded and privately held transportation and logistics companies as well as many financial sponsors with investments in the transportation and logistics space. Over the years, Mr. Larkin has been recognized as an all-star analyst by Institutional Investor magazine numerous times, a Wall Street Journal All-Star analyst on several occasions, and has been awarded multiple Starmine stock picking and earnings estimate accuracy awards.