LOGISTICS DEV.GRP. LS-,01

WS Holdco, a portfolio company of Logistics Development Group, has acquired Walkers Transport Holdings and Madex Logistics. LDG made no additional investment; its stake in WS Holdco remains 39.5%. The combined group is expected to generate annual revenues of more than £400 million on completion. Walkers provides pallet distribution in the UK and Ireland and international forwarding, while Madex operates a pallet business from London with a European network. » Plus sur de.investing.com

Logistics Development Group reports an unaudited estimated net asset value (NAV) per share of 26.7 pence as of 30 September 2025, unchanged from the previous quarter. The portfolio includes significant holdings in Finsbury Food Group, SQLI, Alliance Pharma and WS Holdco; in July LDG invested £15m in WS Holdco, acquiring a 33.4% stake in The Alternative Parcels Company (APC). Finsbury reported a 1% increase in Q1 revenue and an adjusted EBITDA of £10.8m, SQLI grew Q3 revenue by 3% and shows a pro‑forma adjusted EBITDA of €26m (10% margin), while Alliance Pharma is progressing with its value‑creation plan. Valuations of the unlisted holdings were carried out by investment manager DBAY in accordance with the International Private Equity and Venture Capital Valuation Guidelines. » Plus sur de.investing.com