2.7.9Segment

Moving & Storage

Moving companies and storage providers assisting households with local, long-distance, and storage-based relocation services.

4
Verticals

Overview

Moving & Storage assists households with local, long-distance, and storage-based relocation, spanning van-line agents, independent movers, and portable-storage and self-storage-adjacent services. Demand tracks housing turnover and relocation activity, making it sensitive to the residential real-estate cycle.

It is a fragmented, locally operated market with national van-line networks (United, Mayflower, Allied) coordinating agents. Consolidation is steady, and portable-storage models have added a recurring-revenue dimension.

Market snapshot

Market size
~$20B
Growth
~5.2%CAGR (2017–22, nominal)
Companies
~9,083 firms
Firms by employee count

85.4% of firms have fewer than 20 employees: 7,753 micro-businesses, below most mandates.

The investable universe1,330 firms with 20+ employees
20–99
1,17488%
100–499
12710%
500+
292%

An asset-heavy, cyclical business — trucks are the cost base, and volume tracks housing turnover, so it moves with the residential real-estate cycle. National van-line networks (United, Mayflower, Allied) coordinate a fragmented base of local agents, and portable-storage models have bolted a recurring-revenue layer onto an otherwise transactional trade.

NAICS 484210. U.S. Census Bureau — 2022 Statistics of U.S. Businesses; U.S. Census Bureau — 2022 Economic Census.

Business model & economics

Revenue model

Per-move fees plus storage charges

Key economics

Revenue per firm
$2,214,798
Revenue per employee
$186,262
Employees per firm
11.7
Recurring revenue
Low

move-driven; recurring for storage

EBITDA margin
8–18%
Capex intensity
Moderate

Characteristics

  • Scale-driven — payroll is only 23% of revenue; the cost base is assets, not headcount
  • Moderate strategic-buyer pool — 29 firms exceed 500 employees; a scaled asset has buyers, but not many
  • Demand tracks housing turnover and the real-estate cycle.
  • Van-line networks coordinate a fragmented agent base.
  • Portable storage adds a recurring-revenue dimension.

NAICS 484210. U.S. Census Bureau — 2022 Statistics of U.S. Businesses; U.S. Census Bureau — 2022 Economic Census.

M&A deal context

Deal activityModerate

Who’s acquiring

  • Van-line networks
  • Moving & storage consolidators
  • PE-backed platforms

What’s driving deals

  • Consolidation of fragmented local movers.
  • Portable-storage recurring-revenue models.
  • Housing-cycle-driven demand.

Verticals in this segment

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