Mubadala doubles down on logistics with USD 300 mn Seaco agreement

Mubadala Investment Company is adding to its logistics wager, co-investing USD 300 mn alongside US investment firm Stonepeak to back Bermuda-based Textainer’s acquisition of shipping container firm Seaco, according to a statement. The transaction that brings together two major container lessors into one of the world’s largest platforms.

What’s being built: The combined business will control a fleet of more than 8 mn containers and a global depot network serving key trade routes, particularly across Asia. The tie-up builds on Stonepeak’s earlier acquisition of Textainer in 2024 and Seaco in 2025, consolidating scale in a sector built on long-term leases and high utilization.

Why it matters: Container leasing underpins global trade — with around 75% of goods moving by sea — offering steady, utilization-driven returns tied to shipping demand. The move adds to Mubadala’s growing exposure to transport and logistics infrastructure, including its stake in trailer leasing platform TEN.