As you can see from the graph below (Source: Seeking Alpha) the revenues from brokerage are really taking off. The other key point I draw from this graph is they have a really nice mix of business.
As a shipper, I have always loved doing business with companies in this sweet spot. Big enough to do what I need them to do, they are willing to invest and yet they are small enough that you are a big player in their portfolio. You generally get much better attention and you have the ability to be a core customer regardless of size.
I could be wrong but I had the same feeling about Coyote Logistics when it was much smaller and so my intuition tends to be pretty good on these things. Watch XPO.