The End of the M&A Lottery – Why Earnings Quality Now Outweighs the Multiple | George Karolis скачать в хорошем качестве

The End of the M&A Lottery – Why Earnings Quality Now Outweighs the Multiple | George Karolis

Today I’m joined by George Karolis, President of The Presidio Group. We dive into the shifting landscape of automotive buy-sell activity and why dealership valuations remain resilient despite economic headwinds. George breaks down the tension between record-high blue sky multiples and the rising cost of capital, offering a rare look at who is buying, who is selling, and why the "big get bigger" trend is accelerating. Visit @ https://thepresidiogroup.com/v2ud to download the data discussed in today’s episode. This episode is brought to you by: 1. ‪@amazon‬ Autos - Sell vehicles to online shoppers who can now buy or lease at Amazon Autos. Upload your inventory of new, used, and certified pre-owned vehicles to our online marketplace, where purchase-ready customers can browse, purchase online, then pick up at a local dealership. Learn more @ https://sell.amazon.com/programs/autos 2. ‪@fullthrottleAI‬fullthrottle.ai® is a next-generation AdTech powerhouse. The Automotive DSP™ is built specifically for the auto industry, combining advanced programmatic targeting, real-time bidding, and analytics tailored to drive dealership and OEM performance. With fullthrottle.ai®, marketers can reach the right car shoppers at the right moment and optimize toward real business outcomes like test drives, leads, or sales. https://www.fullthrottle.ai/ bridges the gap between auto media buying and results-driven marketing. 3. ‪@ThePresidioGroup‬The Presidio Group is one of the longest standing investment banks entirely focused on the auto retail sector in the United States and was founded in 1998 with the simple mission to relentlessly put the interests of its clients first. During their careers, the professionals at Presidio have collectively closed more than 300 transactions for over $20.0 billion. The Presidio Group, based in Denver and Atlanta, publishes Presidio Perspectives: A Quarterly Outlook on Auto Retail and M&A Trends, a leading source of information about the automotive retail landscape. Click here to subscribe to our market insights: https://go.thepresidiogroup.com/cdg-x... Check out Car Dealership Guy’s stuff: For dealers: CDG Circles ➤ https://cdgcircles.com/ Industry job board ➤ http://jobs.dealershipguy.com Dealership recruiting ➤ http://www.cdgrecruiting.com Fix your dealership’s social media ➤ http://www.trynomad.co Request to be a podcast guest ➤ http://cdgguest.com For industry vendors: Advertise with Car Dealership Guy ➤ http://cdgpartner.com Industry job board ➤ http://jobs.dealershipguy.com Request to be a podcast guest ➤ http://cdgguest.com Topics: 00:12 What does the current M&A market look like? 03:25 How is brand performance and sentiment? 09:56 How are valuations and buyer behavior playing out? 18:04 What key factors sustain earnings? 18:25 How does technology impact dealerships? 20:12 What market trends define sellers? 22:50 What are vehicle brand-specific challenges currently? 27:21 What is the future outlook of the M&A market? Car Dealership Guy Socials: X ➤ https://www.x.com/GuyDealership Instagram ➤   / cardealershipguy   TikTok ➤   / guydealership   LinkedIn ➤   / cardealershipguy   Threads ➤ https://www.threads.net/@cardealershi... Facebook ➤ https://www.facebook.com/profile.php?... Everything else ➤ https://www.dealershipguy.com