Slightly Above Podcast: Automotive Insights – Consolidation (Episode 002)

Welcome to the show, new listeners. The focus of this episode is a deep dive into Consolidation Companies within the Automotive Industry. As a player in this field it’s important that you are familiar with the major ecosystems and how the terrain is mapped out.

We explore in this episode the rise of the Big Ecosystem Companies (Cox Automotive, Vista Equity Partners, CDK, R&R, Thomas Bravo, Frasier McCombs, Dominion Dealer Services) over the past 10, or so, years. Josh Blick does an excellent job sharing his deep knowledge and first handed experiences of this landscape.

We cover a lot of ground, and it’s best to take the time and review the material as a whole, however, if you wish to explore by topic the jump point minute markers can be found below:

Consolidation Overview (3:14)

Software every Dealer needs (5:26)

Dealersocket Acquires Auto/Mate (6:31)

Jack of All (8:24)

The Ecosystem Companies (9:43)

Market-share Shuffle (15:10)

I’ll take the Bundle for $200, Alex (17:00)

Why not Hoolie? (19:26)

Dealership Practices are Evolving (25:18)

What Happens Next (26:40)

The CON with Consolidators (28:15)

Smaller Roll Up Companies (32:16)

See it LIVE at NADA (33:12)

And please reach out to me if you enjoyed the content or have any additional questions or thoughts.

William Page III

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/willpageiii/

Special thanks to my long-time collaborator:

Josh Blick

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/josh-blick-07a21ba/

And our courageous moderator:

Jacob Gomez

Email: [email protected]

LinkedIn: www.linkedin.com/in/jacobgomez86

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