The Presidio Group
The Presidio Group is a Denver-based boutique investment bank founded in 1998 that exclusively advises U.S. franchised automotive dealers and automotive technology companies on M&A and capital raises, with 320+ completed transactions representing over $22 billion in value.
- Company typePrivate
- Founded1998
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What The Presidio Group does
The Presidio Group is a private investment banking firm founded in 1998 by Brodie Cobb that specializes exclusively in mergers and acquisitions advisory for the U.S. franchised automotive retail sector and adjacent automotive technology companies. The firm operates through two core service lines: Dealership M&A Advisory, providing buy-side and sell-side advisory on transactions ranging from individual rooftops to multi-store portfolios, and AutoTech Services, advising automotive technology and service providers on capital raises, M&A, and strategic positioning. It reports 320+ completed transactions representing more than $22 billion in transaction value, with repeat engagements across major public dealer groups (Group 1 Automotive, Asbury, AutoNation, Lithia Motors, Penske) and a long tail of family-owned dealer groups.
The firm supports its advisory work with proprietary analytical and research products, including the Presidio Valuation Matrix (a framework for assessing dealership value), the Presidio Valuation Index (a quarterly brand-level blue-sky multiple chart), the Presidio-NCM Benchmark (quarterly performance data aggregated from over 4,000 franchised dealerships via a partnership with NCM Associates), the biannual Dealer Direction Survey reaching 3,000+ dealer respondents, the Full Throttle podcast, the Drive-In Live webinar series, and the annual Presidio U.S. Auto Retail Conference and Presidio Auto Technology Summit. Distribution is relationship-driven: senior advisors work directly with dealer principals and OEM leaders, and most engagements originate from decades-long industry relationships. The firm is headquartered in Denver, Colorado, with a secondary office in Peachtree Corners (Atlanta), Georgia, and investment banking services are conducted through its FINRA- and SIPC-registered subsidiary Presidio Merchant Partners LLC.
Revenue is earned primarily through transaction-based advisory fees on completed M&A deals and capital raises; pricing is not publicly disclosed. The customer base leans toward repeat engagements with large public dealership groups (six transactions with Group 1 Automotive, multiple deals with Asbury and Fletcher Jones) balanced by a broad footprint of smaller private dealer clients across California, Florida, the Carolinas, and other markets. The firm employs 51-100 professionals.
The Presidio Group firmographics
Firmographics- Name
- The Presidio Group
- Legal name
- The Presidio Group LLC
- Website
- https://thepresidiogroup.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Presidio Group is a Denver-based boutique investment bank founded in 1998 that exclusively advises U.S. franchised automotive dealers and automotive technology companies on M&A and capital raises, with 320+ completed transactions representing over $22 billion in value.
- Ownership category
- akta.pro rank
The Presidio Group industry classification
Industry- Product category
- Investment Banking Advisory
- NAICS
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)
- akta.pro secondary industry
- Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)
Keywords
Where The Presidio Group is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
The Presidio Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel
Revenue model
- Dealership M&A Advisory: Presidio provides sell-side and buy-side advisory services to dealership groups on mergers, acquisitions, and divestitures. Revenue is earned through advisory fees upon successful transaction completion. The firm has completed 320+ transactions representing over $22 billion in transaction value.
- AutoTech Services Advisory: The firm's Autotech Services division advises automotive technology and service providers on capital raises, M&A transactions, and strategic positioning. Services include connecting innovators to growth capital from strategic and financial investors, and facilitating exits.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
The Presidio Group product offering
Product offeringCore offering
The Presidio Group is an investment banking firm focused exclusively on automotive retail, providing sell-side and buy-side M&A advisory to franchised dealership groups and capital raising and M&A advisory to automotive technology and service companies. Engagements span individual rooftops to highly structured multi-store portfolios, supplemented by proprietary valuation tools, market intelligence, and benchmarking research. Revenue is earned through advisory fees upon successful transaction completion.
Product overview
The Presidio Group is an investment banking firm focused exclusively on automotive retail, offering two core service lines: Dealership M&A Advisory (guiding dealers through buy-sell transactions with the proprietary Presidio Valuation Matrix) and Autotech Services (advising technology companies on capital raises and M&A). The firm supplements its advisory services with research products including the Quarterly M&A Market Report, Presidio-NCM Benchmark, Dealer Sentiment Survey, and Full Throttle Podcast/Drive-In Live content series.
Differentiator
Problem solved
Functional benefit
Brands
- Presidio Merchant Partners: Wholly owned investment banking subsidiary of The Presidio Group LLC, providing M&A advisory and capital raising services. Member of FINRA and SIPC.
- Presidio Perspectives
Quantifiable outcome
- 320+ completed transactions representing over $22 billion in transaction value
- +2 more outcomes
Companies that use The Presidio Group
Customer profileNamed customers11 records
Segments3 records
Ideal customer profiles3 records
The Presidio Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
The Presidio Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- NCM AssociatescorePresidio partners with NCM Associates to produce the Presidio-NCM Average Dealership Performance Benchmark, providing quarterly dealership profitability and performance data from over 4,000 franchised dealerships nationwide. This proprietary benchmarking service is a core offering of the firm's market intelligence capabilities.
Scale indicators7 records
Recent moves6 records
Expansion highlights3 records
The Presidio Group competitors and assessment
Company assessmentDirect peers
- Cascadia Capital: Middle-market investment bank serving consumer and industrial verticals including automotive aftermarket and dealership services. Comparable in boutique scale and sector-specialist positioning to Presidio's auto retail M&A practice.
- Capstone Partners: Middle-market investment bank with significant automotive and dealer services coverage, providing M&A and capital raising advisory to auto retail and aftermarket companies. Comparable as a boutique competitor pursuing dealership and dealer-tech mandates.
- Haig Partners: Specialized auto retail M&A advisory firm serving franchised dealership groups on buy-sell transactions, succession planning and capital raises. Closely comparable in service scope and target client base to Presidio's core Dealership M&A Advisory offering.
- Generational Equity: Middle-market M&A advisory firm with a substantial auto dealership practice advising private dealer groups on sell-side transactions. Overlaps with Presidio's sell-side dealership advisory work for family-owned and sub-scale dealer groups.
- Kerrigan Advisors: Pure-play auto retail M&A advisory firm founded in 2014, serving franchised dealer groups with sell-side and buy-side mandates. Direct functional overlap with Presidio's Dealership M&A business, competing for the same public and private dealership clients.
Broad incumbents
- BDT & MSD Partners: Family-office-linked advisory and investment firm with deep relationships in franchised auto retail, advising private dealership families on capital structure, M&A, and ownership transitions. Broader incumbent with overlapping auto retail relationships.
- Stout: Global financial advisory firm with dedicated automotive industry coverage including dealership M&A, valuation, and restructuring. Larger incumbent with broader service portfolio; competes with Presidio on valuation and M&A mandates for auto retail clients.
Emerging players
- BuySellMax / Auto Dealership M&A Marketplace: Online marketplace and matching service connecting franchised auto dealership buyers and sellers. Represents an emerging digital-distribution model that partially overlaps with Presidio's traditional relationship-driven origination approach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
The Presidio Group social profiles
Digital presenceThe Presidio Group compliance and trust
Trust signalCompliance2 records
The Presidio Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Presidio Group leadership team
Management profileNumber of profiles
Profiles11 records
The Presidio Group subsidiaries and ownership
Company hierarchySubsidiaries1 record
The Presidio Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Presidio Group M&A and investment
M&A and investmentM&A
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Presidio Group
What does The Presidio Group do?
The Presidio Group is an investment banking firm focused exclusively on automotive retail, providing sell-side and buy-side M&A advisory to franchised dealership groups and capital raising and M&A advisory to automotive technology and service companies. Engagements span individual rooftops to highly structured multi-store portfolios, supplemented by proprietary valuation tools, market intelligence, and benchmarking research. Revenue is earned through advisory fees upon successful transaction completion.
Is The Presidio Group a public or private company?
The Presidio Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Presidio Group founded?
The Presidio Group was founded in 1998. It employs 11 to 50 people.
Where is The Presidio Group based?
The Presidio Group is headquartered in San Francisco, United States, in the North America region.
How does The Presidio Group make money?
Two revenue lines are on record. Dealership M&A Advisory is the primary driver. The others are autoTech Services Advisory.
Who are The Presidio Group's main competitors?
Direct peers on record are Cascadia Capital, Capstone Partners, Haig Partners, Generational Equity and Kerrigan Advisors. Broad incumbents are BDT & MSD Partners and Stout. BuySellMax / Auto Dealership M&A Marketplace is listed as an emerging player.
Does The Presidio Group have an API?
No public API is recorded for The Presidio Group.
What industry is The Presidio Group in?
The Presidio Group's product category is Investment Banking Advisory. Its primary akta.pro industry code is FSAEAGAJ, Industry-Specialist / Sector-Focused M&A Advisory, with a secondary code of FSAEAGAC, Capital Raising Advisory (Equity & Equity-Linked). Its NAICS code is 523 and its SIC code is 6211.