The Presidio Group

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.

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

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

• Automotive retail M&A
• Investment banking advisory
• Dealership mergers acquisitions
• Auto tech advisory
• M&A advisory services

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel

Revenue model

1. 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.
2. 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

Core 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

Named customers11 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• NCM AssociatescoreStrategic or Co-development Partner · 28 January 2025Presidio 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

Direct 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

• LinkedInlinkedin.com/company/the-presidio-group-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Presidio Group