Intro

Today I’m joined by Alan Haig, President of Haig Partners. We dig into why Stellantis and Nissan are still searching for the bottom, which states are commanding the highest blue sky multiples, the drivers behind Carvana’s first brick-and-mortar win and more.

This episode is brought to you by:

1. Lotlinx - Get the best possible market advantage on every vehicle transaction. Optimize operations and boost profits using artificial intelligence (AI) and machine learning. Learn more @ https://lotlinx.com

2. BizzyCar – CDG’s Recall Tracker powered by BizzyCar monitors 70M+ vehicles with open recalls, packed with insights: timelines, fix status, campaign numbers—everything you need to bring lost customers back. Transform your recall management today @ http://www.cdgrecalls.com

3. CDG Recruiting – Hire top dealership talent, fast. From sales managers to GMs and C-suite execs, we’ve placed over 1,000 roles across auto retail. Ready to scale without the hassle? Visit https://www.cdgrecruiting.com to get started.

Make a donation to support Alan's NYC Marathon run and the Memorial Sloan Kettering Cancer Center here: https://secure2.convio.net/mskcc/site/TR/FredsTeam/FredsTeam?px=2806962&pg=personal&fr_id=4272

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Topics:

03:19 Current dealership M&A market outlook?

05:48 Regional market differences? (CA/TX/FL)

11:27 How tariffs impact valuations?

19:40 Will Carvana's new car experiment work?

25:16 Carvana's inventory innovation?

27:36 Public vs private acquisitions?

32:04 Underperforming brand opportunities?

37:12 EVs' impact on dealership values?

41:41 Best consolidation strategies?

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