Alan Haig joined the Car Dealership Guy (CDG) podcast to break down the latest shifts in dealership buy-sells and valuations. The conversation highlights how private buyers are seizing market share as public companies pull back, why Asian imports are commanding premium multiples, and how domestic brands like GM are hitting their stride with some of the strongest product lineups in years.
Key takeaways include:
- Public companies are favoring stock buybacks, leaving room for private consolidators to dominate acquisitions.
- Toyota, Hyundai, and Kia multiples continue to climb, while Audi saw the steepest valuation drop in Haig Partners’ history.
- Carvana’s first franchise location is disrupting traditional models by leveraging tech and pricing advantages.
- Dealer profits remain 75% above pre-COVID levels, fueling sustained M&A activity.
- Distressed opportunities are growing among Nissan, Infiniti, and Stellantis stores, while consolidation strategies are delivering outsized returns.
