VADA Live S2:E9 | "Moving from a game of checkers to chess." (Erin Kerrigan, Kerrigan Advisors)
About this episode
In this episode, Erin Kerrigan discusses the accelerated buy-sell market and the impact of global trends on U.S. auto dealers.
The post-pandemic buy-sell market hasn't slowed down—it has accelerated. In this episode of VADA Live, host Dan Carrigan sits down with Erin Kerrigan, Founder and Managing Director of Kerrigan Advisors. Drawing from the industry-leading Blue Sky Report, Erin delivers a masterclass on the current state of auto retail valuations, the influx of outside capital, and why U.S. dealers can no longer ignore the global impact of Chinese OEMs. In this episode: • The Consolidation Chess Match — Why collecting rooftops for the sake of collection is over. The industry is moving from "checkers to chess," with buyers seeking monumental scale and regional market share. • The Global Chinese Threat — Why the U.S. has a "false sense of security". Since 2019, Chinese automaker BYD has added over 2.5 billion units in global sales, directly impacting the legacy OEMs U.S. dealers represent. • Outside Capital — There has been a 50%+ increase in Top 150 dealership groups tapping into "other people's money"—like family offices and evergreen funds—to fuel their regional expansion. • The AI Disruption — Carvana has entered the new-car franchise space, generating half a billion dollars in revenue per…
People in this episode
Host: Dan Carrigan
Guest: Erin Kerrigan
Topics covered
- auto retail valuations
- buy-sell market
- Chinese OEMs
- capital influx
- industry consolidation
- AI disruption
Keywords
- auto retail
- valuations
- Chinese automakers
- capital investment
- dealership consolidation
- AI in automotive
Mentioned in this episode
Organizations: Kerrigan Advisors, BYD, Carvana, Virginia Automobile Dealers Association
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- VADA Live S2:E16 | "We live on a 30-day cycle" (Convention Preview with Sam D'Arc)
- VADA Live S2:E15 | "Zero surprises." (VADA '26 Convention Preview with Dr. John Coles)
- VADA Live S2:E14 | "F&I profit is hyper-focused." (VADA '26 Convention Preview with Joe St. John)
- VADA Live S2:E13 | "We don't sell cars. We build relationships." (Matt Vollmers, NADA Academy)
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