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PODCAST: Four auto trends ripe for PE investment

MiddleGround Capital partners John Stewart and Scot Duncan say major supply chain disruptions are opening up opportunities for private equity managers.

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This podcast is sponsored by MiddleGround Capital

Prior to the pandemic, automotive industry forecasts for North America and Europe saw these established markets flat to slightly declining over the next 10 years – hardly something for private equity investors to get excited about, says MiddleGround Capital partner John Stewart. Deal volume was down 21 percent year-on-year in 2019, and another 16 percent in 2020.

But, he says, “there are some interesting things going on in the automotive industry, so you can’t just look at the surface.”

Stewart explains that he and his team are tracking four trends that are reshaping the automotive supply chain. “The industry is going through this kind of once-in-a-lifetime change over the last several years…reshaping itself into the mobility industry.”

In the above podcast, Stewart and fellow MiddleGround partner Scot Duncan discuss those four trends and how their firm approaches investments in them. Also learn more in this keynote interview with Stewart, Duncan and Rhondia Black, a board member at MiddleGround portfolio company Dura Automotive.