The Presidio Group

The Presidio Group, founded in 1997 and based in Denver, Colorado, is a boutique merchant banking firm that specializes in the automotive retail and consumer mobility sectors. With a focus on lower middle-market buyouts of auto dealerships, the firm provides a range of services including mergers and acquisitions, capital raising, and investment consulting. The Presidio Group distinguishes itself by offering conflict-free investment consulting, emphasizing a transparent process and a fiduciary responsibility to its clients. Its team of experienced professionals caters to active wealth builders such as entrepreneurs and executives, striving to balance risk and return in alignment with each client’s goals. With over $4 billion in assets under advisement, the firm combines the rigor of institutional consulting with the flexibility of a boutique approach, setting it apart from traditional Wall Street models.

Brodie Cobb

Founder and CEO

Shane Dever

Managing Director

Kelly Lourenco

Associate

2 past transactions

AutoComplete

Seed Round in 2024
AutoComplete, Inc. is an insurance-technology company headquartered in San Francisco, California. It focuses on integrating artificial intelligence at the point of sale, specifically targeting the substantial car insurance market valued at $311 billion. The company has developed an AI-driven platform that simplifies the process of obtaining auto protection, aiming to enhance the user experience by minimizing effort in securing automotive insurance. Through its innovative software, AutoComplete seeks to provide efficient solutions that redefine how consumers engage with auto insurance services.

STELLA Automotive AI

Seed Round in 2023
Stella Automotive AI specializes in artificial intelligence technology tailored for the automotive industry, focusing on enhancing customer interaction. The company develops voice and chatbot solutions that facilitate human-computer understanding, allowing businesses to communicate effectively with their customers. By leveraging cognitive conversational AI, Stella Automotive AI enables automotive enterprises to improve their core business development center functions, such as appointment setting and customer inquiries. Its proactive, omnichannel intelligent agents gather relevant data from various sources, helping large organizations optimize their operations and enhance overall customer experience.
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