Bio

Brodie Cobb provides strategic guidance and hands-on leadership in the dealership, auto retail services, and principal investing businesses. His investment banking and asset management experience aids in creating sophisticated transactions for our clients, maximizing value, and meeting their individual goals. Brodie’s network reaches deep into the financial and automotive industries. Brodie founded The Presidio Group in 1998 with the simple goal of bringing transparent and honest advice to entrepreneurs. The firm included private equity, investment banking, and wealth advisory businesses with offices in San Francisco, Dallas, and Washington, D.C. In 2016 Presidio was reorganized. The private equity business was spun out. The wealth advisory business was merged with New York-based Tiedemann Advisors where Mr. Cobb remained a shareholder and sat on the Board of Directors until Tiedemann’s successful IPO and rebranding as Alvarium Tiedemann in January 2023 (ticker: ALTi). Today, it is one of the largest global wealth advisory firms with over $60 Billion in assets. The Presidio Group retained its merchant banking division and now focuses primarily on the auto retail sector where it provides investment banking advisory services to and principal investments in auto tech companies and dealerships across the country. The principals at Presidio have closed more than 200 transactions totaling approximately $15 billion in value. Presidio is a national FINRA-registered broker-dealer. Prior to Presidio, Brodie was with Montgomery Securities, First Boston Corporation, and Security Pacific Bank. Brodie is licensed at FINRA, please see FINRA’s BrokerCheck for more information.