Automotive Consulting
Strategic Value Partners provides management consulting services to five sectors in the automotive industry: original equipment manufacturers (OEMs), traditional suppliers (Tier 1, Tier 2, and Tier 3), electric vehicles (EVs), connectivity and autonomy, and shared mobility. Strategy consulting and intensive change management for turnarounds, mergers, acquisitions, divestitures, joint ventures, and strategic alliances are at the core of our service offerings.
Disruption across the automotive value chain is only beginning. Design centers, assembly plants, suppliers, franchise dealers, financial services companies, and every other stakeholder is impacted. In this globalized market, disruption from new entrants, new technologies, and new safety and climate change regulations quickly ripples around the globe. Define the white space opportunity and own it, before it defines you.
Original Equipment Manufacturers (OEMs)
The original equipment manufacturers (OEMs) sector is composed of the handful of companies that design, assemble, market, finance, and distribute automobiles. In the two largest automotive markets, China and the U.S., nearly all consumer sales today occur through dealerships.
Traditional Suppliers
The traditional suppliers sector is composed of three subsegments: Tier 1, Tier 2, and Tier 3. Tier 1 suppliers sell directly to OEMs. Tier 2 suppliers sell indirectly to OEMs and typically serve automotive and non-automotive customers. Further downstream, Tier 3 suppliers sell to Tier 1 and Tier 2 suppliers. Further downstream, Tier-N suppliers may create disproportionate risks for upstream suppliers and OEMs and may come into scope in directed-buy negotiations.
Electric Vehicles (EVs)
The electric vehicles (EVs) sector is composed of companies that design, manufacture, and service hybrid electric vehicles (HEV), plug-in hybrid electric vehicle (PHEV), battery electric vehicle (BEV), and fuel cell electric vehicle (FCEV) components, systems, and automobiles. Although OEMs and traditional suppliers are included in this segment, there are highly-disruptive companies that require treating EV companies as their own segment.
Connectivity and Autonomy
The connectivity sector is composed of companies that design, manufacture, and service automotive components and systems which transmit telemetry data, enable remote monitoring and control, and manage in-vehicle systems and services. The autonomy segment is composed of companies that enable automobiles to drive themselves to predetermined destinations using various in-vehicle technologies and sensors, including adaptive cruise control, active steering (steer by wire), anti-lock braking systems (brake by wire), GPS, lasers, and radar. Connectivity and autonomy technologies, components, and systems are rapidly converging and creating opportunities to exponentially increase automotive safety. Although OEMs and traditional suppliers are included in this segment, there are highly-disruptive companies that require treating connectivity and autonomy companies as their own segment.
Shared Mobility
The shared mobility sector is composed of companies that enable the sharing of transportation services among users and operate such services. The segment includes public transit, carsharing, ridesharing, scootersharing, bikesharing, and other forms of transportation sharing services.
Source: Connectivity, Autonomy, and Shared Mobility segment definitions adapted from U.S. International Trade Commission, Gartner, Gartner, and Transportation Research Board.
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Where We Operate
Our extraordinary clients are headquartered or operate in cities such as Atlanta, Austin, Baltimore, Beijing, Boston, Charlotte, Chicago, Columbus, Dallas, Denver, Detroit, Dubai, Fort Worth, Hong Kong, Houston, London, Los Angeles, Mexico City, Miami, Minneapolis-St. Paul, New York, Omaha, Paris, Philadelphia, Phoenix, Pittsburgh, Portland, Riyadh, San Antonio, San Francisco, San Jose, São Paulo, Seattle, Seoul, Shanghai, Stamford, Toronto, and Tokyo. Our work frequently takes us to remote locations as well.