Investment Driving Change and Enabling High Growth

Based on insights from Baird’s inaugural Vehicle Technology & Mobility conference, our Global Investment Banking summarizes why the sector is in a new phase of acceleration, including:

  • We are at an inflexion point – the multi-decade transition starts now
  • Different strategies for traditional and EV OEMs – both are investing heavily
  • New business and capital formation – 47 SPAC mergers worth $130bn
  • Direct-to-consumer / e-commerce rapidly growing as a channel of choice 
  • Solving problems across B2C and B2B ecosystems with technology & software
  • Higher content per vehicle opportunities across OEM and aftermarket channels.