STRATEGIC COUNSEL TO THE INDUSTRY
The auto industry,
in perpetual motion, has new drivers.
Murphy Automotive Partners delivers institutional-grade perspective across the value chain—from supplier consolidation to powertrain proliferation, from China’s export pivot to the shake-out in distribution, from dealer economics to the next decade of OEM strategy.
Perspective
The global automotive value chain is the largest industrial manufacturing base, the largest retail industry, and one of the largest financing engines and consumers of capital on the planet.
Advising across the auto industry requires decades of experience and the ability to see how a decision at the OEM level lands on a dealer’s lot or a supplier’s order book.
What We Do
Our read on the next decade of the auto industry.
The global automotive industry is going through the most profound structural change in decades, and the chasm between the winners and the rest is opening fast. We work with boards, management teams, and capital allocators to land on the right side of it. That means combining a clear read on where the industry is headed, a sharp view of opportunities, and the financial fluency to move with conviction.
i.
Market Context
Industry tailwinds and headwinds, cyclical peaks and troughs, OEM and Supplier lifecycles, dealer consolidation, and shifting profit pools
ii.
Competitive Landscape
Product pipeline analysis, peer benchmarking, financial scorecards, and deep dives on regional and global players
iii.
Strategic Implications
Positioning, the balance of risk and opportunity, and what it means for OEMs, suppliers, dealers, and capital allocators
Credentials CFA Charterholder
B.A. Quantitative Economics, Tufts
Recognition Automotive Hall of Fame, 2023
Institutional Investor All-America (25 years)
Prior Bank of America / Merrill Lynch
NERA Economic Consulting
Founder & Principal
John J. Murphy, CFA
Founder & Managing Partner, Murphy Automotive Partners
Industry Recognition
Recognized by the institutions that count.
Automotive Hall of Fame
— 2023 —
Institutional Investor All-America
Research Team
The Portfolio
Built with the same care we bring to every analysis.
A reverence for the machinery. An obsession with detail. A long view of the cycle. At Murphy Automotive Partners, that’s how we work.
Coming Soon
Our products in research & development.
The Murphy Automotive Product Pipeline
The flagship report of the Portfolio. MAPP™ is a comprehensive forward-looking analysis of the US OEM product pipeline. It builds on Car Wars—the benchmark product-cadence study John Murphy authored at Bank of America for over two decades—and extends it to the full multi-powertrain era.
Built for OEM strategy teams, suppliers, and dealer groups who need one trusted source for what’s coming, when, why, and from whom.
— The road ahead, charted.
Launching Summer 2026 · Subscription details to follow The MAPP™ Brand Survival Index (BSI)
It runs on MAPP’s critical proprietary metrics and our decades of experience.
IN DEVELOPMENT
The Dealer Doctrine
A review of the franchised dealer channel—economics, structure, consolidation, and the path forward.
IN DEVELOPMENT
Who’s Behind the Wheel
An analysis of the auto supplier base—parts, systems, and the powertrain transition, mapping value across the chain.
PARTNERSHIP
Strategic Counsel
This is where it starts. We work directly with the people making the highest-stakes calls—boards, management teams, operators, capital allocators. How to position. Where to allocate capital. How to land on the right side. The Portfolio rests on this work.
BY ENGAGEMENT
Interested in early access
We’re talking with select institutional partners ahead of launch. Get in touch to discuss subscription, distribution, and co-development.
Featured Perspectives
Cited by the publications that cover the industry.
John Murphy’s analysis and commentary have been featured across the leading business, financial, and trade media outlets.
The Wall Street Journal
Bloomberg
Financial Times
REUTERS
Barron's
CNBC
CNN
Automotive News
WardsAuto
FINANCIAL PRESS
The Wall Street Journal · Bloomberg · Financial Times · Reuters · Barron’s
GET IN TOUCH
Strategic perspective,
delivered with rigor.
For inquiries about advisory engagements, speaking, or media, reach out directly.