I’m loving this news! It looks like MSM has similar capabilities to APF but appears to specialize in certain products like duct work and ventilation systems.
This not only gives Alpine to all new product lines but it’s highly likely that MSM is capable of manufacturing certain components of QCA products more efficiently and perhaps with more expertise than APF.
If that’s the case, then Wilson is lowering costs and gaining efficiencies by having MSM manufacture what it specializes in and APF manufacture components that it specializes in, while simultaneously freeing up capacity at both subs for new contracts.
APF may also be able to manufacture certain components of MSM products more efficiently or perhaps that MSM was outsourcing.
The deal would also give QCA and APF access to new customers and distribution channels that are in place with MSM and vice versa. Could also bring Alpine products into new states where they don’t have any presence yet.
MSM seems to be another facilitator. I think Wilson is trying to get everything in place so he has a complete, vertically integrated manufacturing channel between QCA, APF and MSM.
Then he’s going to find his first stabilizer. I still think it’s going to be a huge one. Probably Alpines largest acquisition ever. It will likely be a stabilizer that sends tons of manufacturing work to China. Wilson will nip that shit and immediately start using his already in-place channel of QCA, APF and MSM to drastically cut lead times and costs and provide superior products and a better customer experience.
With the Alpine team’s experience optimizing QCA and now APF under their belts, optimizing MSM and the stabilizer Company will occur faster and more efficiently. Basically they are getting better at it from past experience.
Then drop EBOS into the mix and I’m smiling all the way to the bank.
Still not sure how VWES fits into game but I’ll be thinking about it.
