100+ total transactions representing $4B+ in aggregate value — 15 tracked below spanning 2015–2021 · 2 industries
Provided buy-side advisory to Duckhorn Wine Company on acquisition transactions.
Exclusive sell-side advisor on the sale of premium wine brand Layer Cake Wines.
Exclusive sell-side advisor on the sale of family-owned Seghesio Family Vineyards.
Advised on the sale of St. Supéry Estate, a premium California wine producer.
Exclusive sell-side advisor on the sale of iconic Napa Valley wine estate Heitz Cellar.
Served as sell-side advisor on the sale of premium wine brand The Prisoner.
Advised on the sale of Frank Family Vineyards, a prominent Napa Valley wine estate. Noted on firm website as completed by principals at prior firm.
Advised on the sale of celebrity spirits brand Skinnygirl Cocktails.
Advised on the acquisition of Ole Smoky Moonshine by Apax Partners, a leading global private equity firm, marking a significant growth capital event for the Tennessee-based spirits brand.
Advised on the sale of JUSTIN Vineyards & Winery, a premium California wine producer, to The Wonderful Company (owner of Fiji Water and other premium beverage brands).
Advised on the strategic acquisition of premium craft distillery High West Distillery by Constellation Brands, expanding its spirits portfolio.
Advised Woodinville Whiskey Company on its sale to Moët Hennessy, the world's largest spirits producer. This transaction demonstrated the firm's ability to connect premium US distilleries with international strategic buyers.
Exclusive sell-side advisor on the sale of five super-premium Washington wine brands (Kung Fu Girl Riesling, Velvet Devil Merlot, Boom Boom Syrah, Eve Chardonnay, Chateau Smith Cabernet Sauvignon) to Constellation Brands, the world's largest beverage alcohol company.
Served as financial advisor to ReserveBar in its acquisition of Minibar Delivery, a transformative consolidation in the spirits e-commerce space combining premium luxury spirits e-commerce with on-demand delivery capabilities.