Our Services

Mergers and Acquisitions, Corporate Finance and Strategic Advisory Services:

IWA has initiated and structured numerous transactions in the industry with a total value of over $1.5 billion that have included the sale of companies and brands.  IWA is retained as exclusive financial advisors, provides valuations and due diligence services, represents principals in the sale and acquisition of companies and brands and completes analysis of investments for clients.  IWA has a network throughout the world in the wine and liquor industry and financial community.

Wine Industry Real Estate Services:

In addition to buying and selling companies in the industry, in the last few years IWA has completed real estate transactions valued at over $650 million that have included the sale of numerous vineyard and winery properties.

Strategic Planning & General Management:

IWA works with clients as strategic and tactical advisors to the Chief Executive and to the board of directors on the start-up and management of new wine projects, the structuring of joint-ventures, technical and operational issues, on the development of strategic and financial plans and on restructuring companies.  IWA is capable of assuming either functional or general management responsibilities for clients.

Valuations & Fairness Opinions:

IWA provides valuations and fairness opinions to U.S. and international companies in the wine and liquor industry. Our analysis is the first step in a transaction and clients often request that IWA prepare a valuation before deciding on the structure of the transaction. IWA also provides fairness opinions to Boards of Directors in the completion of transactions that have already been negotiated between a buyer and a seller.