Beaux Freres Vineyard, Ribbon Ridge, Oregon

Sell-Side Advisory 2017
IWA represented Bob Parker and his two partners serving as their exclusive advisors in structuring their partnership with Maisons & Domaines Henriot. Beaux Freres is the leading producer of Oregon Pinot Noir and owns over 30 acres of vineyard in the Ribbon Ridge AVA. Maisons & Domaines Henriot, is one of France’s leading family-owned wine companies. The companies in the group include Champagne Henriot, Bouchard, William Fèvre Chablis and Lejay-Lagoute liqueurs.



Klipsun Vineyards, Red Mountain, Washington

Sell-Side Advisory 2017
IWA represented the owners of Klipsun Vineyards as their exclusive advisors in the sale to Terlato Wine Group. Klipsun is a 120 acre vineyard planted predominantly to Bordeaux varieties and is one of Washington’s best known vineyard sites on Red Mountain. Many leading Washington wineries have used grapes from this vineyard in Klipsun vineyard designate wines. Terlato Wine Group is a leading U.S. wine company and has been owned and operated by the Terlato family for four generations.



A San Benito County vineyard, California

Sell-Side Advisory 2017
IWA represented the owners of a large San Benito County vineyard in the sale of the property to The Wine Group. The Wine Group is one of the USA’s largest privately held wine companies.



Treasury Wine Estates

Sale of The Blossom Hill Winery, San Benito County, California

Sell-Side Advisory 2017
IWA represented Treasury Wine Estates as their exclusive advisors in the sale of their Blossom Hill Winery in San Benito County to Delicato Vineyards. The winery with a capacity of over 30,000 tons is one of the largest wineries in the California Central Coast. Treasury is the largest listed wine company in the world. Delicato is a family-owned winery with a history of farming grapes in California and making wines.



Treasury Wine Estates

Sale of the St. Clement Vineyards winery, St. Helena, Napa  Valley, California

Sell-Side Advisory 2016
IWA represented Treasury Wine Estates in the sale of the historic Napa Valley estate winery, St. Clement Vineyards, to Huneeus Vintners. The sale included the St. Clement winery and site. Treasury is the largest listed wine company in the world.  Huneeus Vintners is one of the Napa Valley's leading estate wine companies.



Trefethen Vineyards

Sale of a Napa Valley Vineyard and Winery Site in the Oak Knoll AVA, Napa  Valley, California

Sell-Side Advisory 2016
IWA represented the Trefethen family in the sale of a  Napa Valley vineyard and permitted winery site in the Oak Knoll AVA to Silverado Partners. The sale included 41 total acres, 38 acres of vineyard and a winery permit. The Trefethen family have been longtime Napa Valley farmers and winery owners. Silverado Partners is an investment fund developing and managing premium wine grape vineyards in California. The company currently oversees more than ten thousand acres of wine grapes in Napa Valley, Sonoma and the Central Coast regions of California.



Ladera Vineyards, a Howell Mountain Vineyard and Historic Winery, Napa Valley, California

Sell-Side Advisory 2016
IWA represented the Stotesbery family in the sale of their Howell Mountain, Napa Valley estate winery and vineyard to The PlumpJack Group. The sale included the historic stone winery that was built in 1886 with 17,500 square feet of caves and 185 total acres with the largest vineyard planting on Howell Mountain of over 82 vineyard acres. The Stotesbery family retained ownership of their Ladera Vineyards business that they founded in 1998. The PlumpJack Group is a California-based hospitality management company whose portfolio includes restaurants, retail stores, hotels and the award-winning Napa Valley wineries, CADE, Odette Winery and PlumpJack Winery.



Field Stone Winery and Vineyard, Healdsburg, California

Sell-Side Advisory 2016
IWA represented the Staten family in the sale of their Alexander Valley Field Stone Winery and Vineyard estate to Jackson Family Wines. The sale included the winery and business and 42 total acres with 27 acres of planted vineyard. Jackson Family Wines is one of California’s largest family owned wine producers. 



Stryker Sonoma, Healdsburg, California

Sell-Side Advisory 2016
IWA represented the Stryker family in the sale of their Alexander Valley winery with 34 total acres including 25 acres of planted vineyard to Foley Family Wines. Foley Family Wines is a wine producer in California, Oregon, Washington and New Zealand. 



DIAGEO North America, Napa, California

Sell-Side Advisory 2016
IWA represented DIAGEO in the sale of their iconic California winery estate, Chalone Vineyard, to Foley Family Wines. Chalone includes 1,000 acres of land,  the historic 240 acres of estate vineyards and the winery. Chalone was a highly rated participant in the 1976 "Judgment of Paris Tasting" and is recognized as a benchmark producer of California Pinot Noir. Foley Family Wines is a wine producer in California, Oregon, Washington and New Zealand. DIAGEO is a multinational alcoholic beverage company and the world's largest producer of spirits.



Hop Kiln Winery, Russian River, Healdsburg, California

Sell-Side Advisory 2016
IWA represented the owners of Hop Kiln Winery in the sale of their Russian River winery and 240 acres of land to Landmark Vineyards. Hop Kiln included the historic winery building, tasting room and 95 acres of planted vineyards (Pinot Noir and Chardonnay). Hop Kiln is a privately owned winery. Landmark Vineyards is owned by The Wonderful Company, a privately held $ 4 billion company.



DIAGEO North America, Napa, California

Sell-Side Advisory 2015
IWA represented Diageo North America as their exclusive advisors in the sale of the Acacia Winery in Napa Carneros to Peju. Assets included the winery, tasting room & 80 acres of planted/plantable vineyards. Peju is a family owned Napa Valley winery.  Diageo is a multinational alcoholic beverage company & the world's largest producer of spirits. 



Talbott Vineyards, Monterey, California

Sell-Side Advisory 2015
IWA represented Robb Talbott & his family & served as their exclusive advisors in the sale of the Talbott Vineyards business and Sleepy Hollow Vineyards to E. & J. Gallo Winery. The Sleepy Hollow Vineyard has over 525 acres of planted vineyard in the Santa Lucia Highlands. The Talbott business is one of California’s leading estate-grown Chardonnay and Pinot Noir producers. E. J. Gallo Winery is the world’s largest family owned winery. 



Treasury Wine Estates Limited (ASX: TWE), Melbourne, Australia and Napa, California

Sell-Side Advisory 2015
IWA served as exclusive M&A advisors and represented Treasury in the sale of their Asti Winery and Souverain brand and inventory to E. & J. Gallo Winery. The Asti Winery spans 535 acres with a winery facility capable of crushing 35,000 tons of grapes and includes 275 acres of Alexander Valley vineyard. Treasury is the largest listed wine company in the world. E. & J. Gallo Winery is the world’s largest family-owned winery.



Olsen Agricultural Enterprises, Willamette Valley, Oregon

Sell-Side Advisory 2015
IWA represented Olsen and was exclusive M&A advisor in the sale of their 6,000 acres of owned / leased Willamette Valley agricultural land to Farmland LP. Olsen was one of Oregon’s largest wine grape growers. Farmland manages over 13,500 owned and leased acres of land in Oregon and California.



Flora Springs Winery – Cypress and Palisades Vineyards, Napa Valley, California

Sell-side Advisory 2015
IWA was retained as exclusive advisor and represented the Komes and Garvey Families in the sale of their 642 acre property in the Napa Valley (258 planted acres of vineyard) to E. & J. Gallo Winery. Flora Springs is a family owned Napa Valley winery. Gallo is the largest privately held winery in the world. 2015



Corby Vineyards, Anderson Valley, California

Sell-Side Advisory 2015
IWA represented the Corby family in the sale of their 150 acre property in the Anderson Valley (70 planted acres of vineyard) to Napa Valley’s Long Meadow Ranch Winery. Corby is a well-established Anderson Valley vineyard. Long Meadow Ranch is a privately owned Napa Valley winery.



Duckhorn Wine Company, Napa Valley, California

Sell-Side Advisory 2015
IWA served as advisors and represented Duckhorn in the sale of their Howell Mountain Candlestick Vineyard to Robert Craig Winery.  Duckhorn is one of Napa Valley's best known wine companies.  Robert Craig produces award-winning wines from mountain vineyards in Napa Valley.



Entertainment Properties Trust (NYSE: EPR)

Sell-Side Advisory 2014
IWA represented EPR in the sale of their Alexander Valley vineyard property to Foley.  EPR is a publicly traded REIT.  Foley is one of the USA's largest privately held wine businesses.



LaTour Vineyard, Napa Valley, California

Sell-Side Advisory 2014
IWA represented the LaTour family in the sale of their Mount Veeder vineyard to the Gamble family. The Gamble's are one of the Napa Valley's largest vineyard owners.



Gehrts Vineyard, Dundee, Oregon

Sell-Side Advisory 2014
In IWA's second Oregon transaction with Burgundy's Louis Jadot, IWA represented Gehrts Vineyard in the sale to Jadot. Gehrts is one of the most highly rated vineyards in the Dundee AVA. Louis Jadot is one of Burgundy's leading wine producers.



Sagemoor Vineyards, Pasco, Washington

Sell-Side Advisory 2014
IWA served as financial advisors to and represented Sagemoor Vineyards in the sale to Allan Brothers.  Sagemoor is a highly respected and diversified farming operation with over 1,300 acres of wine grapes, cherries and apples.



The Four Graces, Dundee, Oregon

Sell-Side Advisory 2014
IWA was retained as exclusive advisors to The Four Graces and represented the company in the sale to Foley Family Wines.  The Four Graces is one of Oregon's leading wineries. 



Terlato Wines, Chicago, Illinois

Sell-Side Advisory 2013
IWA served as advisors to Terlato Wines and initiated the sale of Alderbrook Winery, Sonoma County, (excluding the brand) to a private investor.  Terlato Wines is a leading importer and marketer of luxury wines in the United States.



Resonance Vineyard, Oregon

Sell-Side Advisory 2013
IWA represented Resonance Vineyard as exclusive advisors in the sale to Louis Jadot.  Resonance Vineyard is located in the Yamhill-Carlton AVA and is one of Oregon's most highly rated Pinot Noir vineyards.  Louis Jadot is one of Burgundy's leading wine producers.



Mayacamas Vineyards, Napa Valley, California

Sell-Side Advisory 2013
IWA represented Mayacamas Vineyards as exclusive advisors in the sale to a private investor group.  Mayacamas is a historic producer of Napa Valley Cabernet Sauvignon and was a highly rated participant in the famous 1976 "Judgment of Paris Tasting".


Silverado Hill Winery, Napa Valley, California

Sell-Side Advisory 2013
IWA represented Silverado Hill Winery in the sale to the Laird Family Estate.



 

Pine Ridge Vineyards, Napa Valley, California

Sell-Side Advisory 2013
IWA represented Pine Ridge in the sale of a Rutherford vineyard to a private investor.



Lancaster Estate, Healdsburg, California

Sell-Side Advisory 2012
IWA served as advisors and represented Lancaster Estate and Roth in the sale to Foley Family Wines. 



Sausal Vineyard & Winery, Healdsburg, California

Sell-Side Advisory 2012
IWA served as advisors and represented Sausal Vineyard and Winery in the sale to Silver Oak Cellars. 



Grupo Codorniu (Artesa Winery, California), Spain

Sell-Side Advisory 2012
IWA served as advisors and represented Artesa Winery, the U.S. subsidiary of Grupo-Codorniu in the valuation and sale of an Alexander Valley vineyard to Duckhorn Vineyards (GI Partners).


 

Moet Hennessy USA (Domaine Chandon), California

Sell-Side Advisory 2012
IWA served as advisors, initiated the transaction and represented Domaine Chandon in the sale of a Sonoma County vineyard asset to Sangiacomo Family Vineyards.



 

Constellation Brands, New York

Sell-Side Advisory 2012
IWA served as exclusive advisors to Constellation Brands and initiated the sale of the Blackstone Winery in Kenwood, California to a private wine industry investor.

 

Diageo North America, New York

Sell-Side Advisory 2011
IWA served as the exclusive advisor to Diageo North America and initiated the sale of Edna Valley Vineyard to E. & J. Gallo Winery.  Edna Valley Vineyard is a 300,000 Chardonnay and Pinot Noir winery from California's Central Coast.  Diageo is the leading producer and marketer of alcoholic beverages in the word.  E. & J. Gallo is the world's largest family owned wine company.

 

Laurel Glen Vineyard, California

Sell-Side Advisory 2011
IWA served as the exclusive financial advisor and real estate broker to Patrick Campbell and completed a sale of his Laurel Glen business and vineyard on Sonoma Mountain to a group of private investors. Laurel Glen is recognized as one of California’s benchmark Cabernet Sauvignon wine producers and over the years has received the highest accolades from leading wine journalists and opinion leaders in the USA.



Pacific Rim Winemakers, Washington

Sell-Side Advisory 2010
IWA served as exclusive financial advisors to Randall Grahm and completed a sale of Pacific Rim Winemakers to the Mariani family, owners of Banfi Vintners. Pacific Rim is one of the USA’s fastest growing Riesling wineries and was voted 2010 American Winery of the Year by Wine Enthusiast Magazine. Banfi is America’s longest running privately held fine wine importer and owns Tuscany’s premier vineyard estate, Castello Banfi of Montalcino. In 2006 IWA represented Randall Grahm and Bonny Doon in the sale of the Big House brand to The Wine Group.



St. George Spirits and Craft Distillers, California

Sell-Side Advisory 2009-2010
IWA served as exclusive financial advisors to St. George Spirits and Craft Distillers and completed a sale of the Hangar One vodka business and trademark.  The Hangar One vodka brand is a leader int the U.S. ultra premium craft distilled vodka category and was sold to the Beckmann family, owners of Jose Cuervo Tequila, one of the world's largest privately held liquor companies.  St. George Spirits and Craft Distillers are leaders in the American craft distilled spirits business.



McManis Family Vineyards, California

Strategic Advisory 2009-2010
IWA was originally engaged by one of California’s family-owned vineyard and winery operations to first evaluate the business. This included a strategic review and financial analysis of the winery and vineyard business. A number of IWA recommendations were implemented.



Brown-Forman, Louisville, Kentucky

Sell-Side Advisory 2010
IWA served as the advisors and initiated the sale of a California wine industry asset for Brown-Forman. The Brown-Forman Corporation is one of the largest American-owned global wine and spirits companies.



Constellation Brands, New York

$234 Million Sell-Side Advisory 2008
IWA served as advisors to and represented Constellation in their sale of certain California and Pacific Northwest wine assets to Ascentia Wine Estates. The assets included the sale of Geyser Peak, Buena Vista, Gary Farrell, Atlas Peak, XYZin in California; Columbia Winery and Covey Run in Washington and Ste. Chapelle in Idaho. This transaction resulted in the creation of a new wine company with annual sales of over 1 million cases. Constellation Brands is a leading international producer and marketer of beverage alcohol.



The Yalumba Wine Company, Australia

Sell-Side Advisory 2008
IWA served as advisors to and represented Yalumba in their sale of a Rutherford, Napa Valley vineyard to Long Meadow Ranch. Yalumba is Australia’s oldest family owned winery. Long Meadow Ranch is a privately held and well known Napa Valley winery.



Davis Bynum Winery, Healdsburg, California

Sell-Side Advisory 2007 & 2008
IWA served as the exclusive strategic advisor to Davis Bynum and initiated the sale of their brand to Klein Family Vintners in August, 2007. IWA also served as advisor and initiated the sale of the winery and vineyards to a private investor in March, 2008. Davis Bynum is a leading Russian River producer of Pinot Noir.



Chateau Potelle, Napa Valley, California

Sell-Side Advisory 2007
IWA acted as exclusive strategic and financial advisor to Chateau Potelle and initiated the sale of the winery and vineyard property to Jackson Family Farms. Chateau Potelle is a well respected Mount Veeder estate. Jackson Family Farms is a subsidiary of privately held Kendall-Jackson Vineyard Estates.



Hedin Vineyard, Healdsburg, California

Sell-Side Advisory 2007
IWA acted as exclusive advisor in the valuation and sale of the vineyard to Leslie Rudd. Hedin is a well known Russian River vineyard property. Leslie Rudd owns Rudd Estate, a leading Napa Valley Estate and this acquisition will be used as a Sonoma base for his company.



Havens Wine Cellars, Napa Valley, California

Sell-Side Advisory 2006
IWA acted as exclusive advisor to Havens in the valuation and sale of the winery and vineyard to Billington Imports. Havens is a leading producer of Napa Valley Syrah and Merlot. Billington is a wine importer and marketer.



Koves-Newlan Winery, Napa Valley, California

Sell-Side Advisory 2006
IWA acted as exclusive financial advisor to Koves-Newlan in initiating and completing the sale of the winery and vineyard to a private buyer. Koves-Newlan is a producer of Napa Valley wines.



Bonny Doon Vineyard, Santa Cruz, California

Sell-Side Advisory 2006
IWA served as exclusive and strategic financial advisor to Bonny Doon and provided a valuation of the entire company prior to initiating and managing the sale of the Big House and Cardinal Zin brands to The Wine Group. Bonny Doon is owned by Randall Graham and is one of California’s best known wine companies. The Wine Group is the third largest wine company in the USA.



Cline Cellars, Sonoma, California

Sell-Side Advisory 2005
IWA served as exclusive strategic financial advisors for Cline Cellars and initiated the sale of their Red Truck brand to 585 Wine Partners. Cline is a leading producer of Sonoma County wines. This transaction resulted in the creation of 585 Partners, a new US wine marketing company.



Campari, Milan, Italy

Financial Advisory 2005
IWA acted as exclusive financial advisors to Campari to evaluate a $100 million liquor brand acquisition. IWA initiated the discussions on behalf of Campari with the principals of the selling company, developed extensive financial valuation models for the acquisition and provided due diligence services to Campari.



Wild Horse Winery & Vineyards, Templeton, California

$34 Million Sell-Side Advisory 2003
IWA acted as financial advisors to Wild Horse in a plan to reduce debt. After completion of a valuation IWA initiated and managed a sale of the business to a subsidiary of Jim Beam (Fortune Brands). This was the second winery acquisition by Jim Beam that IWA had advised on.



Wells Fargo Business Credit, California

Financial Advisory Spring & Summer, 2003
IWA served as the exclusive, strategic wine industry advisor to Wells Fargo during the bankruptcy of DeLoach Vineyards. IWA evaluated the DeLoach bankruptcy work-out plans, prepared and implemented alternative work-out scenarios, valued the business, court testimony and wine industry benchmark data.



The Chalone Wine Group, California

Buy-Side Advisory & Financial Advisory 2000-2001
IWA acted as exclusive advisors to Chalone on a number of projects in 2000 & 2001. IWA was retained to locate a Napa Valley winery or vineyard and Chalone acquired the prestigious Hewitt vineyard in Rutherford. IWA also served as advisors to Chalone and their Washington partners in Canoe Ridge Vineyards to provide a valuation of the business, to assist Chalone in the buy-out of their local partners. Canoe Ridge is a leading ultra-premium Washington wine producer.



Masi Agricola, Italy

Strategic Advisory 1999-2001
IWA served as advisors to Masi in the development of their strategic and financial plan for a new project in Argentina. Masi is a leading producer of ultra-premium Italian wines and was developing a new vineyard and winery project in Argentina.



Jim Beam (Fortune Brands), USA

$98 Million Buy-Side Advisory 1998-2001
IWA acted as financial advisor to Jim Beam and provided strategic management and due diligence services in their acquisition of Geyser Peak Winery in California. Following the acquisition IWA continued to work with Beam on related issues. This was the first wine acquisition made by Jim Beam.



European Bank for Reconstruction & Development (EBRD), London

$61.5 Million Strategic Advisory 1998
IWA served as strategic advisor to EBRD to provide due diligence services and an assessment and review of the business plans submitted to the Bank by Domaine Boyar to provide $61.5 million of debt & equity financing with ING Barings. Domaine Boyar is Bulgaria’s largest wine company. EBRD was established in 1991 following the collapse of communism to aid in the transition to market economies.



Sonoma-Cutrer Vineyards, California

Sell-Side Advisory & Fairness Opinion 1998-1999
IWA acted as advisor to Sonoma-Cutrer in obtaining an additional competitive bid for the company and provided a fairness opinion on the lead offer from Brown-Forman. Sonoma-Cutrer is a well-known ultra-premium estate grown California Chardonnay producer and was sold to Brown-Forman.



Stellenbosch Farmers Winery, South Africa

Strategic Advisory 1998
IWA acted as advisor to SFW to conduct a global strategy review for the company. SFW is the largest producer of wines and spirits in South Africa and in 2001, SFW merged with Distillers Corporation, another leading South African wine and beverage company, to form Distell.



Mildara Blass (Fosters Brewing Group), Australia

Strategic Advisory 1996-1999
IWA served as strategic advisors to Mildara Blass to develop and implement a global growth strategy to produce wines in other New World countries. As Project Manager, IWA developed projects in the USA and Chile: a joint venture in Chile with Vina Santa Carolina and the start-up of winemaking operations in California. Mildara Blass, Australia’s fourth largest wine company, was acquired by Fosters in 1995.



Paragon Vineyard, California

Strategic Advisory 1996-2000
IWA acted as advisors to Paragon and initiated and negotiated a joint-venture with Southcorp Wines of Australia. A joint venture was established and IWA worked in a general management role to provide direction on financial, production, brand development and other marketing issues. Southcorp was Australia’s largest wine company.



Vina Errazuriz, Chile

Strategic Advisory 1995
IWA acted as advisor to Errazuriz in structuring their joint-venture with Robert Mondavi on the Caliterra business. Errazuriz is a well-known ultra-premium Chilean wine business and built a successful brand of Chilean wine with Robert Mondavi.



Charles Krug Winery, Napa Valley, California

Strategic Advisory 1995
IWA served as the strategic advisor to Charles Krug in re-staging the CK Mondavi brand. A five year strategic plan was developed for a brand re-launch (incl. product re-formulation, supply, re-positioning & re-packaging, marketing and sales, etc.). The CK Mondavi brand was re-launched in September, 1995. Charles Krug announced that sales of CK Mondavi had grown to 490,000 cases in 1996, an increase of over 225% from the previous year. Charles Krug is one of Napa Valley’s oldest wineries and is owned by the Peter Mondavi family.



Hinman Vineyards (owned by Chambers Corp.), Oregon

Strategic Advisory 1995
IWA served as advisors to Hinman in the preparation of a five year strategic plan with the management team. Hinman is an ultra-premium Oregon wine business.



Southcorp Holdings, Australia

Buy-Side Strategic Advisory 1993
IWA served as the strategic financial advisor to Southcorp and provided due diligence and financial analysis of the 25 leading USA winery targets for Southcorp’s strategy to expand into the US wine industry with a major acquisition. Southcorp is the owner of leading Australian wine producers: Penfolds, Lindemans, Wynns and others.



Heublein (a division of Diageo), California

Sell-Side Strategic Advisory 1992-1993
IWA served as advisors to Heublein and initiated and managed the sale of the historic Greystone Building in Napa Valley to The Culinary Institute of America and the Oakville Winery to Pelissa & Hale. Heublein is a subsidiary of Diageo, the largest beverage alcohol company in the world.



Bodegas AGE, Spain (Banco Banesto, Spain)

Strategic Advisory 1991-1993
IWA served as exclusive strategic advisor to Bodegas AGE on the development and implementation of international marketing strategies. Bodegas AGE is the second largest producer of Rioja wines and the IWA engagement started immediately following the company’s acquisition by Banco Banesto from Guiness (Diageo) and lasted for three years.



Vina San Pedro, Chile (Banco Banesto, Spain)

Financial & Strategic Advisory 1990-1993
IWA served as financial and strategic advisor to Vina San Pedro and provided a company valuation and initiated discussions with international strategic investors. IWA continued to serve as strategy advisor in product development, international initiatives and in the engagement of an international winemaking team. Vina San Pedro is Chile’s third largest winery and was the Chilean wine subsidiary of Banco Banesto, Spain’s largest bank.