services the global wine industry in
two primary capacities: as advisors on corporate strategic
matters; and as advisors on merger and acquisition transactions. The firm’s clientele include wine brands, estate wineries and
vineyard owners that typically meet either of the following criteria:

• annual revenues exceeding $5 million; or
• asset base of at least $10 million.

Proper advising on merger and acquisition transactions requires
advance planning and creative transaction structuring that maximizes the value of winery assets. Zepponi & Company
invests the time required up-front to properly promote a client’s winery assets and position them for a sale or strategic alliance.
The firm has a strong track record of creatively structuring transactions (e.g., earn-outs, ongoing equity participation, etc.)
to address the concerns of prospective buyers while enhancing
the deal economics for clients.

Clients have the added benefit of tapping into a vast network of
seasoned industry resources, and the firm routinely introduces
new clients to experienced tax, legal and wealth management
advisors to assist in the transaction planning and execution
process.

The firm understands that the wine industry is a tight-knit
community and that confidentiality is paramount. Nondisclosure agreements from all prospective buyers and investors are
secured before releasing any confidential information.