Cleo Pahlmeyer, Former President, Pahlmeyer Winery

It was a pleasure to work with Zepponi & Co on the sale of our Pahlmeyer and Jayson brands to E&J Gallo.  They are consummate professionals and experienced strategists, and were instrumental in delivering an outstanding result for my family.

Bradd Levitan, Founder, Beso Del Sol

I worked with the Zepponi team in 2018 in efforts to find an appropriate buyer for my Beso Del Sol Sangria brand.  The Zepponi team did an excellent job of securing a core group of potential acquirers from their vast industry relationships.  They managed an efficient process and ultimately helped secure the best candidate and maximized the value of our sale transaction for my shareholders.  Zepponi kept us current on any new developments, with bi-weekly calls, and ultimately helped us close within 90 days of beginning the process.  I would highly recommend Zepponi & Company for any wine and spirits M&A needs.

David R. Duncan, President & CEO Silver Oak

I worked with Zepponi & Company in 2017 to find a buyer for our Geyserville winery facility, as it was no longer core to our operation.  The Zepponi team did an excellent job of helping us prepare the winery for sale and kept our team continually informed during every stage of the process.  Their strong industry relationships and keen understanding of the buyer pool allowed them to locate the ideal acquirer and negotiate a successful sale of our property.  I thoroughly enjoyed working with Zepponi & Company and would highly recommend them.

Russell Joy, Former President & GM, Patz & Hall

Zepponi & Company represented Patz & Hall in our sale to Ste. Michelle Wine Estates in 2016.  It was a pleasure to work with their team of professionals who provided the insights and support we needed to complete the transaction in a very timely manner.  I was impressed with how they prepared us for the process and appreciated the continued guidance throughout.  The most important thing is having someone represent your best interests, and they did an outstanding job at that.

The added bonus is that I like everyone on their team.  They are good people.  I highly recommend them.

Dave Phinney, Founder, Orin Swift Cellars

I have enjoyed working together with Zepponi and Company for many years.  They provided guidance and feedback as I grew the business and helped me properly position the company for a sale.  They were able to locate the ideal buyer, and I couldn’t be more satisfied with the result.  Both personally and professionally, they are in a class of their own.  Simply stated, I wouldn’t do a transaction without them.

Dan Baker, Executive VP, Korbel Champagne Cellars and Kenwood Vineyards

We entered into a partnership/service agreement with Zepponi & Company on or around the end of 2011.  Our business efforts together were excellent.  They were knowledgeable, diligent, and most importantly great to work with.  Should future needs arise for services that Zepponi & Company can provide we most definitely would seek their help.

Rick Tigner, President, Jackson Family Wines

Zepponi & Company are effective partners and have represented several transactions both with JFW as a seller, and more importantly when our company has been a buyer.  They always represent their clients effectively and with the highest ethical and professional standards, while their specialized knowledge of the industry is a powerful asset.  Their strategic insight and effective planning make them a great partner to buyers or sellers.

Adam Lee, Founder, Siduri Wines

Working with Zepponi & Company was a true pleasure.  Mario and the team made the marketing and sale of our business about as painless as possible.  From the beginning, they invested time getting to know our wines, winery, and our way of doing business.  During the process they assisted in getting our finances in order, and then sought and found the ideal partner to invest in our winery.  Once we entered into negotiations, Zepponi & Company treated us like a partner and friend, giving us both factual recommendations and friendly advice.  Throughout the process, they never pushed us to do anything that we didn’t want to do. Rather, they let us guide the entire process and made sure we felt comfortable along the way. Since selling the winery, they’ve continued to check in with us, to see how we are doing.  Altogether, Zepponi & Company was fantastic to work with and we left feeling like we have new friends in a different aspect of the wine business.

Dana Sexton Vivier, Portfolio Manager, GI Partners

GI Partners engaged Zepponi & Company in June 2012 to run a structured process for the disposition of a portfolio of luxury vineyard assets that we manage.  I can say with confidence that their level of organization and attention to detail is superb.  Each sale process has been well thought out, with thorough preparation and an exhaustive search for prospective buyers, both inside and outside of the wine industry.  They are well connected and well respected in the business, and we rely on those important traits as we work to march each deal toward a successful close. They excel at all levels of the process, from the high-level deal making to the nitty-gritty diligence follow through, and we have been highly satisfied with our partnership.