IWA has initiated and structured numerous transactions in the wine and spirits industry with a total value of over $2 billion that have included the sale of companies, brands and vineyards. IWA is retained as exclusive sell-side advisors to complete transactions for clients, provides valuations and due diligence services, represents principals in the sale of companies and brands and completes analysis of investments for clients. IWA has a network of buyers throughout the world in the wine and spirits industry and financial community who confidentially discuss specifically what they are looking for and their objectives in an acquisition.
Serving as a trusted advisor, the IWA team provides best-in-class advice on winery, vineyard, brand and business models concerns. Our considerable transaction history and long-standing relationships throughout the industry has informed our understanding of market positioning, comparative margin analysis, operational fitness and valuation. As a result, IWA provides assessment of current assets and business models in relation to industry benchmarks, ultimately enabling recommendations of key operational re-positioning and/or improvement of plans to achieve longer-term value and realization of goals.
The IWA team provides advisory services for the structuring of joint ventures, start-up launches of wineries or brands and restructurings.
IWA provides valuations and fairness opinions to U.S. and international companies in the wine and spirits industry. Our analysis is often the first step in a transaction and clients request that IWA prepare a valuation before deciding on the structure of the transaction. IWA has also provided fairness opinions to Boards of Directors in the completion of transactions that have already been negotiated between a buyer and a seller.