Merger & Acquisition Advisor for the Wine Industry

Our Services

Mergers and Acquisitions Services

Since 1990 IWA has initiated and structured numerous transactions in the wine and spirits industry with a total value of over $2 billion. IWA is retained as exclusive sell-side advisors to complete transactions for clients and 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, private equity, family office and financial community who confidentially discuss with IWA what they are looking to acquire and their objectives in an acquisition.

Advisory – Operational Assessment and Forecasting

Serving as a trusted advisor to wine companies, 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.

Strategic Advisors

The IWA team provides advisory services for the structuring of joint ventures, start-up launches of wineries or brands and restructurings.

Valuations & Fairness Opinions

IWA provides valuations and fairness opinions to U.S. and international companies. 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.