A well-capitalized investment group seeks to acquire an established winery in Napa or Sonoma.
We are focused on operating wineries with demonstrated revenue, positive cash flow, and a proven commercial track record. Ideal opportunities demonstrate consistent demand and a clearly defined brand position. Businesses generating meaningful EBITDA with opportunities for continued margin stability or enhancement are of particular interest.
The preferred winery will have an established brand, diversified or clearly articulated sales channels (DTC, wholesale, or hybrid), and an experienced operations and production team in place, allowing for continuity of winemaking and day-to-day operations. Estate-owned vineyards are attractive, though long-term leased or contracted vineyard arrangements will be considered where supply relationships are stable and well documented.
We are particularly interested in wineries with identifiable opportunities for disciplined growth, including channel optimization, brand expansion, pricing strategy refinement, or operational efficiencies, while maintaining quality and brand integrity.
The investment approach is long-term and stewardship-oriented. We value transparent financial reporting, sound operational practices, and sustainable growth. Transaction structures are flexible and may include full acquisitions or majority investments. This opportunity may be well suited for owners considering succession planning, partial liquidity, or a discreet transition.
All inquiries will be handled with strict confidentiality.
Interested parties are invited to submit a brief overview outlining case production, revenue profile, general profitability metrics, assets included, and ownership objectives.