Zepponi & Company Overview

  • Service
  • Financing Advisory
  • Founded
  • 2009
Founded
  • Employees
  • 12
Employees
  • Serviced Companies
  • 37
  • Serviced Deals
  • 37
  • Serviced Investors
  • 3

Zepponi & Company General Information

Description

Founded in 2009, Zepponi & Company is a Santa Rosa, California based mergers and acquisitions advisory firm that is dedicated to the beverage alcohol industry and is an active advisor in the North American wine sector. The firm has served as the financial advisor on numerous transactions involving ultra-premium and luxury beverage alcohol brands and assets, including the Bib & Tucker, Mastersons, and Ransom spirits brands, as well as the Diamond Creek, Pahlmeyer, Orin Swift, Meiomi, Patz & Hall, and Penner-Ash wine brands and assets. Additionally, Zepponi & Company has advised some of the industry's largest beverage alcohol companies, including Constellation Brands, Ste. Michelle Wine Estates, Diageo, Jackson Family Wines, F. Korbel & Bros., and King Estate. The firm has offices in Santa Rosa, California, and Portland, Oregon. The firm serves a wide range of clients from family-owned businesses to global, publicly-traded beverage companies. Additionally, Zepponi specializes in the areas of sourcing and securing growth capital as well as advising on partial and full liquidity events.

Contact Information

Website
www.zepponi.com
Year Founded
2009
Service Provider Type
Financing Advisory
Primary Office
  • 200 Fourth Street
  • Suite 250
  • Santa Rosa, CA 95401
  • United States
+1 (707) 000-0000

Zepponi & Company Services to Companies

Service on a Deal (37)

Company Name Service Provided Deal Date Deal Type Deal Amount
Ransom Spirits Advisor: General Feb 2020 00000 0000000
000000000 000000 ( Advisor: General Jul 2019 00000 0000000
00000000 00000000 Advisor: General Mar 2019 00000 0000000
0000 0000 0000000 Advisor: General Aug 2018 00000 0000000
0000 000 000 00000 Advisor: General Aug 2018 00000 0000000
0000000 00000 Advisor: General Jul 2018 00000 0000000
00000 000000 00000 Advisor: General Feb 2018 00000 0000000
0 00000 00000000 ( Advisor: General Aug 2017 00000 0000000
Stagecoach Vineyard Advisor: General Apr 2017 00000 0000000
Bread & Butter Wines Advisor: General Apr 2017 00000 0000000
You’re viewing 10 of 37 services to companies. Get the full list »
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Zepponi & Company Services to Investors

Service on a Deal — Buy Side (3)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Constellation Brands Advisor: General Aug 2015 00000 0000000
000000000 0000000 Advisor: General Dec 2010 00000 0000000
00000000 000000 00 Advisor: General May 2010 00000 0000000
To view Zepponi & Company’s complete services on a deal — buy side history, request access »

Service on a Deal — Sell Side (24)

Investor Name Service Provided Deal Date Deal Type Deal Amount
King Estate Winery Advisor: General Apr 2018 00000 0000000
000000 000 0000000 Advisor: General Apr 2017 00000 0000000
00000 000000 00000 Advisor: General Aug 2016 00000 0000000
0000000 0000000 00 Advisor: General Jul 2016 00000 0000000
00000000 000000 00 Advisor: General Apr 2015 00000 0000000
0000000 0000000 Advisor: General Jan 2015 00000 0000000
0000000 0000000 00 Advisor: General Jan 2015 00000 0000000
00 00000000 Advisor: General Jul 2014 00000 0000000
Premier Pacific Vineyards Advisor: General Jun 2014 00000 0000000
Hahn Family Wines Advisor: General Apr 2014 00000 0000000
You’re viewing 10 of 24 services on a deal — sell side. Get the full list »

Zepponi & Company Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Zepponi & Company Team (16)

Name Title Deals Office Contact
Info
Joseph Ciatti Principal 0 Santa Rosa, CA
Matt Franklin Principal Santa Rosa, CA
Angela Sjoblom Associate & Director of Marketing Santa Rosa, CA
Cindy Larson Operations Manager Santa Rosa, CA
Mario Zepponi Founder 0 Santa Rosa, CA
You’re viewing 5 of 16 team members. Get the full list »