Zepponi & Company Overview
- Service
-
Investment Bank
- Year Founded
-
2009
- Serviced Companies
-
57
- Serviced Deals
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57
- Serviced Investors
-
5
Zepponi & Company General Information
Description
Founded in 2009, Zepponi & Company is an investment bank based in Santa Rosa, California. The bank provides services in merger and acquisition transactions, as well as corporate finance matters. The firm serves the global beverage alcohol industry, agriculture, beverages, and food products.
Contact Information
Website
www.zepponi.comYear Founded
Corporate Office
- 200 Fourth Street
- Suite 250
- Santa Rosa, CA 95401
- United States
Zepponi & Company Services to Companies
Service on a Deal (57)
Zepponi & Company has provided services on 57 deals. It last acted as a general advisor to Laetitia Vineyard & Winery on a . The deal was made in 2024.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Laetitia Vineyard & Winery | Advisor: General | Aug 2024 | ||
| Ram's Gate Winery | Advisor: Actuarial | May 2024 | ||
| Lone Oak Vineyard | Advisor: General | Jan 2024 | ||
| North Coast Wine Co. | Advisor: General | May 2023 | ||
| Denner Vineyards | Advisor: General | Nov 2022 | ||
| Fitvine Wine | Advisor: General | Nov 2022 | ||
| Constellation Brands (Wine and Spirits Portfolio) | Advisor: General | Oct 2022 | ||
| Northwest Wine Company (Eola Springs Vineyard) | Advisor: General | Sep 2022 | ||
| Beau Joie Champagne | Advisor: Financial Due Diligence | Apr 2022 | ||
| Lingua Franca | Advisor: General | Mar 2022 |
Zepponi & Company Services to Investors
Service on a Deal — Buy Side (5)
Zepponi & Company has provided buy side services on 5 deals. It last acted as a general advisor to The Plumpjack Group on a made for . The deal was made in 2022.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| The Plumpjack Group | Advisor: General | Aug 2022 | ||
| Harrow Cellars | Advisor: General | Aug 2020 | ||
| Constellation Brands | Advisor: General | Aug 2015 | ||
| Silverado Premium Properties | Advisor: General | Dec 2010 | ||
| Delicato Family Wines | Advisor: General | May 2010 |
Service on a Deal — Sell Side (27)
Zepponi & Company has provided sell side services on 27 deals. It last acted as a general advisor to Hahn Family Wines on a . The deal was made in 2023.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Hahn Family Wines | Advisor: General | Jun 2023 | ||
| Robert Sinskey Vineyards | Advisor: General | Nov 2022 | ||
| WX Brands | Advisor: General | Jun 2022 | ||
| Treasury Wine Estates | Advisor: General | Nov 2021 | ||
| King Estate Winery | Advisor: General | Apr 2018 | ||
| Silver Oak | Advisor: General | Apr 2017 | ||
| Santa Colina Vineyard | Advisor: General | Aug 2016 | ||
| Premier Pacific Vineyards | Advisor: General | Jul 2016 | ||
| Cuvaison Estate Wines | Advisor: General | Apr 2015 | ||
| Burgess Cellars | Advisor: General | Jan 2015 |
Zepponi & Company Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Zepponi & Company FAQs
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When was Zepponi & Company founded?
Zepponi & Company was founded in 2009.
-
Where is Zepponi & Company headquartered?
Zepponi & Company is headquartered in Santa Rosa, CA.
-
What service provider type is Zepponi & Company?
Zepponi & Company's service provider type is Investment Bank.
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