Wine Industry M&A Trends – Past, Present and Future
Wine industry financial expert Kevin O’Brien will deliver local and global perspectives on the recent wave of wine industry mergers and acquisition transactions. The presentation will leverage global data and research with a particular focus on the drivers of such activity, insights on current market trends, and outlooks for the future.
Kevin O’Brien is a wine, beer, and spirits merger and acquisition advisor at Zepponi & Company with more than 15 years of experience serving as a financial advisor in valuing brands and businesses, counseling businesses on strategic initiatives, and structuring and negotiating purchase and sale transactions.
Kevin has presented on various accounting and finance topics at the American Craft Spirits Association Convention, Craft Brewers Conference, Oregon Wine Symposium, and CiderCon. He is also a lecturer for Sonoma State’s Global Executive MBA in Wine Business program. A licensed CPA, Kevin was recently recognized by Portland Business Journal as a member of the 2019 “Forty Under 40” class for his contributions to the business community.
Whole Cluster Fermentation Intent, Execution, Expression and Analytics The inclusion of whole grape clusters in the red wine fermenter is a concept as old as wine itself. In the modern age, this technique is used with stylistic intent and is implemented with great specificity. Winemakers choose not only the whole cluster percentage, but also [...]
Brushing Up: Current Research and Review of Cellar Sanitation Let’s be picky about the quality and quantity of microbes we want in our wine! Join this discussion of current research on effective winery cleaning chemicals, best practices, and practical suggestions for maintaining a clean cellar, as well as identifying cleaning clinch points in winemaking [...]
Fermentable Nitrogen - Better to Manage in the Vineyard or Winery? Fermentable nitrogen can be managed in the vineyard through vine nitrogen additions or in the winery through amendments. There has been a preference of winemakers to avoid nitrogen additions in the winery, opting for nitrogen management in the vineyard. However, many growers are [...]
Creating and Managing a Successful DTC Commission Program A motivated, inspired sales team is the backbone of any successful DTC program. Join Hallie Whyte and Carrie Kalscheuer for the second year as they dig deeper into how to ensure that your tasting room team is selling effectively through the use of creative bonus and [...]