Metis is a leading mergers and acquisitions advisory firm focused exclusively on the wine industry. Metis offers a disciplined, confidential process to select clients. The team is comprised of leaders with over 100 years of combined ownership and management experience in the industry who are strategically located in Napa, Willamette Valley, and Walla Walla. This unique combination of operational and M&A advisory expertise offers clients more than transactional guidance, but the consultation needed to unlock the full value of their business.

OUR SERVICES

SCHEDULE A CONVERSATION ABOUT YOUR BUSINESS

LEARN MORE ABOUT CONFIDENTIAL LISTINGS

Metis assists owners with developing near and long-term strategies to maximize exit values through our extensive research, analytical, and operational capabilities. A Strategic Assessment enables owners to see their business through the eyes of a potential acquirer by normalizing historical earnings, determining strengths and weaknesses, and analyzing market trends - all of which provide valuable insight and direction. The Strategic Assessment includes a current valuation, an analysis of available options, and recommendations of near and intermediary term steps to improve the performance and marketability of your business.

Metis represents owners of companies in the outright sale of their businesses, the divestiture of business units, and in the sale of partial ownership interests, also known as a recapitalization. We work closely with our clients to develop targeted lists of strategic and financial buyers who are qualified to complete the transaction. Metis employs time-tested processes to structure and negotiate transactions to maximize value for our clients. Finally, we remain fully engaged through completion, assisting with the efficient and timely closing of the transaction.

Sometimes the best people to carry your business into the future are people already working in your business. It is not unusual for minority owners or a management group to participate in a refinancing or recapitalization to facilitate the buy-out of existing ownership interests. Metis maintains an extensive network of potential resources to facilitate this process, including commercial banks, private equity funds, and mezzanine finance groups.

Sugarloaf Vineyard drone_20211016_065-Pano-Edit_edited.jpg

our_vision

OUR WORK

We provide advisory services to wine and vineyard industries across the full spectrum of capital transactions. Whether your interest is a partial or complete exit, acquiring a business, recapitalizing a business, a management buyout, or just understanding what your options are a conversation with Metis is a wise place to start. Private business owners are often far less experienced at the M&A process than buyers, which can place them at a costly disadvantage. Our experience and expertise levels the playing field.

OUR CLIENTS

CASE STUDIES

OUR PEOPLE

The Metis team is comprised of industry veterans with substantial operational and leadership experience in the industries served. Every business is unique, and we take the time to understand and present what makes each business special. We manage each assignment through a proven, disciplined process that maintains the utmost confidentiality and produces options and results that typically exceed our client’s expectations.

LEADERSHIP

ATTORNEYS

ABOUT US

Named for the Greek goddess of prudence and wise counsel, Metis is a leading mergers and acquisitions advisory firm focused exclusively on the wine industry. Metis offers a disciplined, confidential process to select clients. The Metis team is comprised of leaders with over 100 years of combined ownership and management experience in the industry who are strategically located in Napa, Willamette Valley, and Walla Walla. This unique combination of operational and M&A advisory expertise offers clients more than transactional guidance, but the consultation needed to unlock the full value of their business.

FAQ