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LEADERSHIP

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ERIK MCLAUGHLIN
CEO
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KRISTIN MARCHESI
MANAGING DIRECTOR

Erik brings three decades of experience working in virtually all aspects of the adult beverage and hospitality industries to provide financial, strategic, and M&A advisory services to clients and investors in the Pacific Northwest.

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erik@metis-advisors.com

As a Managing Director, Kristin oversees Metis’ Oregon wine practice.  Kristin grew up on her family’s winery and later spent 15 years running Oregon wineries and vineyards, both legacy and emerging brands.  She’s been involved in multiple M&A transactions as both a seller and a buyer before joining Metis.  Her unique experience and perspective is invaluable help in guiding clients through transactions.

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kristin@metis-advisors.com

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LANCE SPEARS
MANAGING DIRECTOR

Lance brings nearly two decades of specialized CFO and advisory expertise to wineries and grape growers throughout California and Oregon. With MBA and CPA credentials, he has delivered strategic leadership and comprehensive planning for more than 30 family wine businesses, including orchestrating a complete turnaround as President of a barrel cooperage that returned all U.S. facilities to profitability.

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lance@metis-advisors.com

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MADELINE DOW PENNINGTON
DIRECTOR OF
MARKETING

As Director of Marketing, Madeline is instrumental in developing and implementing comprehensive marketing strategies for clients and enhancing awareness around Metis as the premier mergers and acquisitions advisory firm focused on the wine and hospitality industries. With a robust background in marketing, communications, and public relations, Madeline brings over two decades of experience and a proven track record of success to her role at Metis.

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madeline@metis-advisors.com

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JENNIFER MCLAUGHLIN
PRINCIPAL,
DIRECTOR OF REAL ESTATE

Jennifer is a Principal at Metis and leads the company’s Real Estate related services. Her quick wit and creative problem solving help bring people together and achieve successful outcomes for clients. 

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jen@metis-advisors.com

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CHRIS GARRATT
OF COUNSEL

Chris Garratt was a longtime executive at Metis leading the firm’s Hospitality practice prior to founding Birch Creek Advisors to focus exclusively on Hospitality. Birch Creek and Metis continue to collaborate to serve the intersection of the Hospitality and Wine Industries.

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Birch Creek Advisors.

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chris@birchcreekadvisors.com

©2024 Metis LLC

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