How we work with Other Professional Advisors:

Wine Mergers, LLC works with and supports our clients’ trusted advisors. 

• Accountants
  We advise clients on building value in anticipation of an equity transaction up to five years in the future. Our prescription often includes action items that require additional professional services and management accounting by clients' accountants. The ongoing process allows accountants to bring us in from time to time to review strategy, update the merger-and-acquisition landscape and advise on next steps. This often creates a need for ongoing services and consulting by clients' accountants.
• Attorneys
  Wine Mergers, LLC helps attorneys protect their clients from selling their businesses below true market value by providing the packaging and marketing to attract multiple buyers. We do this in a confidential, competitive environment. If introduced into the process early on, we can identify the legal preparations needed to facilitate a smooth transition. These are services that are not typically provided on a day-to-day basis. Working with clients' attorneys, we can help assure that transactions don't fall apart during due diligence. Environmental issues, for example, can quickly scuttle a deal if not uncovered prior to due diligence. Additionally, in working with clients' attorneys, we can help assure that all intellectual properties, trademarks and trade secrets are documented, thus increasing client companies' valuations.
• Financial and Investment Advisors
  In our experience, many clients of financial and investment advisors are business owners. As such, the value of their companies is likely to be an unacceptable concentration of clients' investment portfolios. Wine Mergers, LLC can help diversify portfolios by selling all or part of their companies. In selling part or all of a company we, in effect, help get more assets under professional management where they are more likely to grow. Likewise, business owners may feel a desire to take some money off the table and reduce their investment risk by selling part or all of their companies. In managing transactions, Wine Mergers, LLC often identifies insurance products such as warranties and representations, COLLARs for stabilizing public stock payments and other vehicles needed for clients' benefit. This can create additional opportunities for advisors offering these products. We work closely with financial advisors and review deal structures to make sure they are in line with existing financial plans and to assure a smooth hand-off of transaction proceeds.
• Lenders
  Wine Mergers, LLC can become a source for additional capital for lenders' clients. We are eminently capable of identifying and securing capital that is greater than balance sheet strength might warrant. We can recapitalize companies through strategic investor opportunities in order to pursue timely opportunities for growth. Our excellent relationships with a variety of investment funds seeking out privately held business provides opportunities for those companies. This is one way we can provide sources of additional capital.