METIS
Metis is the leading Mergers & Acquisitions advisory firm focused specifically on wineries and vineyards. With over 100 combined years of experience in wine and hospitality operations, finance, and M&A advisory work, the Metis team offers a disciplined approach that produces consistent outcomes for clients.
OUR SERVICES
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STRATEGIC ASSESSMENTSMetis 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.
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SELL-SIDE ADVISORYMetis 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.
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BUY-SIDE ADVISORYMetis also represents business owners seeking to acquire another firm or division. We have successfully completed numerous engagements, addressing a broad range of strategic goals including: acquiring market share, broadening product offerings, geographic and distribution channel expansion, and revenue diversification.
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BUSINESS RECAPITALIZATIONSOften a complete sale is not the desired outcome for founders or owners of a business. For a variety of personal or strategic reasons, such as funding growth or capital investments, expanding professional capabilities, reducing and diversifying risk, facilitating the exit of one or more partners, or simply taking money off the table a Recapitalization may be the ideal next step for a business.
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MANAGEMENT BUYOUTSSometimes 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.
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 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.
ABOUT US
Our firm is named after Metis, the Greek goddess of prudence and wise counsel. Metis (and our antecedent company) have been trusted advisors since 1991. Our team is comprised of leaders with ownership and management experience specifically in the sectors we serve. This combination of operational, finance, and M&A advisory experience is unique amongst M&A firms and offers clients true industry expertise, not just transaction advice. This expertise is paired with a disciplined process that manages every engagement with upmost confidentiality and produces results that typically exceed client expectations.
