Chadwick Wine Consulting

Chadwick Wine Consulting

Ray Chadwick has served as a wine business consultant and advisor in areas including mergers and acquisitions, strategic planning, brand creation and route-to-market. His clients have included boutique, mid- and large-sized domestic and international wine companies. In addition, he’s helped family offices, law firms and investment banks. Recent clients have included:

A private equity firm that acquired a California winery

Ray assisted the private equity firm and the winery management team on new product development and line extensions. In addition, he provided an overall business strategy and route-to-market strategy.

A law firm involved in a class action lawsuit needs help from wine business consultant

The firm filed against a major publicly traded wine company. Ray advised the law firm on all aspects of the litigation and composed expert reports and rebuttals, thus leading to a successful outcome for the class action.

A major domestic wine company

Ray assisted management in the creation of a strategic plan for the business designed to prepare for a successful exit for the business. As a result, the client was able to successfully conduct the transaction.

A law firm involved in a trademark infringement case

Ray composed expert reports and provided depositions. This led to, as a result, a successful outcome for the defendant.

Financial analysts hoping to better understand

… and interpret the results of a large publicly traded wine company. Ray analyzed published quarterly and annual financial statements, thus providing timely insights and advice to the analysts.

A family owning a major Central Coast vineyard property

Ray assisted the family and management team in their efforts to get into the branded wine business. As a result, the family was able to launch a successful product.

An investment bank wants advice from wine business consultant

Ray teamed up with the bank on a project that subsequently led to a successful conclusion involving the sale of a fast growing wine brand.

A family office seeks wine business consultant

Ray advised the family on an investment in the wine space, including brand strategy and route-to-market. Likewise an exit strategy.

The owner of a Napa Valley vineyard

Ray advised the family on the development and route-to-market strategy for a new brand utilizing the grapes from their vineyard.

A law firm defending a large domestic wine company in a lawsuit

Ray composed expert reports that, as a result, led to a successful outcome in the case.

A major international wine producer needing a wine business consultant

Ray assisted the producer in the development and execution of United States route-to-market strategy.

A major private equity firm considering a large winery acquisition.

Ray advised the firm on all aspects of the acquisition target during the due diligence process.

With years of experience at the top level of wine management, we can help you work your way through the decisions that make all the difference. Wine is a business as well as a passion. We are passionate about making your wine business a success.