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.
