LATEST CREDENTIALS

LD VINS

GENERAL INFORMATION

  • Founded in 1992 by Thierry Decré and the late Frédéric de Luze, L.D. Vins is a Bordeaux wine merchant specialised in the region’s fine wines.
  • Today the company generates a turnover of over 50 million euros of which 70% generated on export markets and ranks among the leaders of Bordeaux wine merchants.
  • Headquartered in Bordeaux, L.D. Vins has a workforce of over 35 employees with two footholds in the United States and in China and sells wines in over 50 countries.

DESCRIPTION OF THE MISSION

  • Exclusive capital structuration mandate given to Wine Bankers & Co by L.D. Vins.
  • LBO transaction with the management of L.D. Vins (Thierry Decré, Laurent Bonnet and Delphine Cuchet).
  • Simultaneous capital increase in order to strengthen the company’s position as a prominent Bordeaux wine merchant and to move forward with its development.
  • Long term partnership signed with Mr. Jacky Lorenzetti and his wife Françoise, owners of the rugby club Racing Metro 92 and several wine estates including Château Pédesclaux, Château Lilian Ladouys and Château d’Issan (50%) through their investment holding company Ovalto.

MAISON CHAMPY

GENERAL INFORMATION

  • Historically, Maison Champy is a Burgundy’s first wine merchant house as its business dates back to the early 18th Century (1720).
  • Maison Champy which directly farms over 20 hectares of vineyard markets both domain wines through Domaine Laleure-Piot and Clos de la Chapelle and wines under its own brand.
  • Maison Champy has a rich cultural heritage with its historic cellars in Beaune and its headquarters listed as Historical Monuments.

DESCRIPTION OF THE MISSION

  • Exclusive sale mandate given to Wine Bankers & Co by Maison Champy.
  • Maison Champy was acquired by Groupe AdVini which owns 2 195 hectares of vines in France as well as Ken Forrester Vineyard and the wine estate L’Avenir in South Africa.
  • This acquisition enables Groupe AdVini to strengthen its presence in the Burgundy region after the merger in 2009 with Groupe Laroche which farmed over 250 hectares of vineyard in four wine-growing regions worldwide. This merger between Groupe Laroche and Jeanjean SA gave birth to Groupe AdVini.

CHÂTEAU DE LA DAUPHINE

GENERAL INFORMATION

  • Château de La Dauphine owns and produces wine on an estate of around 40 hectares in the Canon Fronsac and Fronsac appellations which produces over 200 000 bottles per year.
  • Château de la Dauphine's First Wine has gained great renown with wine professionals and journalists alike and is now considered as one of the best from the Libournais region.
  • The estate features a beautiful 18th century château built by Victor Louis at the heart of its vineyards forming a natural amphitheatre overlooking the Dordogne river, an ambassador estate for wine tourism and a great source of pride for Bordeaux's Right Bank.

DESCRIPTION OF THE MISSION

  • Exclusive sale mandate given to Wine Bankers & Co by the HALLEY family.
  • The acquisition was realized by FCB SA, private holding company of the LABRUNE family. FCB is the majority shareholder of Cegedim whose annual turnover reaches over 500 million Euros.
  • The spirit of the transaction has always remained the will to pursue the work done by the HALLEY family on the estate: to produce great wines with a biodynamic farming approach which would express the finess and the estate's terroir, reinforce the estate's bond with its Bordeaux wine merchants and develop wine tourism.

MAS BELLES EAUX

GENERAL INFORMATION

  • Mas Belles Eaux is a large and famous wine estate taking roots in the merger of Château Sainte Hélène and Château Belles Eaux.
  • The estate stands on over 100 hectares of land with close to 65 hectares of planted vines producing 400 000 bottles per year featuring a complete range of a dozen wines from Languedoc.
  • The estate enjoys an exceptionnal and fully protected environment largely due both to classification as Sensititive Natural Area and to the great care provided by the last owner, AXA Group.

DESCRIPTION OF THE MISSION

  • Exclusive sale mandate granted to Wine Bankers & Co by AXA Millésimes, a subsidiary of the French insurance company AXA, an owner of several elite wine estates in France (Bordeaux, Burgundy) and Europe (Portugal, Hungary).
  • The acquisition was realized by Grands Chais de France (GCF) group, an industry leader in French wine and spirits production boasting a turnover of over 900 million Euros essentially generated on export markets.
  • The acquisition enables GCF to strengthen its production in the Languedoc region through a new premium offer of AOC wines.

MAISON PASCAL BOUCHARD

GENERAL INFORMATION

  • Maison Pascal Bouchard is an independent family-owned wine merchant of Chablis fine wines whose shareholders also possess a 36 hectare vineyard in Chablis.
  • The comprehensive wine range of Maison Pascal Bouchard covers every appellation in Chablis including three Grand Cru wines and four Premiers Crus. The production varies between 600 000 and 1 000 000 bottles every year.

DESCRIPTION OF THE MISSION

  • Exclusive sale mandate given to Wine Bankers & Co by the Bouchard family for the wine merchant activity as they wish to dedicate themselves to running their family vineyard in Chablis.
  • The sale has been completed by Maison Albert Bichot, one of the oldest wines merchants in Burgundy. The aim of this transaction is to consolidate its Chablis based production and distribution activity.

FAMILY OWNED BURGUNDY GFA

GENERAL INFORMATION

  • The family owned GFA sold consists of close to fifty hectares spread from:
    - Côte de Beaune in the appellations of Corton Grand Cru and Beaune,
    - To the Côte Chalonnaise with Mercurey 1er Cru, Givry 1er Cru, Mercurey, Givry and all other burgundy regional appellations.

DESCRIPTION OF THE MISSION

  • Exclusive sale mandate given to Wine Bankers & Co by the selling family.
  • This family has a longstanding presence in Côte de Beaune and Côte Chalonnaise for many generations.
  • The sale has been completed by a prominent family owned French institutional investor.

CHÂTEAU CHAUVIN

GENERAL INFORMATION

  • Château Chauvin has been classified Grand Cru Classé of Saint-Emilion since the origin of the classification in 1954 and was confirmed during the latest classification in 2012.
  • The estate spreads over 15 hectares of Grand Cru Classé land located in the northwestern part of Saint-Emilion, a few hundred meters from Château Cheval Blanc and its neighboring estate Château La Dominique. An average yearly production of 65 000 bottles of First wine, tasted by the eminent wine critic Robert Parker on a regular basis and rated between 88 and 92/100 on every vintage.

DESCRIPTION OF THE MISSION

  • Exclusive acquisition advisory mandate given to Wine Bankers & Co by Ms Sylvie CAZES.
  • Acquisition of Château Chauvin by Ms Sylvie CAZES and her three children. Ms Sylvie CAZES is an iconic figure of the wine and culinary industry in Bordeaux co-owner of Château Lynch-Bages, 5ème Cru Classé in 1855 in Pauillac, owner of a Michelin-starred restaurant in Bordeaux and a luxury wine tourism agency.
  • Acquisition of Château Chauvin from the ONDET family (Béatrice and Marie-France ONDET), owner of the wine estate since 1891.

CHÂTEAU SIAURAC AND CO

GENERAL INFORMATION

  • Siaurac And Co is a Bordeaux Right Bank wine group focusing on terroir excellence and which comprises:
    -Château Le Prieuré (Saint-Emilion) located near many Premiers Grands Crus Classés A and B (Château Trotte Vieille, Château Troplong-Mondot…),
    -Château Vray Croix de Gay (Pomerol) whose plots neighbour those of the iconic Châteaux Le Pin and Pétrus,
    Château Siaurac, a prominent estate of Lalande de Pomerol.
  • These wine estates encompass over 56 hectares of vineyard on the most prestigious appellations of Bordeaux’s Right Bank.

DESCRIPTION OF THE MISSION

  • Exclusive fundraising (capital increase) mandate given to Wine Bankers by the shareholders, the GOLDSCHMIDT family.
  • The restructuration of the group through a capital increase was realized by Groupe Artémis Domaines (PINAULT family), a new shareholder and strategic partner to Siaurac And Co. Artémis Domaines is the owner of elite wine estates such as Château Latour (1er Grand Cru Classé 1855 in Pauillac), Domaine d’Eugénie (in Vosne-Romanée in Burgundy), Château Grillet (unique monopole appellation in the Rhône Valley) or Araujo Estate Wines in the US.

QUINTA DA ROMANEIRA - PORTUGAL

GENERAL INFORMATION

  • Quinta da Romaneira is an exceptional 420 hectare estate in the Douro Valley of which 85 hectares planted in vines exposed South overlooking the Douro River. A boutique hotel Relais & Châteaux is located on the estate.
  • Part of the vineyard is distinguished and ranked A, the highest soil classification, enabling the production of port wine.
  • The Quinta, famous since the 17th and 18th century was already described as making some of the best wines of the region and praised by many.

DESCRIPTION OF THE MISSION

  • Exclusive acquisition advisory mandate given to Wine Bankers & Co by an ultra high net worth international family.
  • First investment in the wine industry for the acquirer.
  • Acquisition from IDI, a renowned French private equity fund and private investors.

CADUS

GENERAL INFORMATION

  • CADUS was created in 1996 as a partnership between Groupe Vicard (cooperage) and Maison Louis Jadot (prominent wine producer in Burgundy).
  • This cooperage firm is located in Burgundy at Ladoix Serrigny not far from Beaune with state of the art recent production facilities.

DESCRIPTION OF THE MISSION

  • Exclusive sale mandate given to Wine Bankers & Co by Groupe Vicard for the sale of its shares in Tonnellerie CADUS.
  • Tonnellerie CADUS has reached its maturity and a turning point in its history enabling the company to take its independence. This evolution was enabled thanks to the long standing positive relationships in this successful partnership.

CLOS DE PAULILLES

GENERAL INFORMATION

  • Located on the township of Port-Vendres on the seaside, Clos de Paulilles which is a preserved site is one of the most spectacular vineyards in France.
  • Spreading over a little under 100 hectares for over sixty hectares of vineyard on the Banyuls and Collioure appellations, the wines from Clos de Paulilles can boast a very positive image and reputation.
  • Clos de Paulilles is also famous for its seaside restaurant open during the summer, a genuine landmark in the region praised for its peaceful environment.

DESCRIPTION OF THE MISSION

  • Exclusive sale mandate given to Wine Bankers & Co by the DAURE family.
  • The sale has been completed by Maison Cazes, a major player in the Roussillon wine industry founded in 1895 owned by Groupe AdVini since 2004. Group Cazes currently owns over 220 hectares of vines producing each year 14 different wines.

CHÂTEAU BERNADOTTE

GENERAL INFORMATION

  • Château Bernadotte, benefits from the "Cru Bourgeois" recognition and has been continuously awarded high ratings in the wine industry, amongst the best of its appellation.
  • It operates a 40-hectare vineyard in Saint-Sauveur near Pauillac, within the Haut-Medoc AOC appellation, with a yearly production of around 200,000 bottles.

DESCRIPTION OF THE MISSION

  • Exclusive sale mandate given to WINE BANKERS & Co by Group Champagne Louis Roederer.
  • The sale has been completed by King Power Group which operates a retail network under a vast brand portfolio of various categories including first class brands such as Hennessy, Remy-Martin, Martell, Courvoisier, Camus, Dom Pérignon, Château Lafite-Rothschild, Château Mouton-Rothschild, Cartier, IWC, La Perla and Godiva and is also known in France for having previously acquired Agatha.

CHÂTEAU MONCETS

GENERAL INFORMATION

  • Château Moncets is located at the intersection of the prestigious Pomerol, Lalande de Pomerol, Saint-Emilion and Montagne Saint-Emilion appellations just a few hundred metres from Pétrus, on the highly qualitative soil of the Néac plateau.
  • This prestigious wine estate spreads over 26 hectares of which 20 hectares planted with vines producing Lalande-de-Pomerol and Montagne-Saint-Emilion wines.

DESCRIPTION OF THE MISSION

  • Exclusive acquisition advisory mandate given to Wine Bankers by a French family office.
  • First acquisition for the acquirer in the wine industry.
  • Acquisition of Château Moncets (Lalande de Pomerol) from the DE JERPHANION family.

DOMAINE DU CHÂTEAU DE CHOREY

GENERAL INFORMATION

  • Domaine du Château de Chorey is one of the large vineyards of Côte d’Or covering 14,55 hectares spread on three neighbouring appellations.
  • The estate produces every year an average of 100 000 bottles mainly distributed through on-trade channels and on export markets (Netherlands, Switzerland, United Kingdom, Japan, China).

DESCRIPTION OF THE MISSION

  • Exclusive sale mandate given to WINE BANKERS & Co by the Germain family.
  • The sale has been completed by a consortium of local wine merchants led by Maison Louis Jadot and Maison Remoissenet after a competition process.

CHÂTEAU LASCOMBES

GENERAL INFORMATION

  • Château Lascombes was classified Second Growth of Margaux in the Bordeaux wine official Classification of 1855.
  • This worldwide famous estate comprises more than 110 hectares in the heart of the Bordeaux vineyards. Château Lascombes is the first producer volume wise of the Margaux AOC with an annual production over 500 000 bottles, which are marketed all around the world and are mainly distributed in the USA (40%), in Asia (30%) and in Europe (30%).

 

DESCRIPTION OF THE MISSION

  • Exclusive acquisition advisory mandate given to Wine Bankers & Co by MACSF, the number one mutual insurance company for health professionals in France with 20 billion dollars in Assets under management.
  • Acquisition of Château Lascombes (Margaux) from Colony Capital after a competition process.

CHÂTEAU GRILLET

GENERAL INFORMATION

  • Château-Grillet, one of the outstanding French domains, covers over 3.5 hectares of vineyard in a single bloc under the Château-Grillet AOC from which its name comes from, being a Monopole of this appellation.
  • It produces each year between 10 000 and 15 000 bottles of a very characteristic wine, expression of its unique terroir, valued by fine wine connoisseurs throughout the world.

DESCRIPTION OF THE MISSION

  • Exclusive sale mandate given to WINE BANKERS & Co by the shareholding families of Château-Grillet.
  • The sale has been completed by Groupe Artémis, owner of the exceptional estates Château Latour, Premier Grand Cru Classé (1855) in AOC Pauillac and Domaine Eugénie in Vosne-Romanée.

DOMAINE RENÉ MANUEL

GENERAL INFORMATION

  • Domaine René Manuel (Labouré Roi) is known for owning plots amongst the best of Meursault's vineyards including the Meursault 1er Cru Monopole Clos des Bouchères and the Meursault Monopole Clos de la Baronne.
  • The domain covers close to 8 hectares on prestigious appellations of Burgundy including two famous crus monopole of Meursault.

DESCRIPTION OF THE MISSION

  • Exclusive acquisition advisory mandate given by Domaines Roulot and Comtes Lafon, two of the prominent family domains of Burgundy, both located in Meursault.
  • Realised a financing round in order to raise capital from a consortium of North-American investors for the transaction.
  • Acquisition of Domaine René Manuel (Labouré Roi) from groupe Cottin Frères after a competition process.

CLOS PETITE BELLANE

GENERAL INFORMATION

  • Clos Petite Bellane Domain is located South East of Valréas on the plateau of Vinsobres, at the heart of the Papal Enclave. The Valréas wine region is in the northern part of the Southern Côtes du Rhône.
  • The vineyard covers 44 hectares surrounding the Estate.

DESCRIPTION OF THE MISSION

  • Exclusive advisory mandate from Mr. Stephane Vedeau, owner of the negociant La Ferme du Mont, in an acquisition and fundraising process.
  • Fundraising and acquisition of Clos Petite Bellane in Côtes du Rhône.