Ledger
Chapter 02 · 2015-2019
Institutional Scale
- $150M+ revenue under management
- ~500 employees at peak
- 25-year company
- Regulation D offering: ~$2.5M raised
- Debenture issuances and large credit facilities
- Wholesale revenue $42M to $56M
- More than a dozen retail locations
- Company divested (exit)
Industry
- Food, Beverage and CPG
Functions
- Capital and Transactions
- Finance and Accounting
- Operations and Supply Chain
- Revenue and Channels
- Regulatory and Government Affairs
- People and Organization
Blueprint
Portfolio map: acquired brands, grain-to-glass and grape-to-glass production, co-packing and private label lines
Links in the chain we ran
Build notes
- Grain to glass and grape to glass, including farming and agriculture.
- Expanded lines into organic and gluten-free.
- Heavy co-packing, contract manufacturing, and private label, including international tenders.
- Ran multiple alcohol production types under one roof when others said it could not be done.
- Part of the group that changed Washington law so mobile beer trucks could serve private events as an extension of a taproom.
- Negotiated national retail distribution agreements: $30M revenue lift post-merger, plus $5M after sales team expansion.
- Vertically integrated: our own distributor, direct sales to retailers, and our own bars and restaurants.
Roadblocks cleared
Multiple alcohol production types could not share one facility.
ClearedStructured licensing and operations to run them together.
Washington law did not allow beer trucks at private events.
ClearedPart of the group that changed the law, making mobile service an extension of the taproom. It became the main fundraising vehicle for Friends of St. Augustine.
International
- China
- Japan
- Thailand
- England
- Mexico
- Canada
- Chile
- Certified Public Accountant
- MBA, Finance
- Lean Six Sigma Black Belt