End-to-end Services

Our services can be tailored for trade customers, distributors, wineries, and vineyards.

Advisory Services

Acquisitions/Divestment and Integrations

We provide independent advice in the buying, selling, and merging of wine brands or companies.

Our range of advice covers: pre-planning, preparation, valuations, due diligence, through to the completion of each transaction.

To ensure each transaction is effectively implemented at an operational level, we provide practical integration advice and support throughout the transition period. Previous experience includes:

1. Montana Wines Ltd acquisition of Corbans Wine Ltd (2000)

2. Allied Domecq acquisition of Montana Wine Ltd (2002)

3. Pernod Ricard acquisition of Allied Domecq (2005)

4. Indevin & Lion NZ acquisition of the Lindauer Wine Company (2010)

Strategy

Strategy is important in the wine industry due to the complexity of long lead times and working capital cycles.

This service builds capability to formulate strategy for existing and startup companies. The objective is to develop a plan that engages all key business functions and is reinforced with a robust commercial plan.

The ability to adapt in a changing environment requires certain levels of flexibility in the strategic approach to ensure the plan maintains relevance.

Sales & Operations Planning – Balancing Inventory

The balancing of inventory levels is one of the most challenging aspects of running a successful wine business.

This is achieved through the implementation of sales and operations planning disciplines that we have tailored specifically to the wine industry. The outcome is an inventory plan that aligns the vintage year with the financial year for each wine blend.

This alignment of the demand and supply functions can be achieved from the following steps:

A balanced inventory plan improves the ROCE (return on capital employed) and is an excellent base to effectively manage: demand risk, working capital, supply strategy, cash flow, and risk to financial performance.

Financial Planning and Analysis

Our management accounting services cover all aspects associated with annual plans, forecasting, reporting, and analysis. An understanding of the profit drivers enhances the delivery of your annual plan. Our services cover all key functions that impact the P&L, balance sheet, and cash flow.

Sales and Marketing

• Category Management

• Revenue Management

• Brand Portfolio Management

• Market and Channel Management

• Sales and Marketing Investment

Operations - Winery, Vineyards, and Supply Chain

• Costing Methodology

• Operational Cost Management

• Production Planning

• Capital Expenditure Management

Distributor Management

The level of collaboration and transparency in this relationship will impact the delivery of your market plan. Techniques to build a better understanding of the distributor partner and improve the relationship helps reduce volatility and risk to your financial performance.