“Wine Objectives has gained a strong reputation in this niche market, its consultants having worked in several branches of the wine industry and belonging to the world of winegrowers themselves. We therefore accompany our clients with a “hands-on” knowledge of all the subtleties of their trade. But above all, we are acutely aware that the transfer of a family estate, a wine brand or a trading company requires a commitment to absolute confidentiality and a rigorous business ethic: these are the hallmarks of Wine Objectives.”
Wine Objectives is an independent consultancy specialising in transactions and mergers and acquisitions in the wine and spirits industry.
Our advisory missions are driven by a commitment to absolute confidentiality and a dedication to quality of service and business ethics.
The Wine Objectives team relies on a sectorial know-how which is based on an in-depth knowledge of a complex field which is experiencing an accentuated globalisation with a sustained consolidation trend.
We are often called upon by clients for consultancy missions that require complete discretion. To this end, Wine Objectives is committed to assisting its clients in the execution of their transfer projects with the utmost confidence.
Within the context of its M&A activities, our company is mandated for the sale of numerous domains/brands where this absolute discretion is paramount.
In order to have access to these “off-market” files, our “purchasing” clients are asked to respect a strict modus operandi:
1. Signature of a non-disclosure agreement which specifies, in particular
The scope of the transfer
The definition of confidential information
The obligations of the parties
The duration of the undertaking
2. Providing proof of identity or the first four pages of a passport.
We hope that our purchasing clients will understand the need to follow this modus operandi which, whilst rigorous, allows us to maintain the confidentiality required by some of our “vendor” clients.
The selection and evaluation of potential targets is the first proactive step in an M&A strategy. It involves the definition of selection criteria and then an active search through databases or through a consultancy firm. The main difficulty in this stage is to define the relevant selection criteria and avoid two main pitfalls:
WO Private Office supports many investors in a proactive approach, through a search mandate with a fixed remuneration. The selection criteria are clearly identified and validated by the client, allowing the identification of targets which will be the subject of a comprehensive strategic analysis to determine the strategic fit between the buyer and the target. The first contacts are made in a confidential manner to guarantee the client’s anonymity