CHÂTEAUNEUF DU PAPE

GENERAL INFORMATION

• Nearly 30 hectares of vines including 20 hectares in a single block in the township of Bédarrides in the Châteauneuf-du-Pape appellation, one of the most renowned in the Rhône Valley,
• This vineyard is unique in that it is planted equally in red and white grape varieties,
• With famous direct neighbors such as the Domaine du Vieux Télégraphe, the estate is located on high-quality terroirs in a highly sought-after sector of the appellation.

DESCRIPTION OF THE MISSION

• Exclusive co-sale mandate given by Amundi to             Wine Bankers & Co,
• One of the largest vineyard land transactions in this appellation,
• The transaction involving several regional estates will enable them to expand or establish themselves in this particularly prized appellation.

CHÂTEAU ROMANIN

GENERAL INFORMATION

• Flagship of the Baux-de-Provence appellation, Château Romanin is located in the township of Saint-Rémy-de-Provence at the heart of the Alpilles massif,
• Covering over 200 hectares, the estate includes a
  57-hectare vineyard farmed according to biodynamic principles since 1988, being one of the pioneers of this farming method,
• At the foot of the ruins of a 13th Century castle built by the Templars, the Domain benefits from a remarkable production tool, including a cathedral cellar carved in the rock,
• Château Romanin produces an average of
  150 000 bottles per year of white, rosé and red wines.

DESCRIPTION OF THE MISSION

• Exclusive sale mandate of Château Romanin given by Brigitte San Quirce to Wine Bankers & Co,
• Château Romanin was acquired by Stan and Carolyn Sheetz, an American couple passionate about Baux-de-Provence,
• The transaction enables the Sheetz family to realize its first investment in the French vine-growing sector.

DOMAINE ALBERT MOROT

GENERAL INFORMATION

• Family-owned for the past two centuries, Domaine Albert Morot is located in an exceptional setting in the immediate vicinity of Beaune’s historical center and in the heart of its appellation,
• The Domain’s vineyard extends over 8 hectares farmed according to organic principles and covers 9 Climats including 8 Premier Cru Climats in the iconic townships of Beaune and Savigny-lès-Beaune,
• It is one of the few iconic independent wine estates in appellation Beaune Premier Cru,
• Domaine Albert Morot produces an average of
  35 000 bottles per year of red and white wines.

DESCRIPTION OF THE MISSION

• Exclusive sale mandate of Domaine Albert Morot given by the Choppin de Janvry family to Wine Bankers & Co,
• Domaine Albert Morot was acquired by Guillaume Poitrinal and his family, a renowned entrepreneur in the real estate industry and French heritage defender,
• The transaction enables the Poitrinal family to realize its first operational investment in the wine sector.

DOMAINE EN CÔTE CHALONNAISE

GENERAL INFORMATION

• Benefitting from an elite vineyard on the most prestigious Climats within the appellation Givry, the Domain located in Côte Chalonnaise extends on nearly 14 hectares,
• Almost entirely in Premier Cru, the vineyard is farmed following sustainable and responsible farming principles,
• The Domain distributes its wines in over 25 countries through a performing distribution network based on cross-functional distribution channels.

DESCRIPTION OF THE MISSION

• Exclusive acquisition advisory mandate of a Domain in Côte Chalonnaise given to Wine Bankers & Co by private investors,
• Acquisition of the share majority from its historic shareholders,
• The transaction enables the new shareholders to confirm their passion for the wine sector and is in line with their desire to perpetuate the history of the Domain.

CHAMPAGNE HENRIOT

GENERAL INFORMATION

• Created in 1808, Champagne Henriot is a prestigious champagne house in Reims jointly owned by the Pinault and Henriot heirs' families since 2022,
• The Champagne house owns, farms and sources grapes from a selection of the most sought-after crus (mostly Grands Crus and Premiers Crus) in the most renowned terroirs,
• Benefiting from a strong visibility abroad, Champagne Henriot distributes its wines throughout exclusive distribution networks.

DESCRIPTION OF THE MISSION

• Exclusive acquisition advisory mandate of Champagne Henriot given to Wine Bankers & Co by Terroirs & Vignerons de Champagne (TEVC),
• Acquisition of 100% of Champagne Henriot from Artémis Domaines, holding company of the Pinault and Henriot heirs’ families owning top-quality vineyards (Château Latour, Clos de Tart, Bouchard Père & Fils, Champagne Jacquesson, Domaine d’Eugénie, etc.),
• Created from the merger between CV-CNF (Nicolas Feuillatte) and CRVC (Castelnau), TEVC pursues its premiumization strategy through the acquisition of Champagne Henriot.

CHAMPAGNE AR LENOBLE

GENERAL INFORMATION

• Created over a century ago in Damery, Champagne AR Lenoble is an independent craft Champagne house managed by the Malassagne family,
• The House’s vine-grower approach relies on a            15-hectare base of family vines in Chouilly (Grand Cru), Bisseuil (Premier Cru) and Damery, combined with innovative vinification and ageing works thanks to the perpetual wine reserve kept in magnums under cork,
• Its unique diversity of vineyards, a sensitive winemaking approach and widely praised wines have made Champagne AR Lenoble one of the most qualitative and award-recognized family Champagne houses.

DESCRIPTION OF THE MISSION

• Exclusive control sale mandate of Champagne AR Lenoble given by Anne and Antoine Malassagne’s family branches to Wine Bankers  & Co,
• The acquisition has been completed by the Frère-Gallienne family through their private holding company FG Bros. The latter is a shareholder in the listed investment group GBL, holds stakes in CNP and is a co-shareholder in Château Cheval Blanc in Saint-émilion alongside LVMH,
• In order to maintain the continuity of the work accomplished with his sister Anne over the past three decades, Antoine Malassagne remains a partner and operationally involved in the company.

DOMAINE DES CHAUCHOUX

GENERAL INFORMATION

• Founded in 1920, Domaine des Chauchoux covers the townships of Rully, Pommard and Fontaines,
• The vineyard extends over 20 hectares of which             5 hectares on Rully Premier Cru vines,
• The company realized over 1 M€ revenues in 2022, in constant growth since 2017, with production regularly exceeding 80 000 bottles.

DESCRIPTION OF THE MISSION

• The Belleville family has entrusted Wine Bankers & Co to reorganize Domaine des Chauchoux’ shareholding structure,
• The Belleville family acquired the shares of the majority shareholders Frédéric and Corinne Dussart through a holding company,
• This transaction enables the Belleville family to remain a family estate, to pursue the Domain’s extension and to facilitate its future transmission.

CHÂTEAU PEYRABON

GENERAL INFORMATION

• With a wine growing history going back over 250 years, Château Peyrabon benefits from the Cru Bourgeois Supérieur distinction, being part of the most qualitative and renowned wines of its appellation,
• Located in the township of Saint-Sauveur, near Pauillac, the estate covers 41 hectares of which 5 hectares are in AOP Pauillac (Château La Fleur Peyrabon wine) and       36 hectares are in AOP Haut-Médoc (Château Peyrabon and Château Pierbone wines),
• Château Peyrabon was owned since 1998 by Millésima, a leader in online wine distribution, managed by the Bernard family who has invested heavily in the estate over time.

DESCRIPTION OF THE MISSION

• Sale mandate of Château Peyrabon given by the Bernard family to Wine Bankers & Co,
• The acquisition has been completed by Philippe Castéja (through BCAP group), a figure of Bordeaux wine merchants and the managing shareholder of Borie-Manoux. The family group has over ten châteaux in the Bordeaux wine region, including the Grands Crus Classés 1855 Châteaux Batailley and Lynch-Moussas in Pauillac, Château Trotte Vieille (Premier Grand Cru Classé « B » of Saint-émilion), etc.,
• Millésima will continue to distribute Châteaux Peyrabon and La Fleur Peyrabon.

DOMAINE DE LA BÉGUDE

GENERAL INFORMATION

• A historic property of the region, Domaine de la Bégude benefits from an exceptional geographic location with an altitude between 350 and 420 meters at the top of the emblematic Bandol appellation,
• The Domain extends over nearly 300 hectares at the core of which around forty hectares of vines cultivated according to the organic farming principles are nestled in a mosaic pattern,
• Among the jewels of its appellation, La Bégude’s wines are praised by the most renowned wine critics for the expression of the clay-limestone soil on which the property is located and their great ageing potential.

DESCRIPTION OF THE MISSION

• Exclusive sale mandate of Domaine de la Bégude given by the Tari family to Wine Bankers & Co,
• The acquisition has been completed by Christian Roulleau and his family, owner of the Samsic group (the leader in integrated business services) and since 2019 of Château Dauzac, Grand Cru Classé of Margaux,
• Guillaume Tari will accompany the new General Manager Laurent Fortin over the next few years in order to carry on the work undertaken for over 25 years.

CLOS DU CHAPITRE

GENERAL INFORMATION

• Managed by Amundi, GFAV Le Clos du Chapitre owned a 5-hectare vine plot in appellation Fixin Premier Cru Clos du Chapitre Monopole,
• Clos du Chapitre, one of the three clos monopole in the appellation Fixin Premier Cru, was operated by a single wine-grower yet whose wines were sold by several negociant winemakers including Maison Louis Jadot, Maison Méo-Camuzet Frère & Soeurs, etc.

DESCRIPTION OF THE MISSION

• Exclusive acquisition advisory mandate of Clos du Chapitre given to Wine Bankers & Co by Maison Louis Jadot,
• Acquisition of a significant part of Clos du Chapitre’s vines from the GFAV managed by Amundi,
• The transaction enables Maison Louis Jadot to expand its prestigious vineyard surface area while offering a liquidity solution  to all GFAV’s syndicated shareholders.

GENERAL INFORMATION

• In 2019, Édouard Roy, Jérôme Queige and Camille Jullien decided to put forward a new vision of Champagne,
• Champagne EPC is characterized by its innovative approach, the industry virtuous production model with winegrowers, its modern and approachable communication as well as the digitalization of the customer experience with an in-house tool based on artificial intelligence,
• Aurose, a rosé from Provence, was created in 2022 to expand the brand portfolio.

DESCRIPTION OF THE MISSION

• Exclusive fundraising mandate for a capital increase of Grinclair, parent company owning the two brands EPC and Aurose, given to Wine Bankers & Co by the founders and historical investors,
• In this context, several family offices and private investors have subscribed to a capital increase,
• This capital increase will enable Grinclair to accelerate its growth and continue to develop its innovative vision.

CHÂTEAU CLIMENS

GENERAL INFORMATION

• Premier Cru Classé of the Official 1855 Bordeaux Classification and pioneer in biodynamic farming in Bordeaux, Château Climens extends over 31 hectares of vines in a single block of the Sauternes-Barsac appellation,
• Undisputable worldwide icon of sweet wines since the 16th Century, the « Lord of Barsac » benefits from an exceptional terroir where the limestone is outcropping under the clayey sands,
• The wines of the Domain are revered by great connoisseurs and professionals altogether for their purity, singular dazzle and unequalled consistency,
• Château Climens recently created Asphodèle, a dry white wine worthy of this great terroir.

DESCRIPTION OF THE MISSION

• Exclusive sale mandate of Château Climens given by Bérénice and Lucien Lurton to Wine Bankers & Co,
• The acquisition of a majority stake has been completed by Jean-Hubert Moitry and his family (Patrimonia) as their first investment in the wine sector,
• Bérénice Lurton who managed the estate for the past
  30 years will retain an advisory role in the management of Château Climens, in order to transfer and perpetuate the family know-how.

CHÂTEAU ANGÉLUS

GENERAL INFORMATION

• As an iconic estate of Saint-émilion and Bordeaux, Château Angélus was granted in 2012 the elite status of Premier Grand Cru Classé « A »,
• Located on an exceptional terroir in the heart of the Saint-émilion limestone plateau, the Domain covers over       80 hectares of vines mainly in Saint-émilion’s appellation,
• Château Angélus and its legendary vintages benefit from an undeniable worldwide reputation recognized by the most renowned critics,
• Over the last few years, the Domain has developed a high-end hospitality activity, a crown jewel asset for the estate in the heart of Saint-émilion and Bordeaux.

DESCRIPTION OF THE MISSION

• Exclusive sale mandate of a significant minority stake of Château Angélus given by historical family shareholders to Wine Bankers & Co,
• The acquisition has been completed by current family shareholders.

DOMAINE DES CHÉZEAUX

GENERAL INFORMATION

• Inherited by the Mercier family for several generations, Domaine des Chézeaux covers nearly 4 hectares of vines including 2 hectares of Grands Crus and 1 hectare of Premiers Crus, in the heart of the three emblematic townships of Gevrey-Chambertin, Chambolle-Musigny and Morey-Saint-Denis,
• The Domain's vineyard covers some of the most prestigious climates of Côte de Nuits, such as Chambertin, Griotte-Chambertin, Clos-Saint-Denis, Chambolle Les Charmes, etc.,
• Domaine des Chézeaux is the main owner of Griotte-Chambertin Grand Cru, with nearly 60% of the total surface of this climate.

DESCRIPTION OF THE MISSION

• Exclusive sale mandate of GFA Domaine des Chézeaux given by the Mercier family to Wine Bankers & Co,
• The sale has been completed by Charles and Anne-Sophie Van Canneyt, coming from a line of renowned Burgundy owners, who are making their first investment in the context of their installation,
• This extremely rare realty opportunity enables the couple to consider great prospects for the development of their domain.

GENERAL INFORMATION

• Founded in 1912 by Henri Lhopital and located in Damery, Champagne House J. de Telmont has been owned by the founding family for 4 generations,
• The Champagne House sources grapes from trusted winegrowers and from the vines directly and indirectly farmed by the Company,
• J. de Telmont is a high-end Champagne House firmly committed to a demanding environmental-friendly winemaking approach. It is part of the vanguard on organic and biodynamic agriculture in Champagne.

DESCRIPTION OF THE MISSION

• Exclusive sale mandate of Champagne House J. de Telmont and related companies given by Pascale and Bertrand Lhopital to Wine Bankers & Co,
• The Champagne House was acquired by Rémy Cointreau, a family-owned French spirits group owner of numerous high-end brands such as the Rémy Martin and Louis XIII cognacs as well as the Cointreau liqueur,
• Ludovic du Plessis will chair J. de Telmont alongside Bertrand Lhopital who will serve as Technical Director in order to perpetuate and transmit the family savoir-faire.

GENERAL INFORMATION

• Managed by Artémis Domaines (Pinault family) since 2014, this wine division brings together the best terroirs of each of Bordeaux Right Bank most prestigious appellations:
  -Château Le Prieuré was awarded the status of Grand Cru Classé since the origin of Saint-Émilion’s wine estate classification in 1955,
  -Château Vray Croix de Gay, among the most renowned estates of Pomerol,
  -Château Siaurac, an icon of AOP Lalande-de-Pomerol,
• The vineyard of 55 hectares is entirely certified organic and is partially farmed following biodynamic principles.

DESCRIPTION OF THE MISSION

• Exclusive sale mandate of this prestigious wine-growing division given to Wine Bankers & Co by Artémis Domaines,
• The group was purchased by Suravenir, a subsidiary of Crédit Mutuel Arkéa, owner since 2012 of Château Calon Ségur, 3ème Grand Cru Classé of Saint-Estèphe,
• Founded in 1984, Suravenir is one of France's leading life insurance companies and generated 5,1 Bn€ revenues in 2019,
• The will to pursue the quality work done by Artémis Domaines’ team has always been the key concern during this transaction.

CHAMPAGNE LALLIER

GENERAL INFORMATION

• Founded in 1906 in Aÿ, one of the 17 « Grand Cru » villages in Champagne, Champagne Lallier is ranked among the top 20 largest Champagne houses (UMC*),
• In 2019, the Champagne House sold around 1 million bottles of Champagne, including nearly   700 000 bottles under the brand Champagne Lallier, sold mainly on export markets and to cafés, hotels and restaurants,
• Champagne Lallier managed by Francis Tribaut has grown steadily over the last 15 years and currently sources over one hundred hectares of grapes in Champagne, part of which owned by the company itself.

DESCRIPTION OF THE MISSION

• Exclusive acquisition advisory mandate of Champagne House Lallier given to Wine Bankers & Co by Campari Group,
• Acquisition of 80% of Champagne Lallier from the family holding company of Francis Tribaut, SARL FICOMA, with a medium-term route to full ownership. Francis Tribaut will continue to run the company,
• Founded in Milan in 1860, Campari Group is one of the world's leading companies in the premium and super-premium spirits industry and owns more than 50 brands such as Campari, Aperol, SKYY, Grand Marnier and Wild Turkey,
• This partnership enables Campari Group to complete its product range in the premium segment.

GENERAL INFORMATION

• Domaine de Terrebrune is an iconic family estate of the prestigious Bandol appellation, located in the township of Ollioules facing the bay of Sanary-sur-Mer,
• Since its creation by the Delille family in 1963, the Domain organically farms over 30 hectares of vines in the heart of the Bandol appellation on its unique clayey-limestone Triassic terroir,
• Domaine de Terrebrune produces around 140 000 bottles of wine yearly, mainly from Mourvèdre grapes for red and rosé wines and from Clairette grapes for white wines.

DESCRIPTION OF THE MISSION

• Exclusive capital and financial restructuration mandate of Domaine de Terrebrune given to Wine Bankers & Co,
• The French businessman Jean d'Arthuys has subscribed to a capital increase and thus entered the wine sector alongside the Delille family,
• This partnership enables Reynald Delille, the current manager and historical shareholder, to  pursue the development of Domaine de Terrebrune.

VINOLOK

GENERAL INFORMATION

• Vinolok is the worldwide leader of glass and crystal closures dedicated to the premium international wine and spirits markets,
• Headquartered in Czech Republic, Vinolok is a fast-growing company which experienced a 16 M€ turnover for an 5,3 M€ EBITDA in its last fiscal year,
• Vinolok’s highly specialized team comprises circa 170 employees,
• Since 2011, Vinolok was fully-owned by the Czech Group Preciosa, world’s top producer and supplier of Czech crystal components mainly intended for the jewelry and fashion industries.

DESCRIPTION OF THE MISSION

• Exclusive M&A advisory mandate given to Wine Bankers & Co by the Portuguese Group Corticeira Amorim,
• Through its subsidiary Amorim & Irmãos, Corticeira Amorim has acquired 50% of Vinolok from the Preciosa Group, which will remain shareholder alongside Corticeira Amorim, ensuring the shared management of the company,
• Founded in 1870, Corticeira Amorim is the world’s largest cork-processing company representing close to 35% of the worldwide transformed production,
• The historic partnership between these two innovation-driven stakeholders of the cork and glass industries should contribute to the internationalization of Vinolok’s sales.

DOMAINES LATRILLE

GENERAL INFORMATION

• Founded in 1958 by Pierre-Yves Latrille, Domaines Latrille is among the leaders and largest independent family properties of the Jurançon AOC,
• The estate comprises Château Jolys, historic property of the appellation and Château de Jurque, a confidential 10 hectare property acquired in the 2000s,
• With close to 37 hectare of vineyard planted with Petit Manseng and Gros Manseng, Domaines Latrille produce around 200 000 bottles yearly divided into 11 cuvées.

DESCRIPTION OF THE MISSION

• Exclusive sale mandate of Domaines Latrille given to Wine Bankers & Co by the Latrille Family,
• The estate was purchased by the holding company of Mr. Michel Boutin, Chairman, Chief Executive Officer and majority shareholder of the main player in memorial services in Quebec,
• This acquisition enables the buyer, who will be personally involved in the Domaine’s operational activities with his spouse, to enter the wine sector.

MAISON HENRI ABELE

GENERAL INFORMATION

• Henri Abelé Champagne House, one of the oldest Champagne Houses which dates back to 1757, is located in Reims’ historical city center and boasts large traditional cellars caved in chalk,
• The Champagne House managed to secure long term contracts with loyal wine growers mostly from the Côtes des Blancs vineyards, the Montagne de Reims and the Vallée de la Marne,
• Henri Abelé sells around 300 000 bottles yearly, exclusively on-trade through specialized and traditional distribution channels and also to some of the most prestigious institutions worldwide (UNESCO, the Elysée Palace, royal courts of Europe, etc.).

DESCRIPTION OF THE MISSION

• Exclusive acquisition advisory mandate of Champagne House Henri Abelé given to Wine Bankers & Co by Centre Vinicole – Champagne Nicolas Feuillatte (CV-CNF),
• The Champagne House was acquired from the Henkell-Freixenet Group stemming from the corporate merger of two family-owned groups Henkell and Freixenet in 2018. The target company was owned by Freixenet since 1985,
• CV-CNF, whose flagship brand Nicolas Feuillatte is n°1 in France and n°3 worldwide continues its value strategy in a Champagne market driven by brand premiumization and therefore steps up its development.

DOMAINE HENRI REBOURSEAU

GENERAL INFORMATION

• A family heritage passed on for many generations, Domaine Henri Rebourseau is among the largest wine estates of the famous township of Gevrey-Chambertin in Burgundy.
• The Domain farms over 13 hectares of vines of which over 5 hectares are located on Grands Crus climates (Chambertin, Chambertin Clos de Bèze, Charmes-Chambertin, Mazis-Chambertin, Clos Vougeot).

DESCRIPTION OF THE MISSION

• Exclusive sale mandate of the majority interests in the family assets of Domaine Henri Rebourseau given to Wine Bankers & Co by several family shareholder branches.
• The majority interests were purchased by the Domain’s operating company which welcomed the holding company SCDM (Bouygues family) as a new shareholder for the transaction.
• Mr de Surrel and two of his children will remain involved in Domaine Henri Rebourseau’s management.

LA CROIX D'ARDILLERES / J. DE TELMONT

GENERAL INFORMATION

• Founded in 1912 in Damery, Maison J. de Telmont is an family independent Champagne House owned by Pascale and Bertrand Lhopital.
• Maison J. de Telmont is regularly ranked among the 20th largest Champagne houses by the Union of Champagne Houses (UMC).
• Owning a vineyard of over 30 hectares, Maison J. de Telmont is one of the pioneers of biodynamic agriculture and winemaking in Champagne. It also sources close to 60 additional hectares of grapes yearly.
• Maison J. de Telmont mainly distributes its wines on export markets, coffees, hotels and restaurants in France, as well as to Champagne connoisseurs.

DESCRIPTION OF THE MISSION

• Pascale and Bertrand Lhopital have mandated Wine Bankers & Co for an exclusive advisory mission related to the capital and financial restructuration of Groupe J. de Telmont, including its real estate and wine merchant companies.
• In this context, Groupe Lanson-BCC has subscribed to a capital increase for part of the family’s farming and real estate company.
• Following this transaction, the family has provided Maison J. de Telmont with the necessary funds to maintain its complete independence and to finance its future growth.

CHATEAU DOMEYNE

GENERAL INFORMATION

• Located in the heart of the prestigious Saint-Estèphe appellation, Château Domeyne obtained the Cru Bourgeois label in 1932.
• Neighbouring Château Calon-Ségur’s vineyard (3ème GCC estate), Château Domeyne covers over 8,7 hectares of vines planted on deep clayey gravels enabling the estate to produce around 50 000 bottles yearly.
• The estate was acquired in 2006 by the spouses Claire Villars-Lurton and Gonzague Lurton who also own Châteaux Durfort-Vivens (2ème GCC, Margaux), Ferrière (3ème GCC, Margaux), Haut-Bages Libéral (5ème GCC, Pauillac), La Gurgue (Margaux) and Acaibo (Sonoma).

DESCRIPTION OF THE MISSION

• Exclusive sale mandate of Château Domeyne given to Wine Bankers & Co by the spouses Claire Villars-Lurton and Gonzague Lurton.
• The estate was purchased by Natacha and Vincent Ginestet, heirs of major Bordeaux wine estates owners.
• The spirit of the transaction has always been the will to pursue the work of Claire Villars-Lurton and Gonzague Lurton in order to establish Château Domeyne among the best crus of its appellation.
• Eric Boissenot will remain the consultant winemaker for Château Domeyne.

CLOS LABARDE

GENERAL INFORMATION

• Clos Labarde is a family estate whose vineyard plots are located on clay-limestone subsoils in the immediate vicinity of some of the most famous estates of Saint- Emilion.
• With 4,71 hectares including   4,59 hectares of vines on the Saint-Emilion Grand Cru appellation, the estate produces every year around 20 000 bottles.
• Its vineyard plots, adjacent to Château Troplong Mondot and Château Mondotte Bellisle, are ideally located. These two estates are owned by the French reinsurer SCOR since late 2017.

DESCRIPTION OF THE MISSION

• Exclusive acquisition advisory mandate given to Wine Bankers & Co by Château Troplong Mondot, Premier Grand Cru Classé « B » of Saint-Emilion.
• The estate was acquired from the Bailly family including from Clos Labarde’s former manager Nicolas Bailly.
• This acquisition of an adjacent estate is a rare real estate opportunity and enables Château Troplong Mondot to expand its vineyard on exceptional quality terroirs in the Saint-Emilion Grand Cru appellation.

CHATEAU DE SANCERRE

GENERAL INFORMATION

• Landmark of Centre-Val de Loire region and Sancerre appellation history, Château de Sancerre is one of the only eponymous estates of its appellation in France.
• Built in 14th Century and acquired in 1919 by the founder of Grand Marnier liquor, Louis-Alexandre Marnier-Lapostolle, Château de Sancerre became an asset of the Italian company Campari following its takeover of Société des Produits Marnier Lapostolle (Grand Marnier) in 2016.
• The Estate which farms a 55 hectare vineyard produces 450 000 bottles per year and generates a turnover of 3,5 M€ in 2016 including 70% on foreign markets.

DESCRIPTION OF THE MISSION

• Exclusive sale mandate of Château de Sancerre given to Wine Bankers & Co by Société des Produits Marnier Lapostolle (Campari).
• Château de Sancerre was acquired by an important wine merchant of the Loire region Maison Ackerman, subsidiary of one of the main French cooperative groups Terrena.
• This acquisition enables Maison Ackerman to consolidate its position as a prominent wine merchant in the Loire region and to strengthen its high end wine range, acquiring an iconic estate of the prestigious Sancerre appellation.

CHATEAU MONDOTTE BELLISLE

GENERAL INFORMATION

• Château Mondotte Bellisle is a family estate whose vineyard plots are located in the immediate vicinity of some of the most famous estates of Saint-Emilion.
• With 7,3 hectares including 6,7 hectares of vines from the Saint-Emilion Grand Cru appellation, the estate produces around 45 000 bottles of wine every year.
• Its geographical location and the close proximity of its vineyard plots with several Grand Cru and Premier Grand Cru Classé estates reflect the quality of the estate’s soils.

DESCRIPTION OF THE MISSION

• Exclusive acquisition advisory mandate given to Wine Bankers & Co by Château Troplong Mondot, Premier Grand Cru Classé B of Saint-Emilion.
• The sale was completed by the Hibert family including a second estate in Saint-Magne-de-Castillon: Château La Rose Beauséjour (Castillon Côtes de Bordeaux AOC).
• This acquisition of an adjacent estate is a rare real estate opportunity and enables Château Troplong Mondot to expand its vineyard on quality terroirs.

CHATEAU TROPLONG MONDOT

GENERAL INFORMATION

• Château Troplong-Mondot is an historical exceptionnal estate located at the heart of Saint-Emilion.
• The estate was ranked Premier Grand Cru Classé B in 2006, genuine recognition of its exceptionnal nature with 33 hectares of vines on slopes planted in a single block at an altitude of 106 meters with a full 360-degree exposure.
• The estate is internationnally renowned for its elite wines benefiting from a terroir worked with precision and the upmost attention of Christine and Xavier Pariente for 35 years.
• Equiped with modern production facilities, the estate produces around 150 000 bottles per year.

DESCRIPTION OF THE MISSION

• Exclusive sale mandate of Château Troplong Mondot given to Wine Bankers & Co by the Pariente-Valette family.
• The transaction scope includes the Michelin-star restaurant « Les Belles Perdrix », located at the top of the estate.
• The estate was purchased by the French group SCOR, fourth reinsurer in the world which generated 13,8 billion euros of revenues in 2016.
• The spirit of the transaction has always remained the will to pursue the work done by the Pariente-Valette family.

CHATEAU FONROQUE

GENERAL INFORMATION

• The iconic estate Château Fonroque located on the Saint-Emilion plateau has had the Grand Cru Classé status since the origin of the classification of the Saint-Emilion wines in 1955.
• Moueix family’s historical craddle since 1931, the estate had been managed since 2001 by Alain Moueix who initiated the quality renaissance of the estate and is a pionneer of biodynamic agriculture in Bordeaux wine region.
• Château Fonroque owns close to 20 hectares including 17 hectares of vineyard that is entirely farmed according to the principles of biodynamic agriculture and enabling Château Fonroque to produce around 100 000 bottles of wine every year.

DESCRIPTION OF THE MISSION

• Exclusive sale mandate of Château Fonroque given to Wine Bankers & Co by the Moueix and Curat families.
• The estate was acquired by CHG Participations, M. Hubert Guillard’s family holding, founder of the first French creditor insurer “La Compagnie Européenne de Prévoyance“ (also known as CBP Group).
• This acquisition enables M. Guillard who already owns the Burgundy Hotel in Paris to set foot in the wine industry.
• Alain Moueix will remain an active and essential advisor for the management of the estate in the future years.

MANOIR MURISALTIEN AND DOMAINE BELLEVILLE

GENERAL INFORMATION

• Located in Rully, Domaine Belleville is a prominent estate in the appellation as it is the largest Premier Cru owner of the area in terms of number of climates.
• Domaine Belleville’s modern production facilities enable winemaking on its own vineyard of over 20 hectares located in Côte Chalonnaise and in Côte d’Or.
• Manoir Murisaltien which has been a wine merchant company since 1947 is located close to Clos Mazeray in Meursault and owns one of the largest cellars in Côte de Beaune.
• Manoir Murisaltien produces and sells wines from village appellations of Côte de Beaune to the most prestigious Grands Crus of Côte de Nuits.

DESCRIPTION OF THE MISSION

• Exclusive sale mandate of Domaine Belleville and Manoir Murisaltien given to Wine Bankers & Co by the Dumont family.
• These companies were acquired by an impassioned American couple of French lifestyle and French partners with whom they acquired the House of Champagne Leclerc Briant in 2012.

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.