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Private Equity
bacchuswinefund.com

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Investments

9

Portfolio Exits

1

Funds

1

Partners & Customers

1

About Bacchus Capital Management

Bacchus Capital Management is a San Francisco and New York based investment firm focused on providing strategic capital and making private equity investments in the wine industry. Target portfolio companies are profitable U.S. wineries and wine-related businesses which demonstrate significant growth potential. In addition to being a capital source to its investments, providing flexible, alternative financing, Bacchus offers portfolio companies the operational expertise and unparalleled distribution network relationships of its Principals.

Bacchus Capital Management Headquarters Location

601 California Street Suite 810

San Francisco, California, 94108,

United States

866-750-9463

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Latest Bacchus Capital Management News

Wine By Joe/Dobbes Family Estate Appoints Pacific Highway Wines for National Growth

Oct 22, 2021

Wine Industry Advisor By At 20th Anniversary Year, Premium Oregon Winery Sees a Bright Future DUNDEE, October 22, 2021 – Leading Oregon winery, Wine By Joe/Dobbes Family Estate announces its sales and marketing partnership with Pacific Highway Wines. Commencing January 1, 2022, this alliance focuses on expanding Wine By Joe/Dobbes Family Estate’s portfolios through Pacific Highway’s integrated supply chain, warehouse, and customer-centric sales force. This newly formed partnership further iterates both companies’ willingness to drive growth and build high-quality distribution. Launched in 2002 by Joe Dobbes in Dundee, Oregon, Dobbes Family Estate is celebrating their 20th Anniversary in 2022. They offer a crafted portfolio from traditional and emerging AVAs primarily within the Willamette and Rogue Valleys. Wine By Joe and Joe To Go are the younger siblings within the company portfolio and offer a collection of approachable 750ml bottle and 375ml can options to enjoy every day. Fresh, vibrant varietals celebrate the unpretentious, adventure-oriented and natural lifestyle of the Pacific Northwest. “We are delighted to announce our collaboration with Pacific Highway Wines, this is an exciting development which will allow Wine By Joe/Dobbes Family Estate to build on the strategic growth we have had in the market, and I look forward to our shared success,” said Sarah Pearson, Chief Executive Officer of Wine By Joe/Dobbes Family Estate. “I want to extend a sincere thank you to the Indelicato family and their sales and marketing teams for a successful five years. Your partnership has been vital in our sustained growth.” Mark Giordano, President of Pacific Highway Wines, is bullish about Oregon’s category growth and enthusiastic about the new partnership. “The Oregon wine category is up over 8% and has remained strong and resilient, and Dobbes Estate and Wine By Joe are both performing very well. They offer stunning wines with proven consumer demand across 750 ml bottles as well as 375ml cans under the Joe to Go tier. We are honored to be selected to represent their portfolio and have strong expectations for their 20th Anniversary year and onwards.” Wine By Joe Pinot Noir is #9 highest sales volume and #2 in velocity across Oregon Pinot Noirs 750ml $11-$20. In the 375 ml can tier, Joe To Go Pinot Noir is #5 with a +49% velocity, also outpacing its peers (IRI 52 wks 9.5.21). Reviewing the recent years of sales trend data, Wine By Joe has grown 84% in sales, far outpacing the Super Premium ($11-$15) wine segment, which grew 34% (IRI 9.5.17-9.5.21). Wine By Joe wines are now sold in 64% more accounts vs. five years ago. The Dobbes Family Estate brand shares a similar story and has grown 166% in sales, compared to Super Luxury Segment ($25+) wine sales growth of 59%. (IRI 9.5.17-9.5.21). Building on strong distributor relationships across the U.S., Wine By Joe/Dobbes Family Estate looks forward to their continued partnerships, and to working together to grow the portfolio. “Close alignment with our distribution partners is an important part of our growth strategy and we look forward to our collective continued success” Sarah Pearson concludes. A total of fourteen wines will be added to the Pacific Highway Wines portfolio: Dobbes Family Estate Grand Assemblage Pinot Noir SRP $30, Eola Amity Cuvée Pinot Noir SRP $38, Patricia’s Cuvée Pinot Noir SRP $50, Rogue Valley Grenache Blanc SRP $28, Sundown Vineyard Viognier SRP $28 and a new Willamette Valley Chardonnay coming Spring 2022. Wine By Joe 750 ml: Pinot Noir SRP $19. Pinot Gris, Pinot Blanc, Chardonnay, and Rosé SRP $14. Joe To Go 375ml cans: Pinot Noir, Pinot Gris and Rose line priced SRP $7. About Wine By Joe and Dobbes Family Estate Launched in 2002 by Joe Dobbes in Dundee, Oregon, Wine by Joe/Dobbes Family Estate is celebrating their 20th Anniversary in 2022. Today the winery is owned jointly by Joe Dobbes and Bacchus Capital Management. Dobbes Family Estate showcases a traditionally crafted from a collection of vineyards spanning the traditional and emerging AVAs within the Willamette and Rogue Valleys, namely the Dundee Hills, Chehalem Mountains, Eola-Amity and McMinnville appellations. Wine By Joe and Joe to Go are the younger siblings within the company portfolio and offer a collection of approachable 750ml bottle and 375ml can options to enjoy every day. Fresh, vibrant varietals celebrate the unpretentious, adventure-oriented, and natural lifestyle of the Pacific Northwest. CEO Sarah Pearson leads the team and Chief Winemaker Andy McVay oversees winemaking/operations. For more information, please visit  Dobbes Family Estate | Est. 2002 – Dobbes Family Estate   and  Wine By Joe – Really Good Oregon Wine Brand Philosophy At Dobbes Family Estate and Wine By Joe, our roots are solid, but our approach is fresh. We are a hard-working urban winery driven by an unrelenting commitment to produce portfolio of standout wines, while embracing new possibilities and delivering an evolved wine experience for everyone we interact with. We source grapes from both trusted and emerging terroirs, respecting nature’s changes and continuously exploring opportunities in varietal, character, and taste. Our group of dynamic people and partners take pride in every single aspect of our business and output. Dobbes Family Estates and Wine By Joe are new world wines, honoring tradition, but never bound by convention. About Bacchus Capital Management Bacchus Capital Management is an investment firm providing strategic capital, making equity investments in United States wineries and wine businesses. Current Bacchus portfolio companies are DeLille Cellars, Madrigal Family Winery, Maritime Wine Trading Collective, Panther Creek Cellars, Sbragia Family Vineyards, Dobbes Family Estate / Wine by Joe. Prior Bacchus portfolio companies are Andretti Winery, Cameron Hughes Wine, and Qupé. For more information, visit  https://bacchuswinefund.com/ . About Pacific Highway Wines Pacific Highway Wines is a fast-growing, specialized import, sales, and marketing agency headquartered in Greensboro, NC. Owned jointly by New Zealand’s Giesen family and Australia’s Oatley family, the Pacific Highway portfolio showcases independent brands from coveted wine regions across the globe, with offerings from over thirty premium brands spanning Argentina, Australia, California, Chile, France, Italy, New Zealand, Oregon, Spain and Uruguay. The portfolio offers category leadership in innovative NO/Low-Alcohol offerings, Alternative Formats, and Certified Organic and Sustainable offerings. President Mark Giordano leads the business with a small executive team and high-performing sales team located across the USA. www.pacific-hwy.com Advertisement

Bacchus Capital Management Investments

9 Investments

Bacchus Capital Management has made 9 investments. Their latest investment was in DeLillie Cellars as part of their Private Equity on May 5, 2013.

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Bacchus Capital Management Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

5/15/2013

Private Equity

DeLillie Cellars

Yes

1

5/15/2013

Growth Equity

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10

4/18/2013

Private Equity

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10

2/7/2013

Private Equity - II

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10

1/23/2013

Private Equity

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10

Date

5/15/2013

5/15/2013

4/18/2013

2/7/2013

1/23/2013

Round

Private Equity

Growth Equity

Private Equity

Private Equity - II

Private Equity

Company

DeLillie Cellars

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Amount

New?

Yes

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Co-Investors

Sources

1

10

10

10

10

Bacchus Capital Management Portfolio Exits

1 Portfolio Exit

Bacchus Capital Management has 1 portfolio exit. Their latest portfolio exit was Qupe on November 16, 2018.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

11/16/2018

Acquired

$99M

1

Date

11/16/2018

Exit

Acquired

Companies

Valuation

$99M

Acquirer

Sources

1

Bacchus Capital Management Acquisitions

1 Acquisition

Bacchus Capital Management acquired 1 company. Their latest acquisition was Panther Creek on May 15, 2013.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

5/15/2013

$99M

Leveraged Buyout

1

Date

5/15/2013

Investment Stage

Companies

Valuation

$99M

Total Funding

Note

Leveraged Buyout

Sources

1

Bacchus Capital Management Fund History

1 Fund History

Bacchus Capital Management has 1 fund, including Bacchus Capital LP.

Closing Date

Fund

Fund Type

Status

Amount

Sources

1/18/2008

Bacchus Capital LP

Diversified Private Equity

Closed

1

Closing Date

1/18/2008

Fund

Bacchus Capital LP

Fund Type

Diversified Private Equity

Status

Closed

Amount

Sources

1

Bacchus Capital Management Partners & Customers

1 Partners and customers

Bacchus Capital Management has 1 strategic partners and customers. Bacchus Capital Management recently partnered with pietra santa winery on October 10, 2010.

Date

Type

Business Partner

Country

News Snippet

Sources

10/27/2010

Client

Bacchus Capital Management : Press Release Distribution and Sales Consulting Complement Winery Growth Initiatives. Bacchus Capital Management Provides Strategic Advisory for Pietra Santa Winery.

`` Our advisory role with Pietra Santa Winery reflects the opportunity for Bacchus today and the type of support we can provide clients and portfolio companies '' , commented Sam Bronfman II , Co-Founder and Managing Partner of Bacchus Capital Management .

1

Date

10/27/2010

Type

Client

Business Partner

Country

News Snippet

Bacchus Capital Management : Press Release Distribution and Sales Consulting Complement Winery Growth Initiatives. Bacchus Capital Management Provides Strategic Advisory for Pietra Santa Winery.

`` Our advisory role with Pietra Santa Winery reflects the opportunity for Bacchus today and the type of support we can provide clients and portfolio companies '' , commented Sam Bronfman II , Co-Founder and Managing Partner of Bacchus Capital Management .

Sources

1

Bacchus Capital Management Team

3 Team Members

Bacchus Capital Management has 3 team members, including current Founder, Managing Partner, Owner, Peter S Kaufman.

Name

Work History

Title

Status

Peter S Kaufman

Founder, Managing Partner, Owner

Current

Sam Bronfman

Chief Executive Officer

Current

Henry F. Owsley

Managing Partner

Current

Name

Peter S Kaufman

Sam Bronfman

Henry F. Owsley

Work History

Title

Founder, Managing Partner, Owner

Chief Executive Officer

Managing Partner

Status

Current

Current

Current

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