Investments
9Portfolio Exits
1Funds
1Partners & Customers
1About 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
Latest Bacchus Capital Management News
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.
Bacchus Capital Management Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
5/15/2013 | Private Equity | DeLillie Cellars | Yes | 1 | ||
5/15/2013 | Growth Equity | |||||
4/18/2013 | Private Equity | |||||
2/7/2013 | Private Equity - II | |||||
1/23/2013 | Private Equity |
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 | ||||
Amount | |||||
New? | Yes | ||||
Co-Investors | |||||
Sources | 1 |
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 | 1 |
Date | 11/16/2018 |
---|---|
Exit | Acquired |
Companies | |
Valuation | |
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 | Leveraged Buyout | 1 |
Date | 5/15/2013 |
---|---|
Investment Stage | |
Companies | |
Valuation | |
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 | `` 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 | `` 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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