I have a BS in Industrial Engineering from Cal Poly San Luis Obispo and an MSc in Viticulture & Enology from UC Davis—Robert Mondavi Institute. I have over 20 years of experience in Finance, more specifically in Valuation, M&A, Transaction Advisory, Consulting for Fortune 500 clients, Hedge Fund & PE Advisory, while working for both multinational companies (80,000+ people) and startups (2-650 people) in San Francisco and New York. After ten years with a specific focus on finance, I transitioned into specializing in CPG - luxury wine and agriculture while working in Napa Valley, Bordeaux (Saint-Estephe), Chile (Valparaíso), and the Rhone Valley (Chateauneuf-du-Pape & Gigondas). For 12 years, I managed daily vineyard farming and winemaking production operations, budgeting, compliance, finance, staffing, logistics, and hospitality for multinational wine and spirits companies, private generationally-owned luxury wine estates, and small family-owned businesses. In addition, I provide finance and strategic consulting for legacy and regulated cannabis farming in the lower Emerald Triangle (Mendocino).For the past few years, my focus has been fundraising for cannabis startups by social equity entrepreneurs in the seed and growth stages. Additionally, I manage due diligence and deal negotiations for target portfolio cannabis companies for a venture capital fund with an investment ethos for the social and equitable inclusion of cannabis founders.Working knowledge of cultures, customs, and business environments in Europe, Mexico, South America, and Japan.Skills: winemaking, vineyard management, vineyard development, cellar operations, wine, beer, and spirits beverage production, fermentation & cellar management experience with 11 consecutive harvests in the northern and southern hemispheres. Cannabis Finance & Operations consultant.Specialties: Winemaking & bon vivant. Luxury wine & spirits CPG. Valuation for hedge funds, PE funds, public & private companies, and high-net-worth families. Portfolio valuation in compliance with ASC 820. ARS (Auction Rate Securities), PIPEs (Private Investment in Public Equity), Business valuation, real estate Holdco's, convertible notes and preferred, warrants, options, and restricted stock. Hedge fund & PE fund carry. Financial reporting (ASC 805, ASC 350 & ASC 718), estate tax & estate planning, gift & income tax planning. Fairness & Solvency Opinions, M&A, Litigation support, Cost Segregation, & Fixed Asset Management. Also, valuation for pre-and post-deal due diligence for M&A, PPA's, and tax reporting purposes.
Listed skills include Financial Modeling, Valuation, Management, Financial Analysis, and 46 others.