Zepponi & Company

Investment BankingCalifornia, United States2-10 Employees

Zepponi & Company is an investment banking advisory firm that specializes in mergers and acquisitions within the beverage alcohol industry. It is based in Santa Rosa, California, with a small team of about 2 to 10 employees, operating from 200 Fourth Street Suite 250. The firm has acted as a financial advisor on transactions involving ultra-premium and luxury beverage brands and related estates, including Bib & Tucker, Masterson’s, Ransom spirits, and properties such as Diamond Creek Vineyard and Pahlmeyer. It has advised some of the industry’s largest beverage alcohol companies, including Constellation Brands, Ste. Michelle Wine Estates, Diageo, Jackson Family Wines, F. Korbel & Bros., and King Estate. In June 2024, Zepponi & Company was acquired by Bank of Montreal (BMO). The firm’s securities are offered through Finalis Securities LLC (FINRA/SIPC), and Zepponi & Company is a separate, unaffiliated entity from Finalis. The company maintains a website at zepponi.com.

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