Wine Industry Conference 2011
April 28, 2011
Hyatt Vineyard Creek Hotel & Spa, Santa Rosa
A capacity audience of about 420 gathered on a Thursday morning to hear two panels of experts in direct sales and social media as well as mergers and acquisitions discuss trends. The M&A panel included some of the most active buyers of wine brands, wineries and related assets these days.
Welcome
Brad Bollinger, Editor-in-Chief, Associate Publisher, North Bay Business Journal
Recording (MP3): Introduction and Jess Jackson tribute
Mergers and acquisitions panel
Presentations (PDF format)
Panel discussion recording (MP3)
Social media and direct sales panel

Presentations (PDF)
Recording (MP3)
.
Conversation from the conference on Twitter
#nbbjwine OR #wineindconf
- NBBJ: Pete Scott added to his “string of pearls” comment at the conference today with acq. of Gary Farrell Winery. http://bit.ly/kLdAAj #nbbjwine 4/28/11 via web
- recruiterderek: RT @NBBJ: Resnick: For sellers: Anticipate buyer ?s. How will business transition without the founders? #nbbjwine 4/28/11 via Twitter for iPhone
- visitawinery: Suggestions to #nbbjwine, post your # tag early in the meeting, then tell people about it. #wineindconf 4/28/11 via web
- ThomsonVyrds: #Mergers & #Acquisitions in #Wine Biz #nbbjwine this morn. & Synergos Series Panel on hype around “Sustainability” tonight. #CatchMeIfYouCan 4/28/11 via web
- NBBJ: Resnick: For sellers: Anticipate buyer ?s. How will business transition without the founders? #nbbjwine 4/28/11 via Twitter for iPhone
- NBBJ: Scott: For sellers: Sales always emotional. Get over emotional aspect before selling. Realize buyer needs a way to make money. #nbbjwine 4/28/11 via Twitter for iPhone
- NBBJ: Leese: For sellers: If you have your name on the brand and don’t plan to leave, take your time to find the right buyer. #nbbjwine 4/28/11 via Twitter for iPhone
- NBBJ: Foley: For sellers: Don’t wait (too long) for winery or brand get stressed and you become forced to do what you don’t want to do. #nbbjwine 4/28/11 via Twitter for iPhone
- NBBJ: Zepponi: For sellers: Position winery for sale 2-3 yrs in advance. #nbbjwine 4/28/11 via Twitter for iPhone
- PasoRoblesWiner: DryCreekVnyd: Some heavy hitters on the next panel including Bill Foley, Dan Leese and more. #nbbjwine http://drycreekqr.com/RoLTE 4/28/11 via 7camp
- ThomsonVyrds: Land and marketing both capital investments according to Pom & Fiji Tycoon Resnick at #nbbjwine 4/28/11 via TweetDeck
- ThomsonVyrds: Wine business is a personal business, must be respectful about how people feel about their business – Foley on M&A #nbbjwine 4/28/11 via TweetDeck
- NBBJ: David Freed Q: Lower $ bring more intl buyers? Mario Zepponi: Yes though many inquiries we get not familiar with wine industry. #nbbjwine 4/28/11 via Twitter for iPhone
- sonomawiner: DryCreekVnyd: Awesome panel. Great discussion about all things social. Thanks to @NBBJ for hosting #nbbjwine http://drycreekqr.com/t38MJ 4/28/11 via 7camp
- DryCreekVnyd:: Awesome panel. Great discussion about all things social. Thanks to @NBBJ for hosting #nbbjwine http://drycreekqr.com/8X0yu 4/28/11 via 7camp
- ThomsonVyrds: Resnick has been in the #Wine #Biz all of 6 months, and he notices how fragmented it it. Outside eyes are fresh eyes. #nbbjwine 4/28/11 via TweetDeck
- NBBJ: Stewart Resnick: after blt 125-emp Fiji Water, got large distribution network. Applied network to wine, looked 3-4 yrs for target. #nbbjwine 4/28/11 via Twitter for iPhone
- CyrilPenn: Hey guys – keep the tweets from #wineindConf coming – I’m not there today but can live vicariously through your tweets 4/28/11 via web
- NBBJ: Byck: investment bankers say we’re one fastest growing independent companies in the U.S. #nbbjwine 4/28/11 via Twitter for iPhone
- NBBJ: Peter Byck: WineryExchange sales $100m+ in 2011. #nbbjwine 4/28/11 via Twitter for iPhone
- NBBJ: Scott: expect to have tangible assets as part of transaction. Challenging when asset heavy and little cash flow in target. #nbbjwine 4/28/11 via Twitter for iPhone
- NBBJ: Pete Scott: portfolio approach: “string of pearls” of boutique producers. Partner with existing owners to keep brand equity. #nbbjwine 4/28/11 via Twitter for iPhone
- sonomawiner: DryCreekVnyd: “The public has been put back in public relations. Great quote . #nbbjwine http://drycreekqr.com/Jjwz0 4/28/11 via 7camp
- DryCreekVnyd:: “The public has been put back in public relations. Great quote . #nbbjwine http://drycreekqr.com/IEI7K 4/28/11 via 7camp
- ThomsonVyrds: You can’t be caught dead not being in #Costco – V2 Wine Group #nbbjwine 4/28/11 via TweetDeck
- NBBJ: Leese: want to build portfolio market values and wants. #nbbjwine 4/28/11 via Twitter for iPhone
- NBBJ: Leese: we look to partner with family wineries having a tough time in the marketplace. #nbbjwine 4/28/11 via Twitter for iPhone
- ThomsonVyrds: RT @NBBJ: Foley: my sweet spot: asset heavy bizs, generational changes, senior owner wants to exit. #nbbjwine 4/28/11 via Twitter for iPhone
- NBBJ: Foley: my sweet spot: asset heavy bizs, generational changes, senior owner wants to exit. #nbbjwine 4/28/11 via Twitter for iPhone
- NBBJ: Leese: the industry has changed and it wil not go back to what it was with consolidation of distributors and retailers #nbbjwine 4/28/11 via Twitter for Android
- ThomsonVyrds: #StayingPower: I’m a long term player in the #Wine Industry – Bill Foley #nbbjwine 4/28/11 via TweetDeck
- NBBJ: Foley: You can create a discount today what you couldn’t create 5-10-15 years ago. #nbbjwine 4/28/11 via Twitter for iPhone
- NBBJ: Foley: you can create at a discount today what you couldn’t have done 5, 10, 15 years ago #nbbjwine 4/28/11 via Twitter for Android
- ThomsonVyrds: 3,000 acres in timberland!? #ORwine people should be up in arms! Foley utilizing precious land for timber in your #winecountry… #nbbjwine 4/28/11 via TweetDeck
- NBBJ: Zepponi: we are in recovery but you can position yourself for sale if you are a winery with a marquee asset or strong cashflow #nbbjwine 4/28/11 via Twitter for Android
- visitawinery: Bill Foley speaking now. Quite a character. #wineindConf #nbbjwine getting political. 4/28/11 via Twitter for iPhone
- NBBJ: RT @ThomsonVyrds: Lifestyle Buyers do still exist in the market says Mario Zepponi about Mergers & Acquisitions in the #Wine Industry. #nbbjwine 4/28/11 via TweetDeck
- NBBJ: Zepponi: not an immediate rebound in consumer purchases, wineries need to adjust to the times #nbbjwine 4/28/11 via Twitter for Android
- ThomsonVyrds: Foley Family Winery investments will not be able to be replicated in years to come #nbbjwine 4/28/11 via TweetDeck
- NBBJ: Zepponi: there is an expansion to the buyer pool #nbbjwine 4/28/11 via Twitter for Android
- sonomawiner: DryCreekVnyd: “If you can do what you say you can do, its not ; #nbbjwine http://drycreekqr.com/oZpEH 4/28/11 via 7camp
- DryCreekVnyd: Seeing all the mergers and acquisitions in the wine industry spelled out on Powerpoint slides is quite amazing. #nbbjwine 4/28/11 via TweetDeck
- visitawinery: Mario Zepponi discussing sales and acquisition of wineries in 2010-2011. #wineindConf or #nbbjwine 4/28/11 via Twitter for iPhone
- ThomsonVyrds: Lifestyle Buyers do still exist in the market says Mario Zepponi about Mergers & Acquisitions in the #Wine Industry. #nbbjwine 4/28/11 via TweetDeck
- ThomsonVyrds: RT @DryCreekVnyd: Some heavy hitters on the next panel including Bill Foley, Dan Leese and more. #nbbjwine 4/28/11 via TweetDeck
- NBBJ: M&A panel discussion about to begin. #nbbjwine 4/28/11 via Twitter for iPhone
- DryCreekVnyd: Some heavy hitters on the next panel including Bill Foley, Dan Leese and more. #nbbjwine 4/28/11 via TweetDeck
- SchugWinery: RT @DryCreekVnyd: Awesome panel. Great discussion about all things social. Thanks to @NBBJ for hosting #nbbjwine 4/28/11 via TweetDeck
- SchugWinery: RT @NBBJ: Leigon: ROI on social media?: What’s the ROI on your phone or winemaker? #nbbjwine 4/28/11 via Twitter for iPhone
- DryCreekVnyd: Awesome panel. Great discussion about all things social. Thanks to @NBBJ for hosting #nbbjwine 4/28/11 via TweetDeck
- NBBJ: Leigon: Coming shortage of North Coast grapes/wine big problem for negociants. $25-$35/gal bulk Napa cab not sustainable for us. #nbbjwine 4/28/11 via Twitter for iPhone
- Bocomendoca: Tweet of the Morning RT @NBBJ: Leigon: ROI on social media?: What’s the ROI on your phone or winemaker? #nbbjwine 4/28/11 via TweetDeck
- NBBJ: Mattson: Found that training staff to do tasting note updates and other media amounted to cost of outsourcing. #nbbjwine 4/28/11 via Twitter for iPhone
- Nyk_King: @visitawinery Thanks for being one of only 400+ people to tweet at #wineindconf 4/28/11 via TweetDeck
- NBBJ: Leigon: ROI on social media?: What’s the ROI on your phone or winemaker? #nbbjwine 4/28/11 via Twitter for iPhone
- NBBJ: Leigon: business is good and coming back. $20-$25 price category sales growing. #nbbjwine 4/28/11 via Twitter for iPhone
- NBBJ: Mattson: adapt the media to your brand, it doesn’t have to be the other way. #nbbjwine 4/28/11 via Twitter for Android
- NBBJ: Mattson: re: social media: Public relations has been turned over to the people. #nbbjwine 4/28/11 via Twitter for iPhone
- visitawinery: @jordanwinery your presentation was great. I want it? Best winery perspective I hv seen. Good job. #wineindConf 4/28/11 via Twitter for iPhone
- DryCreekVnyd: “The public has been put back in public relations. Great quote . #nbbjwine 4/28/11 via TweetDeck
- NBBJ: Mattson: consistency with brand on and offline #nbbjwine 4/28/11 via Twitter for Android
- SchugWinery: play to play #nbbjwine 4/28/11 via Mobile Web
- visitawinery: Being agile is key. Good point @jordanwinery thanks for sounding and presenting contemporary info at #wineindConf 4/28/11 via Twitter for iPhone
- NBBJ: Mattson: if you provide for the people with social media, they will provide for you #nbbjwine 4/28/11 via Twitter for Android
- visitawinery: Think as a publisher not a marketer. Good comment by Lisa Mattson of @jordanwinery #wineindConf 4/28/11 via Twitter for iPhone
- NBBJ: Mattson: using new media without compromising image #nbbjwine 4/28/11 via Twitter for Android
- NBBJ: “@DryCreekVnyd: “If you can do what you say you can do, it’s not bragging.” So said panelist Ron Denner. #nbbjwine 4/28/11 via Twitter for iPhone
- visitawinery: Very practical content about being attentive to customers. Ron Denner @ #wineindconf “have a great day” 4/28/11 via Twitter for iPhone
- visitawinery: Ron Denner speaking about dtc efforts. Not exactly getting his presentation. #wineindconf 4/28/11 via Twitter for iPhone
- SchugWinery: @NBBJ thanks for tweeting, keep it coming! #nbbjwine 4/28/11 via Mobile Web
- CrysPeterson: @Nyk_King Don’t feel left out – I had no idea this was going on today either… #wineindconf 4/28/11 via TweetDeck
- DryCreekVnyd: “If you can do what you say you can do, it’s not bragging.” #nbbjwine 4/28/11 via TweetDeck
- NBBJ: Dutra: They won’t be your customer forever, optimize the customer while they are. #nbbjwine 4/28/11 via Twitter for iPhone
- NBBJ: Dutra: manage the entire customer lifestyle. This starts before they visit you. #nbbjwine 4/28/11 via Twitter for Android
- Nyk_King: I didnt even hear about it, I feel left out :( Looking 4ward to ur tweets @visitawinery its in Santa rosa NBBJ #wineindConf 400+ people here 4/28/11 via TweetDeck
- NBBJ: Dutra: making great wine doesn’t ensure success. Educate your staff. Differentiate. Experiment. Entertain. Sales happen naturally. #nbbjwine 4/28/11 via Twitter for Android
- visitawinery: @Nyk_King it’s in Santa rosa. NBBJ. #wineindConf 400+ people here. 4/28/11 via Twitter for iPhone
- Shipsandtrips: Then let me help with an RT! RT @DryCreekVnyd: “Word of mouth is most powerful marketing tool in the wine industry” @hahnwines. #nbbjwine 4/28/11 via ÜberSocial
- visitawinery: Larry Dutra says tail wagging the dog when it comes to social media. #wineindConf Larry with Adams group llp 4/28/11 via Twitter for iPhone
- NBBJ: Legion: engage in the conversation. Embrace word of mouth. #nbbjwine 4/28/11 via Twitter for Android
- DryCreekVnyd: “Word of mouth is still the most powerful marketing tool in the wine industry” @hahnwines. #nbbjwine 4/28/11 via TweetDeck
- NBBJ: Legion: integrate social media platform to grow direct to consumer as well as drive the the tiered system #nbbjwine 4/28/11 via Twitter for Android
- visitawinery: @hahnwines president speaking at #wineindConf references @garyvee and social media 4/28/11 via Twitter for iPhone
- sonomawiner: DryCreekVnyd: Looking forward to hearing about wine industry issues at #nbbjwine http://drycreekqr.com/Q99KW 4/28/11 via 7camp
- PasoRoblesWiner: DryCreekVnyd: Looking forward to hearing about wine industry issues at #nbbjwine http://drycreekqr.com/MsgKM 4/28/11 via 7camp
- NapaValleyWiner: DryCreekVnyd: Looking forward to hearing about wine industry issues at #nbbjwine http://drycreekqr.com/4fM3D 4/28/11 via 7camp
- visitawinery: No # tag at the conference? I’ll make one up #wineindConf 4/28/11 via Twitter for iPhone
- NBBJ: Social media: online two way advertisment and conversation with consumer #nbbjwine 4/28/11 via Twitter for Android
- DryCreekVnyd: Really respectful tribue to Jess Jackson #nbbjwine 4/28/11 via TweetDeck
- DryCreekVnyd: Looking forward to hearing about wine industry issues at #nbbjwine 4/28/11 via TweetDeck
- NBBJ: Sales and Social Media panel speakers include: Rick Boland, Bill Legion, Lawrence Dutra, Ron Denner, Lisa Mattson #nbbjwine 4/28/11 via Twitter for Android
Modified: January 25, 2013


















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