LMR Wine Estates

Connect with to learn more about this transaction
LMR Wine Estates Logo has completed a new debt financing Goldman Sachs Logo

Overview

  • LMR Wine Estates (“LMR”) is a family-operated, ultra-premium Napa Valley multi-estate winery
  • LMR owns nearly 200 acres of planted vineyards in the highly sought-after Rutherford, Spring Mountain District and Anderson Valley appellations

Situation

  • Cascadia was retained by LMR Wine Estates, who was in default with its current lender, to secure new debt financing which would replace the Company’s existing facility, while also providing additional availability for new vineyard acquisitions and working capital

Our Specialized Approach

  • Cascadia worked with management to develop a detailed financial plan and marketing strategy
  • Cascadia also managed communications with the existing lender throughout the engagement, while simultaneously running a comprehensive marketing process which resulted in the closing of an expanded facility with Goldman Sachs
Back to Case Studies
Loading