W i n e s & V i n e s s e p t e m b e r 2 0 1 4 45
company
no. of
clients
portfolio
Size
Min. / Max. products Offered contact
cOMMUniTy BankS
Bank of Marin 30+ $35 million $500,000 /
$20 million
business loans, operating lines of credit,
construction and real estate lending.
Cheryl b. Cinelli (Napa County)
cherylcinelli@bankofmarin.com
(415) 884-4583 or
ruth edwards (sonoma County)
ruthedwards@bankofmarin.com
(707) 265-2002
exchange Bank 78 $121 million $100,000 /
$30 million
Working capital, construction,
acquisitions, development and
equipment finance.
steve herron
herons@exchangebank.com
(707) 524-3102
Mechanics Bank 75 $100,000 /
$50 million
Crop loans, inventory lines of credit,
real estate term loans, vineyard
development, acquisition, construction,
mortgages, equipment and barrel
leasing.
Jason hinde
jason_hinde@mechanicsbank.com
(707) 535-6161
The FarM crediT / ag crediT SySTeM
american
agcredit
$1.13 billion operating and capital loans, mortgage
loans and leases.
bill rodda
brodda@agloan.com
(707) 545-7100
Farm credit
West
540 $975 million operating and capital loans, mortgage
loans and leases.
tom McGuire
tom.mcguire@farmcreditwest.com
(805) 434-3665
inSUrance cOMpanieS
John hancock
Financial
Services
$200 million $10 million /
$150 million
traditional long-term debt up to 20
years, mezzanine finance and equity
investment.
Dwayne bertrand
dbertrand@jhancock.com
(617) 572-4644
MetLife
agricultural
investments
$2 million /
$250 million
long-term fixed five- to 20-year and
adjustable-mortgage loans.
Jonathan holbrook
jwholbrook@metlife.com
(559) 470-6444
or scott Gay
sgay1@metlife.com
(707) 477-2425
prudential
Financial
40 $650 million $2 million /
$200 million
long-term and fixed-rate loans from
three to 20 years.
bill beyer
william.beyer@prudential.com
(916) 789-4070
SecOnd-Lien Lender
Bacchus
capital
Management
eight cur-
rent + one
"investment
paid off"
$1.5 million /
$7.5 million
First- and second-lien loans and direct
equity investments.
Quinton Jay
qjay@bacchuswinefund.com
(415) 828-8898
Wines & Vines identified these financial institutions as the leaders in serving the West coast wine industry, based on
demonstrated involvement in vineyard and winery finance, number of clients, size of portfolio, size of their wine team
and other factors. Some businesses chose not to disclose all the requested information.
Wine
industry
Finance
2014
F I N A N C E
