44 WINES&VINES September 2015
FINANCE
Company
No. of
Clients
Portfolio
Size
Minimum /
Maximum Products Offered Contact
NATIONAL & INTERNATIONAL (BIG BANKS)
Bank of America Working capital lines, real estate loans for
vineyards and wineries, equipment term loans,
acquisition finance and leases, domestic and
international treasury and depository services,
foreign exchange, interest rate and com-
modity hedging, merchant bankcard (retail)
processing, investment banking and capital
markets, investment and wealth management.
David Meddaugh
david.meddaugh@baml.com
(707) 293-2553
Tom McComas
thomas.mccomas@baml.com
(707) 293-2552
Bank
of the
West
300+ $1 billion $500,000 /
$100 million
Working capital, real estate loans, vineyard
development, acquisition financing, equip-
ment loans and leases, foreign exchange,
global capabilities in all major wine regions
with BNP Paribas and BNL.
Adam Beak
adam.beak@bankofthewest.com
(707) 501-5136
BMO Harris Bank Minimum:
$10 million
Complete investment banking suite, mergers/
acquisitions, equipment financing, short-term
and mid-term financing, vineyard financing
for existing wineries, cash management and
private banking.
William Bishop
william.bishop@bmo.com
(415) 354-7510
US Bank Working capital, equipment finance, treasury
management, foreign exchange and private
banking.
Andre G. Baladi
(303) 585-4903
andre.baladi@usbank.com
Wells Fargo $1.2 billion Real estate loans, lines of credit, insurance,
asset-based lending, equipment financing,
barrel leasing, private banking and treasury
management.
Perry DeLuca
perry.f.deluca@wellsfargo.com
(708) 584-3192
LARGE REGIONAL & SPECIALTY BANKS
Comerica $350 million $1 million /
no maximum
Working capital lines of credit, equipment
loans, real estate loans, M&A financing, syndi-
cated finance, treasury management, personal
wealth and leasing.
Chris Thomson
cthomson@comerica.com
(916) 491-1304
Debbie Watson
dwatson@comerica.com
(707) 304-1115
First Republic 125+ Maximum:
$40 million
Acquisition and development loans, working
capital and equipment loans.
Dan Smith
dansmith@firstrepublic.com
(707) 967-1502
Rabobank 120 $1.1 billion $1 million /
$75 million
Working capital, revolving lines of credit,
equipment loans and leases, real estate
financing and vineyard development.
Charles Day
charles.day@rabobank.com
(707) 591-8020
Silicon Valley
Bank (SVB)
Wine Division
400+ $1 billion+ $1 million /
$60 million
Inventory, equipment, real estate, construction
and vineyard-development loans.
William A. Stevens
wstevens@svb.com
(707) 967-1373
Rob McMillan
rmcmillan@svb.com
(707) 967-1367
Umpqua Bank 100+ $200 million+ $1 million /
$50 million
Working capital and crop lines of credit,
equipment leases and loans, real estate term
loans and vineyard-development loans.
Mark Brody
markbrody@umpquabank.com
(415) 248-8030
Union Bank 32 $450 million $1 million /
$100 million
Working capital lines of credit, equipment term
loans, real estate loans, vineyard development
loans, acquisition financing, treasury manage-
ment services, FX and interest rate hedging.
Elizabeth Karbousky
elizabeth.karbousky
@unionbank.com
(707) 968-9468
Top 20 Finance Companies
