38 WINES&VINES September 2016
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, inter-
est rate and commodity 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, private
banking, global trade solutions, barrel leasing,
interest rate hedging, freight payables and
corporate trust and escrow services.
Andre G. Baladi
andre.baladi@usbank.com
(303) 585-4903
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
First Republic 125+ $1 /
$40 million
Acquisition and development loans, working
capital, equipment loans.
Dan Smith
dansmith@firstrepublic.com
(707) 967-1502
Rabobank 120 $1.1 billion $1 /
$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 /
$400 million
Inventory, equipment, real estate, construc-
tion, vineyard development loans.
Rob McMillan
rmcmillan@svb.com
(707) 967-1367
William A. Stevens
wstevens@svb.com
(707) 967-1373
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.
David Barnes
(707) 968-9514
Elizabeth Karbousky
(707) 968-9468
Top 20 Wine Industry Finance Companies
