EXPERIENCE
Decades of Experience in a
Highly Specialized Market
Burgess Wilkinson Partners draws upon more than two decades of experience in winery and vineyard transactions throughout California wine country.
Experience Across the
Wine-Industry Landscape
Since the early 2000s, Peggy Burgess Wilkinson has worked in the highly specialized winery and vineyard real estate market, representing and advising owners in transactions involving a broad range of wine-industry assets.
Her experience includes wineries, vineyards, production facilities, estate properties and related operating assets, from smaller privately held properties to significant wine-industry transactions.
This background provides an understanding not only of the underlying real estate, but also of the complexities surrounding ownership transitions in an industry where confidentiality can be essential.
SELECTED EXPERIENCE
Transaction Experience Across a Broad Range of Values
Transactions have ranged from smaller winery and vineyard properties through substantial wine-industry assets, with transaction values generally up to approximately $30 million. The focus is on opportunities where the underlying real estate—vineyards, winery facilities, estate properties and related assets—remains a meaningful component of the transaction.
MARKET PERSPECTIVE
Long-standing involvement in the wine industry provides perspective on the factors that influence value, buyer interest, transaction structure and the decision of whether—or when—to bring an opportunity to market.
In wine-industry transactions, experience matters. So does knowing when discretion matters more than exposure.