With experience in both fine wine & spirits and financial services, Carnation Capital brings an alternative approach to investing in the wine and spirits industry.
Our Core Principles
Our principles focus on trade credit, debt and equity solutions to wine & spirits businesses, moving away from asset speculation models.
At the same time, we appreciate many investors share an enthusiasm for wine & spirits also as consumers. We differentiate ourselves because we are passionate about taking our clients closer to the winemakers, vineyards and distilleries.
We believe by adopting an ‘eco-system’ approach with our investors, this can deliver a more comprehensive client experience.
Prudent Financing to Growing Businesses
Transparency and Liquidity
Direct Access & Allocations
Where we see the opportunities in the wine and spirits supply chain
Limited competition as traditional institutions offer limited bespoke solutions
High demand for alternative capital sources and structures
Inefficient repayment schedules between stakeholders
Producers & distributors seeking more direct customer engagement
Focus on sales in new markets
or new products
Lack of specialist knowledge to analyse asset value and sales cycles
