Where are Zepponi & Company employees located globally?

Zepponi & Company has employees across 1 continents and 1 countries including United States Of America.

How has Zepponi & Company's team size changed over time?

Zepponi & Company's team has remained stable from approximately 1 to 1 employees based on available data.

Zepponi & Company Employee Directory

Investment BankingCalifornia, United States2-10 Employees

Zepponi & Company is an investment banking advisory firm that specializes in mergers and acquisitions within the beverage alcohol industry. It is based in Santa Rosa, California, with a small team of about 2 to 10 employees, operating from 200 Fourth Street Suite 250. The firm has acted as a financial advisor on transactions involving ultra-premium and luxury beverage brands and related estates, including Bib & Tucker, Masterson’s, Ransom spirits, and properties such as Diamond Creek Vineyard and Pahlmeyer. It has advised some of the industry’s largest beverage alcohol companies, including Constellation Brands, Ste. Michelle Wine Estates, Diageo, Jackson Family Wines, F. Korbel & Bros., and King Estate. In June 2024, Zepponi & Company was acquired by Bank of Montreal (BMO). The firm’s securities are offered through Finalis Securities LLC (FINRA/SIPC), and Zepponi & Company is a separate, unaffiliated entity from Finalis. The company maintains a website at zepponi.com.

Zepponi & Company Global Highlights

North America
1

United States Of America
1

Zepponi & Company's Leadership

M. F.
Principal | Co-Founder
Mobile Phone
Email
J. C.
Principal
Mobile Phone
Email

Zepponi & Company Employee Metrics

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2026

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Contact profiles from Zepponi & Company

Name

Title

Contact Info

Location

Last Update

M. F.
Principal | Co-Founder
Mobile Phone
Email
United StatesCalifornia
Feb 24, 2025
J. C.
Principal
Mobile Phone
Email
United StatesCalifornia
Jun 05, 2025

Frequently Asked Questions

What is Zepponi & Company known for?

Zepponi & Company was founded in 2009 operates in the Investment Banking industry. The company's main headquarters is located in 200 Fourth Street Suite 250 Santa Rosa, California 95401 United States. Explore Zepponi & Company's company overview page for more information.

What is Zepponi & Company's most common email format?

Zepponi & Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Zepponi & Company email formats with LeadIQ.

How many employees does Zepponi & Company have currently?

Zepponi & Company has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Zepponi & Company's key employees and leadership?

As of February 2026, Zepponi & Company's key employees include:

Principal | Co-Founder: M. F.
Principal: J. C.

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Zepponi & Company Employee Directory

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