
Case Studies
Success Stories of Impact & Innovation
Our Portfolio
Some particularly NOVEL work...

Global Drawback
Engaged by a top-5 global spirits company to uncover federal excise tax recovery opportunities via Drawback Program. Conducted supply chain analysis; coordinated cross-functional project management to align operations, compliance, legal and finance.

BUBL Shots
Organized supply chain financials and installed MRP models to support fundraising for a novel alcoholic RTD. Standardized unit economics, renegotiated co-packer contracts, and cleared complex COLA/Kosher regulatory compliance.

Invictus Acquisitions
Structured Private Equity group operations from the ground up, designing custom SOPs, ERP integration, and scalable workflows across portfolio companies to mitigate risk, clarify cost visibility, and ensure institutional deployment.

AI Procurement
Designed AI-driven collective procurement platform for craft alcohol brands. Structured flexible purchase commitments to secure bulk-tier pricing, deployed automated demand forecasting and logistics routing, and insulated operating margins against supply chain shocks.

Distillery CRM Ops
Deployed a custom CRM and project management architecture for a scaling distillery. Automated client onboarding through shop-floor production workflows and inventory syncing, unlocking new revenue streams and enabling leadership to focus on deal flow.

Pet Food Positioning
Commercialized innovative extruded pellet diet to disrupt traditional live-prey reptile feeding. Audited specialized co-packing capacity, engineered custom packaging, and shelf-stable supply chain ready for national retail scale.

Food Extract Drawback
Structured TTB nonbeverage drawback protocols for an extract manufacturer using alcohol in production. Secured formula approvals, reconstructed historical filings to maximize excise tax recovery, and installed compliant record keeping systems.

Sevilay's Honey
Led end-to-end production engineering for a fermented wellness product. Managed final formulation, packaging stability, regulatory sign-off, and co-manufacturing strategy to solve fermentation controls and deliver a scalable, retail-ready supply chain for national launch.

Botanical Blockchain
Engineered an innovative blockchain-powered UX platform for a high-profile cannabis venture. Structured milestone-driven digital workflows to foster active community engagement, increase customer lifetime value, and turn brand advocacy into sustainable revenue growth.

Serava Wellness
Commercialized a cognitive supplement by translating clinical data into a scalable manufacturing model. Oversaw raw material sourcing, regulatory labeling, and co-packer integration to build a precision supply chain ready for institutional scale.

DNVB / DTC Spirit
Pioneered one of the first compliant direct-to-consumer spirits operating models. Engineered cross-functional digital and supply chain infrastructure to satisfy multi-tier regulations, slashing operational costs, unlocking consumer data, and scaling distribution.

Agricultural Distribution
Audited regulatory standing and built a multi-state compliance roadmap for a tobacco farm & importer. Structured licensing, excise tax frameworks, and B2B distributor workflows to de-risk operations and engineer an audit-ready foundation for national growth.

Unicorn Rosé
Created a co-branded Rosé entry asset to expand spirits distribution. Executed financial modeling, liquid formulation, packaging, and digital launch infrastructure to optimize unit economics and elevate flagship line sales.

Ship-in-Bottle Giftset
Engineered technical assembly and supply chain logistics for a custom multi-component promotional run. Designed a specialized insertion process within bottle label constraints, resolving co-packing hurdles to deliver on-time market deployment.
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