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Case Studies

Success Stories of Impact & Innovation

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Spirits Drawback

Case Study: Drawback Program Planning & Execution

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Tequila Calla

Case Study: Tequila Calla; A Celebrity Venture in a Box

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Vodka Mariette

Vodka Mariette: A Case Study in Niche Innovation

Our Portfolio

Some particularly NOVEL work...

Novel CPG Alcohol Tax Drawback

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.

Novel CPG RTD Alcohol

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. 

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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.

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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.

Novel CPG CRM Operations

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.

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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.

Novel CPG Extract

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.

Novel CPG Food Honey

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.

Novel CPG Cannabis THC

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.

Novel CPG Supplements Wellness

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.

Novel CPG DTC

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.

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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.

Novel CPG Rose

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.

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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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