International Strategic Partnerships.
Unlocking Value.
Samos Capital is a boutique M&A advisory firm that partners with exceptional companies and the strategic acquirers who want to own them. We don’t take on every deal. We take on the right ones, and we close them.
Practice Areas
Mergers & Acquisitions
Negotiation Support
Integration Planning
Capital Market Alternatives
Debt Capital Financing
Equity Solutions
Co-Investing
Industry Experience
Beverage Alcohol
Cannabis
Consumer – Retail
Biotech & Medical Devices
Modern Healthcare and Treatment Centers
eCommerce & Technology Infrastructure
We chose the name because it reflects how we work: with conviction and a long view. We only take on what we believe in.
Selective partnerships. Certain outcomes.
Samos is a Greek island in the Aegean Sea, birthplace of Pythagoras and home to philosophers who were once exiled for embracing truths the world wasn’t ready to accept. Those truths became the foundations of modern science and mathematics. We operate with that same conviction: Factual Truth that We Believe In
About Us
Chuck is a seasoned advisor in consumer products, investment, and development. He led the sales of Blue Run Bourbon to Molson Coors, Rabbit Hole Bourbon to Pernod Ricard, and Tres Agaves to Trinchero Wine Estates. Before founding Samos Capital, Chuck served as Director of Corporate Development at Brown-Forman and held leadership roles at Yum! Brands and Groupe Danone.
Mark is a growth-oriented financial executive with broad experience in consumer products and capital markets. He led a successful IPO and NYSE listing as CFO of Turning Point Brands and has more than 30 years of experience in capital raising. His career includes finance leadership at Brown-Forman, La-Z-Boy, and investment banking roles at Key Bank and Citibank.
Selected Transactions
Sale of Blue Run Bourbon to Molson Coors
Sale of Rabbit Hole Bourbon to Pernod Ricard
Sale of Warp 2 Biz
Sale of Tres Agaves to Trinchero Wine Estates
Sale of Chareau to TBS
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