Investment Summary

Blue Equity Invests In Joyful Heart Wine

On January 1, 2022, private equity firm Blue Equity invested in beverage company Joyful Heart Wine

Investment Highlights
  • This is Blue Equity’s 6th transaction in the Beverages sector.
  • This is Blue Equity’s 19th transaction in the United States.
  • This is Blue Equity’s 2nd transaction in California.

Investment Summary

Date 2022-01-01
Target Joyful Heart Wine
Sector Beverages
Investor(s) Blue Equity
Deal Type Growth Capital

Target

Joyful Heart Wine

Santa Margarita, California, United States
Joyful Heart Wine is a wine company and the collection proudly presents Joyful Heart Red Blend, White Blend and Limited Reserve Red Blend. Joyful Heart Wine was founded in 2021 and is based in Santa Margarita, California.

Search 214,238 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try Free

Investor(S) 1

Investor

Blue Equity

Louisville, Kentucky, United States

Investor Investor


Category Private Equity Firm
Founded 2004
Size Small
Type Sector Agnostic
DESCRIPTION

Blue Equity is a Southern-US based private equity firm focused on a variety of business transactions as well as real estate investments. The Firm will consider opportunities across all company stages, from startups to recapitalizations. Blue Equity typically looks for situations with experienced management, and depending on the situation, can be minimal or more active investor. Blue Equity was formed in 2004 and is based in Louisville, Kentucky and also has office in Miami, Florida.


DEAL STATS #
Overall 22 of 24
Sector: Beverages M&A 6 of 7
Type: Growth Capital M&A Deals 7 of 9
State: California M&A 2 of 3
Country: United States M&A 19 of 21
Year: 2022 M&A 5 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-01-01 Vint

Richmond, Virginia, United States

Vint is a fine wine and rare spirits asset manager creating financial products for investors to participate in the secondary trade for rare bottles and casks. Vint offers wine and spirits arbitrage investment funds that enable scalable, reliable, and broad access at advantaged entry points. A securitized solution to the investor challenge of accessing the market by providing the expertise needed to select, store, and trade these assets through Reg D structures for accredited investors. Vint is making the wine and spirits market investable with the first transparent, SEC-qualified trading platform. Vint was founded in 2019 and is based in Richmond, Virginia.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-08-11 Cheetah Clean Auto Wash

Bowling Green, Kentucky, United States

Cheetah Clean Auto Wash is an independent car wash chain in the southern-midwestern USA, connecting Kentucky and Tennessee under one trusted brand. The company provides safer, faster and more effective car wash services. Cheetah Clean Auto Wash was founded in 2007 and is based in Bowling Green, Kentucky.

Buy -