Case Studies
Success Stories of Impact and Innovation
Case Studies
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Excise Drawback
Case Study: Drawback Planning & Execution
Excise Drawback
Case Study: Drawback Planning & Execution
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Tequila Calla
Case Study: A Celebrity Venture in a Box
Tequila Calla
Case Study: A Celebrity Venture in a Box
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Vodka Mariette
Case Study: The Power of Niche & Innovation
Vodka Mariette
Case Study: The Power of Niche & Innovation
Our Portfolio
Some particularly NOVEL work...
Supply Chain
Global Drawback
Engaged by a top-5 global spirits company to uncover federal excise tax recovery opportunities through a Drawback Program. Conducted in-depth supply chain analysis and coordinated cross-functional project management to align operations, compliance, legal and finance. Delivered a full-scale implementation roadmap including regulatory guidance, cost modeling, and system design. The result: a clear path to multi-million dollar savings through streamlined logistics, and enhanced documentation practices.
Supply Chain
BUBL Shots
Partnered with a cutting-edge food science venture to help commercialize an alcoholic RTD, the likes of which had never before been brought to market. Implemented MRP systems to track costs, renegotiated manufacturing contracts, and optimized supplier relationships. Secured regulatory compliance, including COLA approval and Kosher certification. Advised on venture strategies such as fundraising and organizational design and DTC platform launch.
Business Operations
Christian Cannabis
Implemented an innovative user experience for famous-pastor owned cannabis brand by leveraging blockchain technology to create a personalized journey toward spiritual enlightenment, blending Christian values with contemplative practices. This platform fosters community engagement through rewards tied to spiritual milestones, driving loyalty, advocacy, and revenue growth while positioning cannabis as a holistic remedy.
Business Operations
Distillery CRM Ops
Optimized a growing distillery’s workflow by implementing a custom CRM and project management system that automates the journey from client onboarding to production. Integrated automated triggers to sync sales with shop-floor tasks and inventory management, freeing leadership to drive deal flow while production teams focus on quality. A strategic pricing and service analysis further unlocked new revenue streams and a scalable path for expansion.
Supply Chain
Hound Honey
Identified and commercialized a first-to-market application for honey as a natural ingredient in the pet health sector. Following concept validation, we managed the end-to-end supply chain requirements including functional formulation, regulatory-compliant packaging, and a nationwide production strategy to transition a raw ingredient into a scalable retail format.
Supply Chain
Targeted Wellness
Managed the end-to-end commercialization of a targeted cognitive wellness supplement, translating clinical data into a scalable manufacturing strategy. We oversaw the technical transition from raw material sourcing to finished goods, including science-backed formulation, regulatory-compliant labeling, and co-manufacturing integration. The project delivered a precision-engineered supply chain designed for market credibility and institutional scale.
Business Operations
DTC Spirits
Pivoted French vodka to become one of the first ever ‘digitally native, vertically integrated’ direct-to-consumer spirits. Developed e-commerce solution and unique supply chain that satisfied all regulatory requirements. This cross-functional innovation made venture operations more cost-efficient, increased distribution scalability and improved customer experience while providing more user data.
Supply Chain
Garlic Honey
Managed the technical commercialization of a fermentation-based wellness product, transitioning a traditional holistic remedy into a scalable retail format. We oversaw the end-to-end production architecture, including final-stage formulation, packaging engineering, and manufacturing strategy. By navigating the complexities of fermentation stability and regulatory requirements, we established the infrastructure necessary for a national go-to-market launch.
Business Operations
Bodywash Booster
Created the market entry strategy and brand positioning for a first-to-market natural wellness solution. By integrating consumer behavior data with a forensic gap analysis of the current wellness sector, we developed the foundational business infrastructure and go-to-market roadmap required for launch. The project focused on building a scalable operational engine that aligns brand identity with technical product advantages.
Business Operations
Unicorn Rosé
Architected a strategic co-brand and loss-leader Rosé to optimize the broader spirits sales portfolio. We managed the end-to-end integration of this asset, including financial modeling, product formulation, and digital infrastructure setup. This project focused on leveraging cross-category product development to enhance brand visibility and drive the commercial performance of the primary spirits line.
Supply Chain
Perfectly Prenatal
Built a vertically integrated supply chain for an evidence-based prenatal supplement, bridging technical formulation with a scalable production strategy. We managed the full lifecycle from raw material sourcing and traceability audits to custom packaging and manufacturing setup. This project focused on establishing a robust, audit-ready infrastructure to ensure high-purity standards while optimizing unit economics for a DTC-first model.
Supply Chain
Rum Gift Set
Managed the technical assembly and supply chain for a 'ship in a bottle' Father's Day promotional set. By leveraging the Brinley bottle’s unique label architecture, we engineered a custom insertion process for a miniature pirate ship, successfully navigating the production hurdles required to bring a complex, multi-component format to the on-premise market.