About VITACEAE — Independent Wine Estate Transaction Specialists

VITACEAE TRANSACTIONS SAS is an independent French advisory firm founded by Philippe Petit, dedicated to off-market wine estate transactions and M&A advisory, with Champagne and Burgundy at the core of its practice and selected mandates in other premium regions. It is registered in Reims (RCS 823 282 637) and holds professional licence CPI 5102 2016 000 014 113.

VITACEAE's mission, defined under the French Loi PACTE framework, is to preserve, enhance and transmit the viticultural heritage of Champagne and Burgundy within a framework of economic sustainability and the perpetuation of winemaking expertise. Every transaction we advise must serve this dual objective: value creation for our clients and long-term stewardship of exceptional terroirs.

Philippe Petit brings to wine estate transactions a profile that is genuinely rare in the advisory world. As a tenth-generation Champenois vigneron, his understanding of vineyard operations, terroir nuances and the human dynamics of wine families is not academic — it is lived experience passed down through three centuries.

His professional credentials span multiple dimensions of the wine transaction ecosystem. A qualified oenologist with operational experience in Champagne Maisons, he understands production, quality and brand value from the inside. As a former courtier assermenté en vins de Champagne (sworn wine broker), he has navigated the interpersonal and commercial realities of the Champagne marketplace. His appointment as MBA reflects a broader understanding of business governance and dispute resolution. A decade of structured M&A experience in unlisted wine estates completes this unique combination.

VITACEAE serves a curated clientele of high-net-worth individuals, ultra-high-net-worth families, family offices and institutional investors seeking exposure to premium French wine assets. On the sell side, we represent estate owners — from individual vignerons to multi-generation family holdings — who require discretion and strategic advice for what is often a once-in-a-lifetime decision.

We also maintain structured relationships with professional prescribers — notaires, chartered accountants and wealth advisors — who refer their clients to VITACEAE for specialist wine estate transaction expertise.

Champagne and Burgundy are the core of the practice. Premium vineyard files in other French regions — estates, houses and vineyard land — are taken on case by case, always off-market.

VITACEAE provides no legal, tax or wealth-planning advice. The firm works on the economic and transactional side — valuation, sourcing, due diligence, deal structuring, negotiation — and coordinates each transaction with the client's notary, lawyer and accountant, whose analyses remain decisive.

We identify risks and impacts in these domains but always refer to qualified professionals — notaires, tax advisors and wealth planners — for specialist guidance. This boundary is non-negotiable and protects both our clients and our professional integrity.