Marsh Estate acquired by Santa Margherita and ROCO Winery

by | Jan 21, 2025

January 21, 2025 – Metis is proud to announce the sale of Marsh Family Estate, a distinguished vineyard property in the Yamhill-Carlton AVA of Oregon, to ROCO winery, a wholly owned subsidiary of Santa Margherita USA, part of Italy’s Santa Margherita Gruppo Vincolo.  

Founded by Doug and Pat Marsh in 2007, Marsh Family Estate offers breathtaking 360-degree views of the Dundee Hills and Savannah Ridge, surrounded by acclaimed neighbors such as Lemelson Vineyards and Soter. Its exceptional Pinot Noir and Chardonnay vineyard has consistently produced award-winning wines for clients like ROCO, Bergstrom, Soter, and Archery Summit. The property also features a European-style estate home, built in 2007, requiring minimal updates to serve as a premier hospitality venue.

“We are thrilled with this acquisition as it aligns with my family’s belief in the potential of the Willamette Valley and the broader Oregon wine industry,” said Vittorio Marzotto, Vice President of Strategic Initiatives, Santa Margherita USA. “This property enhances our agricultural capabilities and allows for future development of the hospitality aspect of our business.”

Spanning 52 acres at 340 feet above sea level, Marsh Family Estate is LIVE-certified and is well positioned to expand ROCO and Santa Margarita USA’s presence in Oregon.

“We started on our journey into Oregon in 2021 when we partnered with Rollin Soles & Corby Stonebraker-Soles on the acquisition of ROCO Winery, and we have been steadfast in our belief that Oregon has a bright future,” said Vincent Chiaramonte, President & CEO of Santa Margherita USA. “We are excited to build further and develop the ROCO brand throughout the nation with our distributor partners.”

Renovations at Marsh Family Estate are scheduled to begin in the coming months, with an anticipated completion date by the end of 2025 to begin hosting visitors. 

Metis LLC served as the exclusive transaction advisor. The transaction closed on December 30, 2024. 

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About ROCO Winery: ROCO Winery is proud to be part of the Santa Margherita USA family. The winery was founded in 2003 by industry veterans Rollin Soles & Corby Stonebraker-Soles and became part of the mosaic of Santa Margherita USA wines in 2021. Santa Margherita USA is a fine wine import company representing premium and ultra-premium wine estates and representing over thirteen world-renowned wineries throughout the United States, including Santa Margherita, Ca’ del Bosco, Masi, ROCO, Kettmeir, Lamole di Lamole, Sassoregale, Sella Antica, Torresella, Fattoria Sardi, Cà Maiol, Giovanni Rosso and Cantina Mesa. The wine portfolio is a dynamic and diverse mosaic of the finest wine regions, including the Veneto, Alto Adige, Franciacorta, Willamette Valley, Lugana, Tuscany, Sardinia, and Piedmont. 

For more information on ROCO Winery, visit https://rocowinery.com.

About Metis: Named for the Greek goddess of prudence and wise counsel, Metis is a leading mergers and acquisitions advisory firm focused on wineries and vineyards. Metis offers a disciplined, confidential process that produces consistent outcomes. The Metis team is comprised of leaders with over 100 years of combined ownership and management experience in the industry. This unique combination of operational and M&A advisory expertise offers clients more than transactional guidance, but the consultation needed to unlock the full value of their business. 

For more information on Metis, visit https://www.metisnw.com.

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