Ep. 64 JB Shireman of Arlington Capital Advisors

Harry is joined by industry veteran JB Shireman of bev M&A firm Arlington Capital Advisors. JB has been a friend to BBD since the very beginning and has seen it all.  Join Harry and JB as they attempt to divine just a few aspects of the exciting brave new world of beer and beyond.  **Disclaimer: “Presentations and public appearances content are informational and should not be considered as personalized investment advice or recommendations.  The information discussed today represents my very own ganja-soaked opinions and it should not be regarded as a description of services provided by Arlington Capital Advisors or its affiliate, Arlington Capital Services, LLC, Member FINRA/SIPC.” ---Time-Stamped Contents --- 00:00 Intro - hilarious banter, driving mules to bars and back. 02:10 guv needs to give cdl relief 03:00 harry introduces jb shireman, finally, of Arlington Capital Advisors.  04:40 going over the rundown of craft m&a deals arlington/jb have completed.  05:30 it's all colliding -- m&a follows the consumer.  06:30 the importance of distribution -- covid proved value of rapid-cold bottler/beer distrib dsd model.  08:00 more convergence: grokking blue cloud - pepsi's bev-alc distribution arm.  coke and molson coors too.  consumer is already there.  09:20 grokking craft brewer valuations across a wide spectrum:  value is eyes of the buyer -- it's complicated and nuanced.  10:40 distribution network as it affects valuations/buyers. 11:40 grokking beatbox beverage tetra-pack wine-based rtd as example of innovation. 13:20 exciting new world of premium beverages.  14:20 toto, we ain't in the beer biz anymore.  17:00 bev industry today very entrepreneurial.  18:00 everybody is label readers.  18:20 what does "better for you" mean to each consumer? something different to each.  "influential and powerful thing".... "secret sauce".  19:30 harry sees "california sober" becoming a big wave among lda gen z adults. cannabis.  22:00 becoming bev sub-category agnostic.  22:50 the coming reckoning over water and conservation.  rooting for nuclear fusion and water de-salination.   24:45 let's not leave out powdered drinks. 26:35 m&a in craft beer: more vibrant than people think.  27:45 a "big reshuffling" of the capital structures:  iron vs demand.  29:00 more craft casualties.  "Three torpedoes to the side." 31:00 different from late 90's craft issues.  31:35 getting excited about this wonderful new age of beverage convergence we are entering.  ---About--- Beer Business Daily publisher Harry Schuhmacher joins his editors and other guests as they grok the industry issues of the day.   -Podcast Hotline: Text or call Harry in confidence at:‪ (262) 345-2501‬ -Audio/Video feeds at HarrysPod.com -Articles referenced at beernet.com -Twitter / IG / TikTok:  @beerbizdaily