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Apogee 21 Holdings (OTC: APHD).
First Look Equities has initiated corporate visibility coverage on Apogee 21 Holdings (A21). We showcase A21 as a publicly traded wine and spirits platform consolidating premium craft spirit labels, pursuing a vertically integrated model through distillery acquisitions that are proposed and have not yet closed, funded in part by a Series D preferred offering of up to $20,000,000 (per issuer term sheet dated July 13, 2026).
Key Identifiers
INDEPENDENT COVERAGE — NOT AN OFFER BY FIRST LOOK EQUITIES
This page is First Look Equities' independent visibility coverage and does not constitute an offer, solicitation, or recommendation of securities by First Look Equities. Any offering of Apogee 21 securities is made solely by the issuer, through its own channels, to investors it qualifies.
Miami Launch: Monkey in Paradise & Luxury Tequila
Review live photography from the exclusive roadshow and launch event aboard our partner 102' Leopard yacht in Miami — part of our independent visibility coverage.
Strategic Roadshow & Brand Launches
Apogee 21 was featured as a primary client showcase during our exclusive yacht investment Charter program in Miami. Operating out of the Fontainebleau marina aboard our partner 102' Leopard yacht, the event compressed months of scattered investor outreach into a high-conviction environment.
The roadshow served as the launchpad for two of A21's portfolio brands:
- Monkey in Paradise Vodka: Presentation of the brand to national retail allocators.
- Ándale Luxury Tequila: The premier tasting and launch of A21's new ultra-premium tequila line to select family offices.
Investor Presentation & Strategy Deck.
Review highlights from Apogee 21 Holdings' investor deck. This presentation outlines their spirits platform consolidation, the proposed Luca Mariano Distillery acquisition, and their brand portfolio.
These slides are the issuer's own materials, reproduced as provided. Where they differ from the issuer's Series D term sheet dated July 13, 2026, the term sheet controls. The issuer states that it is not furnishing financial statements and that an investor cannot rely on any financial information in making this decision.
Kentucky Distillery Acquisition — Pending
Completed: Apogee 21 acquired the Noble Oak Bourbon and Noble Oak Rye brands and related assets from Edrington, the owner of Macallan Scotch, including ownership of approximately 11,500 barrels of aging bourbon and rye whiskey inventory (per issuer term sheet dated July 13, 2026).
Pending — not closed: Apogee's acquisition group has been selected as the successful bidder in the bankruptcy proceedings involving the Luca Mariano Distillery assets in Danville, Kentucky — approximately $19.5 million, a distillery campus on approximately 529 acres, production facilities, real estate, brand assets, and approximately 6,600 aging bourbon barrels. The issuer states it is to be completed through a combination of investor equity and senior secured financing, with approximately $7 million of equity expected from a newly formed strategic investor group. It has not closed, and it is contingent on that financing. A separate, mutually executed letter of intent only covers the proposed acquisition of the Rod & Hammer's brand and related assets, including the San Luis Obispo, California distillery (per issuer term sheet dated July 13, 2026).
Approximately 11,500 barrels are owned today through the completed Noble Oak transaction. The frequently cited figure of approximately 18,100 barrels assumes the pending Luca Mariano acquisition closes, which is contingent on financing. A21's brand portfolio comprises Monkey In Paradise Vodka, Andale Tequila, Blue Nectar Tequila, Noble Oak Bourbon and Noble Oak Rye (per issuer term sheet dated July 13, 2026).
Security Interest
The Series D Preferred is secured by a second lien under the Uniform Commercial Code, granted to a trustee for the benefit of Series D holders. It ranks junior to the Series A, B and C Preferred and senior to common stock (per issuer term sheet dated July 13, 2026).
No Financial Statements
The issuer states that it is NOT furnishing financial statements at this time and that an investor cannot rely on any financial information in making this decision (per issuer term sheet dated July 13, 2026).
Terms as disclosed by the issuer (per issuer term sheet dated July 13, 2026). There is no minimum offering and no escrow; the Series D Preferred is offered to accredited investors only under an exemption from registration stated in that term sheet. First Look Equities does not determine or assert which exemption applies. Any offering of Apogee 21 securities is made solely by the issuer, through its own channels, to investors it qualifies — nothing here is an offer, solicitation, or recommendation by First Look Equities.
The acquisitions are contingent on financing and may not close
The proposed acquisitions are each contingent upon achieving financing sufficient to close the deals, either through the private placement of equity to investors or leveraged debt financing, or any combination thereof. There is NO ASSURANCE that any or all of the proposed acquisitions can or will be successfully acquired as intended. If at least the Kentucky Luca Mariano Distillery acquisition cannot be completed, the Company may not be able to continue in the intended business as outlined in the term sheet.
The issuer's own language, per issuer term sheet dated July 13, 2026. The securities offered involve a high degree of risk and should not be purchased by anyone who cannot afford the loss of the entire investment.
Direct Corporate Contacts
Private investor presentations and term sheets are managed directly by senior leadership.
Enter the Apogee 21 deal room.
The documents, the filings, and the A21 200IQ assistant — everything you need to understand the story and form a view, in one place.
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