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    Consumer Goods & Alternatives · Company Research Profile

    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 and production facilities under a vertically integrated model, supported by its announced $20M Series D preferred financing (see the company's Form D filing and press releases).

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    Independent Coverage DisclosureFirst Look Equities has received no compensation from Apogee 21 Holdings for this coverage, which is independent visibility content produced at our own initiative. We do not provide investment advice, buy/sell recommendations, target prices, or valuations, and we are not a broker-dealer or registered investment adviser. We offer paid IR-visibility services to public companies, including companies we cover; if Apogee 21 Holdings engages us, this page will carry a Securities Act §17(b) compensation disclosure.

    Key Identifiers

    Ticker SymbolOTC: APHD
    Round DetailsSeries D Preferred ($20M)
    Offering Terms (per Form D / PR)$1.00 / Share | 6% Dividend
    Inventory Backing (per company)17,000+ Barrels Aged Whiskey
    Company-Stated EBITDA+ TargetYear-End 2027 (issuer guidance)
    Primary ContactGary Herick (Sr. VP BD)

    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.

    Yacht Investment Charter Showcase

    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.

    Live Roadshow Photography
    Photo 1 of 11

    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 A21's high-margin portfolio assets:

    • Monkey in Paradise Vodka: Presentation of their 8,000+ case traction to national retail allocators.
    • Ándale Luxury Tequila: The premier tasting and launch of A21's new ultra-premium tequila line to select family offices.
    Corporate Slides

    Investor Presentation & Strategy Deck.

    Review highlights from Apogee 21 Holdings' investor deck. This presentation outlines their spirits platform consolidation, Luca Mariano Distillery acquisition, and physical inventory projections.

    Use the slides to inspect their business metrics, brand portfolio growth drivers, and physical whiskey barrel asset values.

    Investor Presentation Slides
    Slide 1 of 23
    Distillery Roll-Up and Brand Portfolio

    Kentucky Production Moat

    Apogee 21's acquisition of the Luca Mariano Distillery in Danville, Kentucky—to be renamed the Samuel Damgoode Whiskey Company—serves as the vertical production home for their brand assets. This facility allows A21 to control the supply chain, storage, and aging economics for brands like Noble Oak Bourbon, acquired from Edrington (producers of The Macallan).

    The company's asset-backed portfolio includes over 17,000 barrels of aged Bourbon and Rye, which the company projects at $114 million in bottled revenue (per company materials). A21 rolls up independent craft spirits like Monkey in Paradise Vodka, Blue Nectar Tequila, and Ándale Luxury Tequila, providing a built-in exit strategy for owners and growth scalability for allocators.

    Asset-Backed Collateral

    Physical asset value the company estimates at $53M–$70M across brands, aging barrels, and production facility contracts (per company materials).

    National Scale

    Integrated distribution contracts and top-tier wholesalers. Southern California and Nevada launch scheduled for Q3 2026.

    Offering Summary
    Minimum Investment$50,000
    Price Per Share$1.00 / Preferred
    Dividend Rate6% Annual Yield
    Convertibility1:1 to Common Shares

    Terms as disclosed by the issuer (per Form D / press releases), shown as a historical case study — not a live offering or a solicitation by First Look Equities.

    Direct Corporate Contacts

    Private investor presentations and term sheets are managed directly by senior leadership.

    Gary Herick

    Sr. VP Business Development

    garyh@apogee21holdings.com

    (720) 939-1133

    Mark Newman

    Chief Executive Officer

    markn@apogee21holdings.com
    Ready to go deeper?

    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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