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Executive Search Firm Partnership Best Practices for Wine Leaders

Finding the right executive talent in the wine and spirits industry requires more than posting a job description and waiting for applications. The leaders who drive growth at wineries, distilleries, and distribution companies bring a rare combination of operational expertise, brand sensibility, and deep market relationships. That is why an executive search partnership with a firm that truly understands this industry can make the difference between a hire who transforms your business and one who never quite fits.

Whether you are a boutique winery in Napa Valley looking for a new director of sales or a global spirits distributor seeking a chief marketing officer, the process of selecting and working with the right search firm deserves careful thought. This guide walks through the best practices that wine and spirits leaders use to build productive, lasting relationships with executive search firms.

Why Wine and Spirits Leaders Partner with Specialized Executive Search Firms

The Luxury Wine Industry’s Unique Leadership Challenges

Wine and spirits companies operate at the intersection of agriculture, luxury branding, and complex distribution networks. A chief operating officer at a mid-size winery needs to understand harvest cycles, barrel aging timelines, and the regulatory landscape of alcohol distribution across multiple states. These are not skills you find on a generic job board. Specialized executive search firms maintain networks of professionals who have spent careers navigating these exact challenges, and they can identify candidates who bring both the technical knowledge and the cultural fit your organization needs.

Building Long-Term Relationships with Recruiters Who Understand Terroir and Distribution

The concept of terroir—the unique combination of geography, climate, and culture that shapes a wine—applies to talent acquisition as well. A recruiter who understands the difference between selling premium Bordeaux and marketing craft bourbon brings a depth of insight that generalist firms simply cannot replicate. The best executive search partnerships in this industry are built over years, with recruiters who visit your vineyards, attend your trade events, and understand the nuances of your brand positioning. When you invest in that kind of relationship, the quality of candidates improves dramatically.

Leveraging Recruiter Networks in Established Regions and Emerging Markets

The wine and spirits landscape is global. While traditional regions like Napa, Bordeaux, and Scotland remain talent hubs, emerging markets in Oregon, Texas, and even Southeast Asia are creating new demand for experienced leaders. A strong executive search partner maintains relationships across all of these regions, giving you access to candidates who might not be actively looking but would be the perfect fit for your organization’s next chapter.

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Defining Clear Expectations Before Engagement

Articulating Your Winery or Distributor’s Strategic Goals

Before you engage a search firm, take the time to clearly articulate what success looks like for the role you are filling. Are you looking for a leader who can scale your direct-to-consumer channel? Someone who can navigate the complexities of three-tier distribution in new states? A turnaround specialist who can revitalize a legacy brand? The more specific you can be about your strategic goals, the more effectively your search partner can target the right candidates. Vague briefs lead to mismatched candidates and wasted time on both sides.

Setting Timeline and Budget Parameters for Leadership Hires

Executive searches in the wine and spirits industry typically take 60 to 120 days, depending on the seniority of the role and the specificity of the industry expertise required. Setting realistic timeline expectations upfront prevents frustration later. Similarly, discussing budget parameters early—including compensation ranges, relocation packages, and equity considerations—ensures that your search firm is targeting candidates who align with what you can offer. Transparency here builds trust and accelerates the process.

Establishing Metrics for Quality of Candidates and Speed to Fill

A strong executive search partnership operates on clearly defined metrics. Consider establishing benchmarks around the number of qualified candidates presented in the first 30 days, the percentage of candidates who advance past initial interviews, and the overall time to fill. These metrics create accountability on both sides and give you a framework for evaluating whether the partnership is delivering value. If a firm consistently falls short on agreed-upon benchmarks, that is a signal to reassess the relationship.

Evaluating Search Firm Credentials and Track Record

Asking the Right Questions About Wine Industry Experience

Not all executive search firms that claim food and beverage expertise have meaningful wine and spirits experience. Ask specific questions: How many placements have you made at wineries or distilleries in the past two years? Can you describe a search you conducted for a head of production at a premium spirits company? Do you have active relationships with sommeliers, master distillers, or distribution executives? The answers will quickly reveal whether a firm truly operates in your space or is stretching their credentials.

Reviewing Case Studies of Successful Placements in Your Segment

Request detailed case studies, not just client logos. A firm that placed a vice president of marketing at a mid-size winery can walk you through the specific challenges of that search, how they identified the candidate, and how the placement performed over the first 12 months. These stories reveal the firm’s methodology, industry network, and ability to deliver candidates who stick. Look for firms that can speak to both the recruitment process and the long-term outcomes of their placements.

Verifying Recruiter Relationships with Top Producers and Distributors

The strength of an executive search firm in wine and spirits comes down to relationships. A firm with genuine connections to producers like Constellation Brands, Duckhorn Portfolio, or regional craft operations brings a fundamentally different candidate pool than one that relies solely on LinkedIn searches. Ask for references from other wine and spirits companies they have worked with, and verify that their network extends into the specific segment where you operate.

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Maintaining Strong Partnerships Through the Entire Search

Communication Cadence and Candidate Pipeline Transparency

Once a search is underway, regular communication keeps the process on track. Establish a weekly update cadence where your search firm shares pipeline progress, candidate feedback, and any market intelligence they are picking up during outreach. The best firms provide transparent reporting on how many candidates they have contacted, how many have expressed interest, and where each candidate stands in the evaluation process. This transparency allows you to provide timely feedback and adjust the search strategy if needed.

Providing Feedback That Helps Refine Candidate Quality

Your feedback after each candidate presentation is one of the most valuable inputs your search firm receives. Be specific: instead of saying a candidate was not a good fit, explain why. Perhaps they lacked experience with premium price points, or their distribution background was too focused on domestic markets. This kind of detailed feedback allows your search partner to recalibrate their targeting and present stronger candidates in subsequent rounds. The firms that deliver the best results are the ones that receive the most honest, detailed feedback from their clients.

Building Partnerships That Last Beyond a Single Placement

The most successful executive search partnerships in wine and spirits are not transactional. They evolve into strategic relationships where the search firm becomes an extension of your leadership team’s talent strategy. After a successful placement, maintain the relationship through periodic check-ins, industry event attendance, and succession planning conversations. When your next leadership need arises, a firm that already understands your culture, strategy, and team dynamics can move significantly faster and deliver even stronger results.

Building a strong executive search partnership is an investment that pays dividends across multiple hiring cycles. By choosing a firm with genuine wine and spirits expertise, setting clear expectations, maintaining open communication, and providing detailed feedback, you position your organization to attract the caliber of leadership that drives sustainable growth in this dynamic industry.

Our Impact

In 1995, our founders embarked on a journey that would disrupt the status quo of the executive recruiting industry. We have been transforming companies and lives ever since.

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9,395

First Round Interviews

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3,000+

Total Placements

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47%

Diversity Placements

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$700M

Economic Impact

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Brent Albertson

CEO, Zing Zang LLC

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“ Our experience with Protis Global has been very positive. They have strong multi-industry CPG experience and understand our business model and standards. They know the difference between an “A-player” and a “B-player” in several functions, and the honesty around that standard helps us move faster. Mike and team set up a great process, especially in early canvassing and vetting that helps our leaders engage at the right time and make decisions fast. ”

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Colin Nolan

Executive Vice President, Mark Anthony Brewing Inc.

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“Protis Global’s approach to talent acquisition is marked by diligence, transparency, and a genuine dedication to client satisfaction. Their strategic insights and personalized service have made a substantial impact on our organization, ensuring that we always have the best professionals driving our initiatives forward. The team at Protis Global demonstrates a keen ability to identify individuals who not only possess the requisite skills but also align seamlessly with our company culture.”

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Hilal Tabsh

Chief Revenue Officer, Glass House Brands

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“Over the last 10+ years my experience with Michael Bitar and the Protis Global team has been exceptional across multiple industries. Michael and his team work to get to the true needs of my hiring plan and partner with us throughout the process. They understand our business, company culture, what success looks like, and then propose candidates that will produce results while also fitting into our team dynamic. Overall it’s a great team and experience and I would recommend to anyone looking to hire top-notch quality candidates reach out to Protis Global and Michael Bitar.”

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Peter Iglesias

Chief Executive Officer, Bespoken Spirits

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“I highly recommend Protis Global as a top-notch recruiting agency. I have had the pleasure of working with them for the past 15 years, both as a candidate and employer in the Spirits and Wine industry. In my 25 years of experience, I have found Protis Global to be the most efficient and effective recruiting agency I have ever dealt with. Protis Global has consistently come through for me in the clutch, providing exceptional professionalism and execution in job searches and placements. Their dedication to finding the right fit for both candidates and employers sets them apart from other agencies. I have always been impressed by their ability to understand the needs of both parties and successfully connect them in a timely manner.”

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Soley Van Lokeren

SVP, People

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“I have been in the field of human resources for over thirty years, in executive level roles both in-house and in outsourced positions. Michael Bitar is my favorite talent acquisition professional with which I have ever worked. He cares deeply about building a relationship with his clients, learning their business, culture, challenges, and truly understanding the needs of a role requisition. His approach is mirrored by the rest of the Protis team, who are courteous, thorough, and who make you feel like you are their only client. Protis successfully delivered hires for our Chief Commercial Officer role and for three key challenging roles (in both Marketing and Sales). They are simply – the best!”

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Brian Kuz

Chief Sales Officer

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“Protis is unique in their go-to-market strategy in that they not only find the right candidate for the role, but they find the right opportunity and company for the candidate. Protis Global looks for people who are ready to make a change...I will continue to recommend Protis Global as one of the best placement agencies in the World, as I have worked on every continent and have dealt with the big executive placement firms and the boutique ones. Protis shines above all, and as long as I am hiring, I will continue to go to Protis Global first, if not exclusively.”

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Chris Hall

CEO, poppi

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“Partnering with Protis Global has been a game-changer for poppi. They understood our vision and the unique challenges we faced as a rapidly growing brand. Their expertise in executive search helped us find the right leaders who not only fit our culture but also brought the skills and passion needed to drive accelerated growth. The Protis Global team actively took our feedback and adapted the search so that we could focus on what we do best – creating innovative, healthy beverages that our customers love. They’ve truly become an extension of our team, and we couldn’t imagine achieving our success without the team members they helped us to bring aboard.”

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Chad Palma

President of Sales, Spindrift

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“Michael Bitar and the Protis team have been such a pleasure to work with over the years. Not only do they do amazing work with recruiting but we have also developed a partnership between our two companies. Michael and his team provide a crucial role in reviewing my hiring needs at the beginning of each year. Once the review is complete, Michael begins searching for quality candidates that fit the role and culture for Spindrift. He and his team do an outstanding job of finding the right candidates for the position in need. I highly recommend Michael and the Protis team for your hiring needs.”

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John Sacksteder

President, Mark Anthony Brewing Inc

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“From the start, the relationship with Protis Global was different than other recruiting firms.  The team had a deeper level of commitment and desire to learn about our business than I had experienced with other firms. Our company was experiencing a time of exponential growth and our staffing needs were complex. We needed very experienced people across every possible function in the Operation and Supply Chain Teams and we needed them in a hurry. The Protis Global Team mobilized quickly and established a methodology to identify strong candidates and work them through the interview process in a professional and timely manner. Their grit, determination, understanding our needs and culture, sense of urgency and drive to exceed our expectations set them apart from the pack.”

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Thomas Frisch

Chief People Officer at IJW Whiskey

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“The team worked quickly and efficiently to find a unique position.”

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Kim Nguyen

VP of Supply Chain at Lallemand

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Everyone involved was extremely helpful - Gary, Michael, Ben - thank you!! The team didn't only search for candidates based on the job description, but also the qualities that I look for in candidates. 

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Shashank Gaur

VP of Product Technology & Innovation

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The interview process was smooth and extremely professional. Ben and team represented me as much as they represented the company. 

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Jeremy Schulman

Regional Business Manager - Foodservice

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Consistent communication, updates, and detailed knowledge of the client. The whole experience was top notch!

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Blake T. Bermingham

Supply Chain Manager

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Very simplistic process finding the right role for the right candidate...keep up the great work! 

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Don Stohrer Jr.

CEO, Arla Foods USA

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“We’ve been a Protis Global client for eight years, and during this time have always appreciated the thoroughness of the recruitment process, as the candidates brought to us have been well-vetted, not only from a competency perspective, but more importantly from a [cultural] fit dynamic. Mike and the team have always been highly engaged to ensure they bring us candidates that match our culture. That’s been critical to the success of the candidates that have landed here by way of our relationship with Protis.”

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Alaa Selim

VP of HR, Solaris Paper

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“Many thanks to the team, not only for identifying and placing excellent candidates but also for the Protis Global team’s professionalism and efficiency in the overall sourcing process. The platform you gave us access to and the candidate summary you provided were always on point and accurate. 

You made us feel you were part of the team.

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