Beauty and Personal Care
From bath oils to hair care to fragrance, we help companies understand the nuances of this sector.
Executive Endorsement
Yellow Wood has been an invaluable partner during the stand-up process of Scholl’s Wellness Company as we set up & carved ourselves out of a large strategic entity. Their level of advice, guidance, availability & passion behind our business, with a proven playbook in how to succeed, has helped ensure we have delivered a successful first stage of our business development.
Craig Shaw
CEO of Scholl's Wellness
Executive Endorsement
After many years of successful partnership with Yellow Wood as CEO of PDC Brands, I have the privilege of leading my second Yellow Wood portfolio company, PPI Beauty. Yellow Wood are excellent partners for our company due to their hands-on operational expertise which the management team and I leverage to grow the business.
James Stammer
CEO of PPI Beauty
Executive Endorsement
The dynamic, strategic partnership with Yellow Wood, supported by their wealth of experience in the industry, has allowed us to effectively scale our business and become one of the fastest growing clean beauty incubators in the industry.
Marc Elrick
CEO of Future Beauty Labs
References made to endorsements by any third-party provider to invest with Yellow Wood Partners are not indicative of future performance and does not imply any guaranteed level of service, skill or training. Investors should not rely on endorsements for any purpose and should conduct their own review prior to investing. This individual is not a “promoter” but is otherwise considered a third-party provider who is not compensated for this quote. Also, AUM below as of December 31, 2022.
34
Brands Acquired
$15-100M
EBITDA
$35 - 200M+
Equity Investment
1.7B
AUM
We believe every brand is unique – we recognize that each requires a tailored management approach
Our focused strategy, exclusively investing in consumer brands, executed by a team with extensive industry knowledge, guided by operational experts, and led by seasoned and cohesive investment professionals, makes up the principal pillars of our success.
Meet Our Team
Partnership
We are a complete partner with operational insight and sector expertise. Our investment strategy includes a concentrated approach of partnering with no more than 3-5 portfolio companies per fund. This exclusive partnership allows our team to devote the necessary attention and resources to management teams and brands, working together to identify and execute growth initiatives throughout the lifetime of the investment. Together, driving growth and value creation.
Growth
We work closely with management teams to realize each brand’s full potential. Together, we focus on exceptional value creation through data-driven analytics and highly involved operational initiatives to increase brand profitability. Since 2011, Yellow Wood has worked to achieve this across 34 individual brands held by our current and previous portfolio companies.
Brands
Our experience has taught us to listen to the consumer – always. Our ongoing analytical approach provides extensive data and deep analyses emphasizing retail consumption, category trends, and quantitative consumer research that is then utilized to develop and execute strategies and initiatives that can positively impact our brands and portfolio companies.
Our Family of Brands
Yellow Wood Partners - Consumer Operating DNA™
The Yellow Wood Partners Consumer Operating DNA strategy combines extensive, deep industry research and analysis pre-investment through exit and investment and operating expertise. The Yellow Wood team employs proprietary data analysis strategies that leverage their consumer experience to find the right brand partners for our firm.
Alongside the investment team, the Yellow Wood Partners Consumer Operating DNA program is made up of a network of distinguished business owners and entrepreneurs, sector specialists, current and former executives, and investment professionals across the consumer industry that are involved with each portfolio company in various capacities from initial screening through exit --- providing real-time insights into market and industry trends, offering strategic guidance throughout deal execution, serving as a sourcing channel, and consulting with management teams to add value through growth initiatives, operational improvements and add-on acquisitions.
Consumer Research + Analytics
Pre-Investment to Exit
- Consumer purchasing data analysis
- Emerging category and segment trends
- Consumption analysis
- E-Commerce metrics evaluation
- E-Commerce sales potential
Operational Initiatives Post Investment
- Productivity improvements
- Cost Management
- Pricing optimization
- Capital efficiency programs
- Human capital management and recruiting
- Finance, reporting and budgeting enhancements
- Packaging and point of sale improvements
We believe when the Yellow Wood Partners Consumer Operating DNA strategy is continually executed and applied together by our investment team, operating partners, and portfolio company management teams, opportunities to drive growth and value for brand partners are enhanced.
Home
Boasting iconic names from the home marketplace, our competive advantages translate into opportunities.
Health and Wellness
We've been bold in this category and understand its treands.
Active Lifestyle
Consumers have flocked to the Active Lifestyle sector looking for brands that will enable their potential
Food and Beverage
From children's drinks to household names, our approach to enable growth is unparalleled.
Pet
We understand the category trends happening in this rapidly changing sector.
Family
We've positioned several brands in the category enabling them to grow.
Apparel and Accessories
The attractive sector saw us utilize several smart strategies to overcome complex challenges and build brands.
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