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 June 30, 2023.

35
Brands Acquired
$15-100M
EBITDA
$15 - 350M
Equity Investment
1.8B
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
We believe every brand is unique – we recognize that each requires a tailored management approach

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

YelloWood-Y-Grachic

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.

Beauty and Personal Care

From bath oils to hair care to fragrance, we help companies understand the nuances of this sector.

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 trends.

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.

Terms of Use and Legal Information

Yellow Wood Partners LLC (“Firm”) is registered as an investment adviser with the United States Securities and Exchange Commission (“SEC”). Such registration is not an endorsement of the Firm by the SEC and does not imply a certain level of skill or training. By accessing this site, you signify your agreement with and understanding of the following Terms of Use and Legal Information pertaining to both this site and any material in it.

Ownership of Site and Trademarks

Yellow Wood Partners LLC owns and maintains this site. No act of downloading or otherwise copying from this site will transfer title to any software or material at this site to you. Anything that you transmit to this site becomes the property of Yellow Wood Partners LLC, may be used by Yellow Wood Partners LLC for any lawful purpose, and is further subject to disclosure as deemed appropriate by Yellow Wood Partners LLC, including to any legal or regulatory authority to which Yellow Wood Partners LLC is subject. Yellow Wood Partners LLC reserves all rights with respect to copyright ownership of all material at this site and will enforce such rights to the full extent of the law.

No Offer of Securities—Disclosure of Interests

Under no circumstances should any material at this site be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any investment fund managed by Yellow Wood Partners LLC. Any such offer or solicitation will be made only by means of the Confidential Private Offering Memorandum relating to the particular fund. Access to information about the funds is limited to investors who either qualify as accredited investors within the meaning of the Securities Act of 1933, as amended, qualified purchasers within the meaning in the Investment Company Act of 1940 or those investors who generally are sophisticated in financial matters, such that they are capable of evaluating the merits and risks of prospective investments.

No Reliance

While Yellow Wood Partners LLC uses reasonable efforts to update the information on this site, it makes no representations or warranties as to the accuracy, reliability or completeness of any information at this site. Any contents at this site are subject to change without notice.

Material to be Consulted in its Entirety

All materials in this site are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions or disclosures, and any copyright or proprietary notices. Any disclaimers, restrictions, disclosures or hedge clauses apply to any partial document or material in the same manner as they do to the whole and will be deemed incorporated in the portion of any material or document that you consult or download.

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No Warranty

The materials in this site are provided “as is” without warranty of any kind, either express or implied, to the fullest extent permissible pursuant to applicable law. Yellow Wood Partners LLC further assumes no responsibility for, and makes no warranties that functions contained at this site will be uninterrupted or error-free, that defects will be corrected, or that the site or the server that makes it available will be free of viruses or other harmful components. Yellow Wood Partners LLC shall not be liable for any damages, viruses, or services, repairs or corrections that must be performed on your computer or other property on account of your accessing or using this site. Please note that some jurisdictions do not allow the exclusion of implied warranties, so some or all of the above exclusions may not apply to you.