Yellow Wood Partners

About The Fund

Founded in 2009 and based in Boston, Massachusetts, Yellow Wood Partners is a private equity firm specializing in investments within the consumer industry. They adopt a philosophy of taking the 'Road Less Traveled' in private equity, expressly concentrating on the consumer sector. Their investment focus encompasses a multitude of consumer categories including beauty and personal care, health and wellness, food and beverages, juvenile products, household items, outdoor and recreation, pet care, home goods, and categories such as active lifestyle, apparel, and accessories. Their approach is underpinned by the Yellow Wood Partners Consumer Operating DNA strategy that involves in-depth industry research, and pre-investment to exit consumer analytics and operational initiatives. The firm has a portfolio reflecting diverse brands that deliver products ranging from bath oils to food and beverage items. Yellow Wood Partners seeks out brands that require a tailored management approach and prides itself on its operational experience and sector expertise. Their Consumer Operating DNA strategy combines proprietary data analysis and an extensive network, including business owners, sector specialists, executives, and investment professionals, to identify the right brand partners and strategize for value creation post-investment. The firm's investment strategy involves partnering with a select number of portfolio companies per fund—typically 3 to 5—to ensure that they can provide the necessary attention and resources. They have managed 59 brands with investments ranging from $15 to $350 million in equity and a record of achieving significant growth across 34 brands. They value deep analytical approaches to consumer data, trends, and research for developing and executing strategies for their brands and boast an Assets Under Management (AUM) figure of $2.3 billion as of September 30, 2024.