Yellow Wood Partners
TOP 50 PE Winner
2020
Overview
Founded
2009
Locations
Boston, MA
Market Focus
Companies within consumer products industries
Investment Criteria
· EBITDA: $10MM-$50MM
· Platform Equity: $35MM-$150MM
· Geography: North America
· Add-On Investments: Flexible
Leadership
Dana Schmaltz (Partner), Tad Yanagi (Partner), Joseph Atencio (Partner), Tracy Pizzi (Partner), Jennifer Roach Pacini (Principal), Andrew Nguyen (Principal), Sarah Mascioli Ensslen (Principal) and Payton McVey (Vice President)
More on Yellow Wood
Yellow Wood Partners, LLC specializes in brand carve-outs, middle market and growth equity investments. The firm focuses on consumer businesses whose products are sold through food, e-commerce, drug, mass, consumer channels, including mass, drug, food, specialty, value and e-commerce, wholesale club and other retailers. The firm prefers to invest in beauty & personal care, health & wellness, food & beverage, juvenile products, household, outdoor & recreation, pet care & home goods.
It seeks to invest between $50 million and $150 million in equity per investment in companies with revenues between $30 million and $200 million. It may also use various debt financing sources to finance investments. The firm prefers to take majority stakes in its portfolio companies but will also consider minority investments. It prefers to exit its investments through an initial public offering within seven to 10 years or through a sale to a strategic competitor.
Contact Yellow Wood
HQ
255 State Street, Suite 7B
Boston, MA 02109
Call 617.500.6340 → | Visit yellowwoodpartners.com →