Overview
Yellow Wood (“we,” “us,” “our,” or the “Firm”), is a Boston based private equity firm focused on
investing in the consumer space with prospective target investments in companies with $15-100
million in EBITDA.
Yellow Wood was founded in 2011 and is wholly owned by Mr. Schmaltz.
Yellow Wood’s primary business is to direct private equity investments through brand carve outs,
growth companies requiring deeper senior management experience to get to the next level, and
stable cash flow companies/brands in need of management transition.
Yellow Wood serves as an investment manager to related investment partnerships that make private
equity investments in the securities of established businesses (each partnership, a “Private Equity
Partnership” or “Partnership(s)”). Yellow Wood’s strategy is to make control-oriented investments
or influential, non-control investments for the companies in which it invests.
Yellow Wood attempts
to make investments of approximately $15 million to $350 million in equity investment size, in
companies with stable revenue and cash flow businesses with high margin structure and will attempt
to capitalize on flexible investment structures.
In providing services to the Partnerships, Yellow Wood formulates the investment objective, directs
and manages the investment and reinvestment of the Partnership’s assets, and provides periodic
reports to the Partnership’s investors. Investment advice is provided directly to the Partnership and
not individually to the limited partners of the Partnership. Yellow Wood manages the assets of the
Partnership in accordance with the terms of the Partnership’s applicable governing documents.
As of December 31, 2023, Yellow Wood managed regulatory assets under management (“RAUM”)
of approximately US $2.1billion on a discretionary basis.