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Private equity
We pursue capital appreciation through direct investments in private companies seeking capital to accelerate growth. As a private partnership, we are long-term investors focused on the future.
Average core investment team experience*
AUM**
Diversified investments**
Average core investment team experience* | AUM** | Diversified investments** | 20+ years | USD 3.4 B | 70+ |
|---|
WHY WELLINGTON FOR PRIVATE EQUITY?
Our private equity team includes specialists who draw on their backgrounds as entrepreneurs, doctors, and scientists. We tap into our firm’s broad investment capabilities, and believe our reputation, deep industry expertise, and asset size attract a wide range of potential private investments.
Our private equity team works closely with portfolio managers, global industry analysts, and other global research resources within Wellington to identify and pursue investments in private companies. We can put capital to work quickly and invest in a wide range of deals across the private market spectrum. We have the ability to invest in both small private companies as well as participate in large capital raises. We seek to invest in companies with strong management teams who are looking for capital to fund future growth. In addition to capital support, we offer strategic guidance based on industry experience and can provide insights into the public market.
We aim to use our global scale, sector expertise, and market reach to help partner with innovative, disruptive companies in the private market. Today, we invest globally and focus on consumer, technology, health care, biotechnology and financial services.
We think the private equity market environment is providing attractive opportunities for capital appreciation, and that our firm is well positioned to pursue them — serving not only as a capital provider, but potentially also as an experienced intellectual partner. We have the ability to provide support and guidance through the phases of a company’s business cycle. We strive to partner with entrepreneurs who embrace that challenge and want an investor who shares their vision and desire to build great companies.
Sectors we focus on
Consumer
Digital technology is changing the way consumer products are marketed and sold, paving the way for the next generation of consumer brands and technologies.
Technology
Data analytics, social features and cloud technologies are transforming companies’ abilities to meet customer needs by potentially reducing costs and expanding reach. We believe the future is data-rich, online, on-demand, and mobile.
Health care
Advancements in drug discovery, applied science, and health care services are improving patient outcomes. Innovation in health care is changing lives.
Financial services
We believe developments in digital banking are changing the face of finance. Banking services, lending and payments are driving global growth and collaboration.
Biotechnology
Significant scientific advances have unearthed fundamental pathways of disease and potential strategies for interdiction. Drug pipelines are ripe with exciting new products on the horizon. Supported by structural and regulatory tailwinds, we believe we are in the midst of a potentially unprecedented period of drug discovery.
Our investment team
As of 31 March 2020
Nicholas Adams
Senior Managing Director, Private Equity Sector Lead – Financial Services
Radnor, PA
Industry
experience
36 Years
With
Wellington
35 Years
Michael Carmen,CFA
Senior Managing Director, Portfolio Manager – Diversified
Boston, MA
Industry
experience
31 Years
With
Wellington
20 Years
Bob Deresiewicz, MD
Senior Managing Director, Portfolio Manager – Biotechnology
Boston, MA
Industry
experience
34 Years
With
Wellington
19 Years
Ann Gallo
Senior Managing Director, Private Equity Sector Lead – Health care
Boston, MA
Industry
experience
30 Years
With
Wellington
21 Years
Cara Hubbard
Managing Director - Investment Director
Boston, MA
Industry
experience
18 Years
With
Wellington
3 Years
Matt Lipton, CFA
Managing Director – Financial Services
Radnor, PA
Industry
experience
14 Years
With
Wellington
3 Years
Irina Margine, PhD
Vice President – Biotechnology
Boston, MA
Industry
experience
5 years
With
Wellington
< 1 year
AJ McGuire, CMT
Vice President – Investment Director
Boston, MA
Industry
experience
18 Years
With
Wellington
1 Year
Shanna O'Reilly
Senior Managing Director – Co-head, Private Investments
Boston, MA
Industry
experience
20 Years
With
Wellington
15 Years
Yash Patodia
Managing Director – Consumer and Technology
Singapore
Industry
experience
12 Years
With
Wellington
5 Years
Wen Shi, PhD, CFA
Managing Director – Biotechnology
Boston, MA
Industry
experience
12 Years
With
Wellington
4 Years
I-Hung Shih, PhD
Vice President - Biotechnology
Boston, MA
Industry
experience
14 Years
With
Wellington
1 Year
Josh Sommerfeld
Vice President – Health Care
Boston, MA
Industry
experience
12 Years
With
Wellington
<1 Year
Matthew Witheiler
Managing Director, Private Equity Sector Lead – Consumer and Technology
New York, NY
Industry
experience
14 Years
With
Wellington
3 Years
EXPLORE MORE OF WELLINGTON'S CAPABILITIES IN ALTERNATIVES
ABSOLUTE RETURN
FIXED INCOME
Fixed income and currency approaches with an absolute return style.
* Reflects general investment industry experience.
**As of 30 April 2020. This reflects the committed capital of, and investments made by, our late-stage, dedicated private equity growth funds, which are closed to additional commitments.
Private equity investing is speculative, involves a high degree of risk, can be highly volatile and an investor can lose all or a substantial amount of their investment. Investment capabilities described on this website are not suitable for all investors. If an investor is in any doubt as to the suitability of an investment in an investment, an investor should consult an independent financial advisor.
The purpose of this Site is for information purposes only and is limited to providing you with general information on our capabilities and philosophy and is not specific to any fund. The information on this website does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in any security including, but not limited to, shares in funds.