-
-
153
-
Diversified investments
-
Corporate Sustainability
Investment Solutions
Our approach to sustainability
United Kingdom, Intermediary
Change
-
-
16
-
Average core investment team years' experience2
-
-
-
$7.6B
-
AUM (USD)1
-
Why wellington for private equity?
-
Expertise
-
Experience
-
Opportunity
Expertise
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.
Experience
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.
Opportunity
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.
Climate technology
Climate change is the defining challenge of our time, with profound and far-reaching implications. The market opportunity for mitigation- and adaptation-related climate solutions is enormous and necessary.
- ESG insights for private companies — Diversity, equity, and inclusion: FAQ
- ESG insights for private companies — Governance best practices in public markets
- ESG insights for private companies — The critical role of ESG in private equity
- Asking private companies to show their ESG credentials
Explore more of Wellington's capabilities in alternatives
Absolute Return Fixed Income
Fixed income and currency approaches with an absolute return style.
Get Wellington's top news and insights in your inbox
Subscribe now to receive our monthly newsletter and stay abreast of the latest trends, brought to you directly from our investment experts.
This reflects substantially all portfolio company investments made by Wellington Management’s dedicated private equity funds, excluding investments made by the Wellington Access Venture team. Due to confidentiality restrictions, one company name cannot be disclosed. Additional information is available upon request. It should not be assumed that an investment in the portfolio companies identified was or will be profitable. As of 31 December 2022.
1 As of 31 December 2022. This reflects the committed capital of, and investments made by, dedicated private equity funds, and a special purpose “warehousing” vehicle formed to hold certain investments prior to close.
2 Reflects general investment industry experience.
Wellington Management Company LLP (WMC) is an independently owned investment adviser registered with the US Securities and Exchange Commission (SEC). WMC is also a commodity trading advisor (CTA) registered with the US Commodity Futures Trading Commission. In certain circumstances, WMC provides commodity trading advice to clients in reliance on exemptions from CTA registration. In the US for ERISA clients, WMC is providing this material solely for sales and marketing purposes and not as an investment advice fiduciary under ERISA or the Internal Revenue Code. WMC has a financial interest in offering its products and services and is not committing to provide impartial investment advice or give advice in a fiduciary capacity in connection with those sales and marketing activities. WMC, along with its affiliates (collectively, Wellington Management), provides investment management and investment advisory services to institutions around the world. Located in Boston, Massachusetts, Wellington Management also has offices in Chicago, Illinois; Radnor, Pennsylvania; San Francisco, California; Beijing; Frankfurt; Hong Kong; London; Luxembourg; Singapore; Sydney; Tokyo; Toronto; and Zurich. ■ This material is prepared for, and authorized for internal use by, designated institutional and professional investors and their consultants or for such other use as may be authorized by Wellington Management. This material and/or its contents are current at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written consent of Wellington Management. This material is not intended to constitute investment advice or an offer to sell, or the solicitation of an offer to purchase shares or other securities. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or to invest in a fund. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients.
