- Director, Value Creation, Private Investments
- Boston
United States, Institutional
Change
Our Value Creation Team is your gateway to Wellington’s vast network of public- and private-market experts. We can help you meet public-market customers, learn from private-company leaders across stages, and tap into best practices on governance, talent, sustainability, and much more.
From seed stage to IPO, we tailor the resources of our US$1.3 trillion investment platform to meet our portfolio companies where they are and help them minimize risk and maximize long-term value.
How we can help
Discover how we can partner throughout your growth journey. At every stage, we offer our portfolio companies access to the full breadth of our expertise, resources, and networks.
Wellington Venture Summit
The Wellington Venture Summit brings the breadth of Wellington’s investment expertise and networks under one roof.
Founders, CEOs, and senior leaders from our portfolio companies have access to Wellington’s top private investors, public-market analysts, and thematic experts. Watch clips from the summit on preparing to go public, fundraising your next round, navigating macro and geopolitical uncertainty, and much more.
Seeing the breadth and depth of the relationships in person was valuable. This was a reminder of how and where the Wellington team can potentially add value, especially as we consider our growth journey and getting ready for the next organizational event, whether it is a strategic sale, IPO or another raise, etc.
Value Creation Team
Meet our value creation experts, here to support you every step of the way.
- Associate Director, Value Creation, Private Investments
- Boston
- Associate, Value Creation, Private Investments
- Chicago
Insights
Dive into our latest research on value creation, including ESG insights for private companies and other venture capital trends.
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Insights Posts
Article
6 min
Why materiality assessments (still) matter
Our Value Creation Team explores why materiality assessments matter for private companies and outlines a practical five-step approach to identifying the issues that most influence financial performance, resilience, and long-term value.
6 min
Article
2027-12-31
Article
7 min
Human capital management for private companies
We discuss why effective people management is critical for private companies and outline four strategic focus areas that can help companies navigate evolving employee needs, regulatory changes, and investor expectations.
7 min
Article
2026-11-30
Article
10 min
Evaluating human capital management amid AI adoption: A guide for investors
This guide explores the critical role of HCM in maximizing AI's potential benefits, from productivity to innovation. Wellington ESG analyst Caroline Conway also provides targeted engagement questions to ask management teams as they navigate their AI journey.
10 min
Article
2026-09-04
Video
2 min
Wellington Venture Summit
The Wellington Venture Summit brings our portfolio companies the breadth of our investment expertise and networks under one roof. Watch highlights from the summit on preparing to go public, fundraising your next round, and much more.
2 min
Video
2026-07-31
Article
10 min
The transformative power of vertical AI agents
Olivia Hurley and Rie Kimoto explore Japan's banking sector, highlighting regional banks' undervaluation and M&A opportunities driven by regulatory changes and demographic shifts.
10 min
Article
2026-06-24
Article
5 min
IPOs aren’t dead, they’re just napping
Experts from our venture capital and trading teams explore the current IPO landscape. They highlight three challenges and three opportunities for private companies aiming to go public today.
5 min
Article
2026-07-31
Article
4 min
Go-to-market strategy: 5 lessons learned
Our Value Creation Team explores go-to-market strategy best practices, highlighting stages of growth, product-market fit, the science of sales, and much more.
4 min
Article
2026-06-30
Article
3 min
Preparing to go public: Five IPO lessons learned
Our Value Creation Team highlights five IPO preparation lessons learned for private companies aiming for successful public market entry.
3 min
Article
2026-05-31
Article
7 min
Governance best practices in public markets
For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.
7 min
Article
2025-12-31
Article
7 min
Venture capital outlook for 2025: 5 key trends
Our venture capital experts are encouraged by the healthier environment for venture capital in 2025. In this year's outlook, they explore key themes for the year ahead, including: higher deployment, AI, rebounding IPOs, and impacts of the 2024 election.
7 min
Article
2025-12-31
Article
6 min
Designing an executive compensation program: Five best practices for private companies
Our Value Creation Team highlights best practices for creating effective executive compensation programs for private companies approaching IPO.
6 min
Article
2025-10-31
Article
8 min
AI governance for private companies
Explore the critical need for AI governance for private companies, addressing evolving risks, regulations, and best practices for responsible gen AI usage.
8 min
Article
2025-07-30
Article
8 min
Cybersecurity for private companies
We highlight today's rising cybersecurity risks, explore how they impact private companies, discuss key regulatory considerations, and share best practices for companies facing these threats.
8 min
Article
2025-06-30
Article
Why climate change matters in private markets
We explore why climate change matters in private markets, highlight the current regulatory landscape, and profile key questions to expect from public market investors.
Article
2024-10-31
Podcast
WellSaid: Partnering with portfolio companies
Co-head of private investing Michael Carmen explores how we partner with portfolio companies to help them along the "last mile from the private market to the public market" including on key ESG issues for private companies to consider.
Podcast
2024-07-24
URL References
Related Insights
Explore more about our portfolio companies
CEO corner
Explore case studies of our portfolio companies and watch video interviews with some of our CEOs, where they discuss their businesses and our collaborative partnerships.
Our investments
From early-stage venture to late-stage growth, discover the next generation of industry-defining companies we are investing in across consumer, technology, health care, financial services, biotechnology, and climate technology.