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We don't just look to the future, we help build it

Private Equity

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    165

    Diversified investments

     

    16

    Average core investment team years' experience2

    $8.0B

    AUM (USD)1

     

    Why wellington for private equity?

    Expertise 2

    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 2

    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 1

    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

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    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.

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    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.

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    Health care

    Advancements in drug discovery, applied science, and health care services are improving patient outcomes. Innovation in health care is changing lives.

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    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.

     

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    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.

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    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.

    Wellington News

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    Podcast

    Capital Allocators with Ted Seides podcast featuring Co-head Private Investments, Michael Carmen

    Our dedicated team of investors continues to see compelling investment potential in private markets. Listen to this episode of the Capital Allocators with Ted Seides podcast to hear Wellington’s Co-Head of Private Investments Michael Carmen share his journey from public to private markets, detail his investment philosophy, and highlight what sets Wellington apart in this space.

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    Article Alternatives Private equity

    The Wall Street Journal News Exclusive: Wellington Banks at Least $2.6 Billion for Growth Investment Strategy

    Co-Head, Private Investments Michael Carmen and Sector Lead, Consumer & Technology, Matt Witheiler spoke with the Wall Street Journal to disucss the recent oversubscribed $2.6 billion final close of late-stage growth fund, Hadley Harbor IV and how Wellington is supplying capital to transformative businesses enabling them to scale from the private to the public market.

    Source: WSJ Pro Private Equity

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    Press release

    Wellington Management closes fourth late-stage private fund, exceeding $2.5 billion target

    Hadley Harbor IV brings total capital raised to invest in late-stage private companies to over $6.6 billion since 2014.
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    Article

    Matt Witheiler named to Forbes’ "The Midas List: The World’s Best Venture Capital Investors in 2023."

    Congratulations to Matt Witheiler, Sector Lead, Consumer & Technology who was named to Forbes’ The Midas List: The World’s Best Venture Capital Investors in 2023, for a third year in a row! It is an incredible achievement.

    Wellington Management did not pay a fee to be considered. Winners were selected by a data-driven approach, the Midas List is produced from a combination of public data sources and the submissions of hundreds of investment partners across hundreds of firms each year. This award was announced on May 4, 2023, a submission made in January 2023 and is based on 5 years of trailing data. Wellington Management was the only winner in the Top Tech Investors category, which was judged based on Forbes’ criteria. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.

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    Article Alternatives Private equity Private investing Americas ESG insights for private companies

    WSJ Pro Venture Capital: Wellington Management Raises US$476 Million for Second Biotech Venture Fund

    Co-heads of biotech private investments I-hung Shih and Nilesh Kumar spoke with the Wall Street Journal to discuss the recent US$476M final close of Biomedical Innovation Fund II and how Wellington is a “one-stop shop” for the next generation of innovative biotech companies.

    Source: WSJ Pro Venture Capital. Permission required for reproduction.

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    Article

    Wellington Management announces US$476 million final close for Biomedical Innovation II 

    We are excited to announce the final close of Wellington Biomedical Innovation II, which invests in private biotech companies that are developing the next generation of treatments that seek to improve the standard of care in medicine. 
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    Article

    Sasha McKenzie named to  PitchBook’s annual list of "Black Founders and Investors to Watch" in 2023

    We’re thrilled to share that Sasha McKenzie has been included in PitchBook’s annual list of Black Founders and Investors to Watch this year. In the US, only 3% of venture capital partners are Black and only 0.27% of all VC investments have gone to Black women founders in recent years. As a deal lead for the Wellington Access Ventures (WAV) Team, Sasha is one of the investors pushing to change the private market landscape. Explore PitchBook's full list.

    Sources: NVCA, Deloitte, and TechCrunch

    List published by PitchBook on February 8 and is for the year 2023. Wellington did not pay a fee to be considered for the list. Past performance is no guarantee of future results.

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    Article

    Matt Witheiler named to Forbes’ "Midas List of The World’s Best Venture Capital Investors" in 2022.

    Congratulations to Matt Witheiler, who has been recognized for a second year in a row by the Forbes “Midas List of the World’s Best Venture Capital Investors” in 2022. An amazing achievement!

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    Article Sustainable investing

    Wellington Management expands private investing capabilities with new climate-focused investor

    We are pleased to welcome Mike DeLucia to our Private Market Sustainable Investment Team. Mike will focus on energy transition, buildings, and smart cities.
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    Article

    Shanna O’Reilly named to Wall Street Journal Private Equity Women to Watch list

    Congratulations to Shanna O’Reilly, Co-Head, Private Investments, who was recognized by WSJ Pro on its Private Equity Women to Watch list. A wonderful achievement!
    WSJ Pro Private Equity selected 7 women playing an active role in the limited-partner and fundraising communities as part of their 2021 Women to Watch list. Inclusion in this publication is not indicative of Wellington Management’s performance and this does not represent a recommendation to buy or invest in any securities.

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    Article

    Wellington Management expands diversity-focused private investing capabilities with new private equity hires

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    Article

    Wellington Management names new co-heads of biotechnology team

    We are pleased to announce that I-hung Shih and Nilesh Kumar will co-lead our Private Market Biotechnology Team.

    ESG in Private Investing

    We believe ESG matters in private markets for the same reasons it matters in public markets. That’s why, in addition to supporting our private investors’ processes, our dedicated Private Investments ESG Team seeks to establish a productive two-way dialogue with our portfolio companies.

    We offer companies a range of proprietary ESG support, complemented by publicly available insights, which draw on our firm's broad expertise across public and private equity, fixed income, and ESG. Visit our ESG insights for private companies collection to learn more.

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    Companies we invest in

    Sector:
    Biotechnology
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    Information technology
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    Biotechnology
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    Financials
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    Health care
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    Consumer discretionary
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    Biotechnology
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    Health care
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    Climate technology
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    Health care
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    Health care
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    Consumer discretionary
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    Biotechnology
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    Information technology
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    Consumer discretionary
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    Consumer discretionary
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    Biotechnology
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    Consumer discretionary
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    Consumer discretionary
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    Health care
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    Biotechnology
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    Climate technology
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    Financials
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    Health care
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    Biotechnology
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    Climate technology
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    Financials
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    Consumer discretionary
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    Consumer discretionary
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    Climate technology
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    Financials
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    Consumer discretionary