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Active management: Aligning portfolios with client goals

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Helping your company reach the next stage of growth

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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.

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.

Brian Graham
CEO, AssetWatch response to experience at the Wellington Venture Summit
Sasha

The statement and opinion presented above is an endorsement provided by Brian Graham, CEO of AssetWatch, a portfolio company in which a Wellington-advised client invests. He is not an investor in private funds managed by Wellington Management. Wellington Management has not provided any cash or non-cash compensation for the use of this statement. The ownership structure of portfolio company investments creates a conflict of interest since Senior Executives have an incentive to make positive statements about Wellington and their experiences to maintain goodwill. This statement describes Graham’s experience with Wellington Management and/or its supervised persons and may not be representative of the experience of others.

Meet the value creation team

morales-andrew-7120
Associate Director, Value Creation, Private Investments
Boston

Value creation insights

View more insights

Our focus areas

Venture Capital

Private Credit