Private equity
The alternatives edge
Average core investment team experience*
AUM**
Diversified investments**
Average core investment team experience* | AUM** | Diversified investments** | 20+ years | USD 4.5 B | 131 |
|---|
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.
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
Our investment team
As of 31 December 2021
Molly Breiner
Vice President, Private Climate Sector Lead
Boston, MA
Industry
experience
15 years
With
Wellington
1 year
Michael Carmen, CFA
Senior Managing Director, Portfolio Manager – Diversified
Boston, MA
Industry
experience
33 years
With
Wellington
23 years
Cindy Cheng
Vice President – Consumer and Technology
San Francisco, CA
Industry
experience
10 years
With
Wellington
2 years
Jackson Cummings
Vice President, Head of Diverse Ventures
San Francisco, CA
Industry
experience
8 years
With
Wellington
1 year
Mike DeLucia
Vice President, Private Climate Sector Lead
Boston, MA
Industry
experience
14 years
With
Wellington
< 1 year
Bob Deresiewicz, MD
Senior Managing Director, Portfolio Manager – Biotechnology
Boston, MA
Industry
experience
36 years
With
Wellington
21 years
Hillary Flynn
Managing Director, ESG, Private Investments
Boston, MA
Industry
experience
13 years
With
Wellington
11 years
Jose Gonzalez Rico
Assistant Vice President –Investment Specialist
Boston, MA
Industry
experience
10 years
With
Wellington
< 1 year
Frederik Groce
Vice President, Deal Lead – Diverse Ventures
Seattle, WA
Industry
experience
13 years
With
Wellington
< 1 year
Cara Hubbard
Managing Director - Investment Director
Boston, MA
Industry
experience
19 years
With
Wellington
5 years
Michelle Hunter, CFA
Senior Managing Director – Director, Private Investments
Chicago, IL
Industry
experience
18 years
With
Wellington
16 years
Brent Jiang, CFA
Assistant Vice President –Investment Specialist
Boston, MA
Industry
experience
5 years
With
Wellington
5 years
Van Jones
Vice President, Deal Lead – Diverse Ventures
Los Angeles, CA
Industry
experience
18 years
With
Wellington
1 year
Celi Khanyile-Lynch
Assistant Vice President, Sustainability Analyst
Boston, MA
Industry
experience
6 years
With
Wellington
1 year
Nilesh Kumar
Vice President, Co-Head, Biomedical Innovation
Boston, MA
Industry
experience
16 years
With
Wellington
< 1 year
Matt Lipton, CFA
Senior Managing Director – Financial Services
Radnor, PA
Industry
experience
16 years
With
Wellington
6 years
Irina Margine, PhD
Vice President – Biotechnology
Boston, MA
Industry
experience
7 years
With
Wellington
2 years
Sasha McKenzie
Vice President, Principal – Diverse Ventures
Cincinnati, OH
Industry
experience
12 years
With
Wellington
< 1 year
AJ McGuire, CMT
Vice President – Investment Director
Boston, MA
Industry
experience
19 years
With
Wellington
3 years
Nelson McNeil
Assistant Vice President – Investment Specialist
New York, NY
Industry
experience
14 years
With
Wellington
1 year
Oyin Oduya, CFA
Vice President, Impact Measurement & Management Practice Leader
London, UK
Industry
experience
12 years
With
Wellington
1 year
Shanna O'Reilly
Senior Managing Director – Co-head, Private Investments
Boston, MA
Industry
experience
21 years
With
Wellington
17 years
Yash Patodia
Senior Managing Director – Consumer and Technology
Singapore
Industry
experience
14 years
With
Wellington
8 years
Sean Petersen
Vice President, Private Climate Sector Lead
New York, NY
Industry
experience
25 years
With
Wellington
1 year
Wen Shi, PhD, CFA
Managing Director – Biotechnology
Boston, MA
Industry
experience
14 years
With
Wellington
7 years
I-Hung Shih, PhD
Managing Director, Co-Head, Biomedical Innovation
Boston, MA
Industry
experience
21 years
With
Wellington
3 years
Prakhar Singh
Vice President – Consumer and Technology
Singapore
Industry
experience
11 years
With
Wellington
2 years
Josh Sommerfeld
Vice President – Health Care
Boston, MA
Industry
experience
13 years
With
Wellington
2 years
Greg Wasserman
Vice President, Lead Portfolio Manager – Private Climate
New York, NY
Industry
experience
22 years
With
Wellington
1 year
Mark Watson
Assistant Vice President – Investment Specialist
Boston, MA
Industry
experience
5 years
With
Wellington
< 1 year
Matthew Witheiler
Senior Managing Director, Private Equity Sector Lead – Consumer and Technology
New York, NY
Industry
experience
17 years
With
Wellington
6 years
COMPANIES WE INVEST IN
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