Private equity

The alternatives edge

Average core investment team experience*

20+ years

AUM**

USD 3.4 B

Diversified investments**

70+
Average core investment team experience*
AUM**
Diversified investments**
20+ years
USD 4.5 B
105
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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.

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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.

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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.

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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.

TechnologyCreated with Sketch.
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.

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.

Asking private companies to show their ESG credentials
ESG issues are a growing area of focus in the public market, but what about the private market? Our co-head of Private Investments and our director of ESG, Private Investments, argue for informed and active ownership from the initial investment until the IPO.
Nicholas Adams

Nicholas Adams

Senior Managing Director, Private Equity Sector Lead – Financial Services
Radnor, PA

Industry
experience


36 Years

With
Wellington


35 Years

Molly Breiner

Molly Breiner

Vice President, Private Climate Sector Lead
Boston, MA

Industry
experience


16 Years

With
Wellington


<1 Year

Michael Carmen

Michael Carmen, CFA

Senior Managing Director, Portfolio Manager – Diversified
Boston, MA

Industry
experience


31 Years

With
Wellington


20 Years

Cindy Cheng

Cindy Cheng

Vice President – Consumer and Technology
San Francisco, CA

Industry
experience


9 Years

With
Wellington


<1 Year

Jackson Cummings

Jackson Cummings

Vice President, Head of Diverse Venturess
San Francisco, CA

Industry
experience


7 Years

With
Wellington


<1 Year

Bob Deresiewicz, MD

Senior Managing Director, Portfolio Manager – Biotechnology
Boston, MA

Industry
experience

34 Years

With
Wellington


19 Years

Ann Gallo

Senior Managing Director, Private Equity Sector Lead – Health care
Boston, MA

Industry
experience


30 Years

With
Wellington


21 Years

Cara Hubbard

Cara Hubbard

Managing Director - Investment Director
Boston, MA

Industry
experience


18 Years

With
Wellington


3 Years

Michelle Hunter

Michelle Hunter

Director, Private Investments
Chicago, IL

Industry
experience


18 Years

With
Wellington


16 Years

Van Jones

Van Jones

Vice President, Deal Lead – Diverse Venturess
Los Angeles, CA

Industry
experience


7 Years

With
Wellington


<1 Year

Matt Lipton, CFA

Matt Lipton, CFA

Managing Director – Financial Services
Radnor, PA

Industry
experience


14 Years

With
Wellington


3 Years

Irina Margine

Irina Margine, PhD

Vice President – Biotechnology
Boston, MA

Industry
experience


5 years

With
Wellington


< 1 year

AJ McGuire

AJ McGuire, CMT

Vice President – Investment Director
Boston, MA

Industry
experience

18 Years

With
Wellington


1 Year

Shanna O'Reilly

Shanna O'Reilly

Senior Managing Director – Co-head, Private Investments
Boston, MA

Industry
experience


20 Years

With
Wellington


15 Years

Yash Patodia

Yash Patodia

Senior Managing Director – Consumer and Technology
Singapore

Industry
experience


12 Years

With
Wellington


5 Years

Sean Petersen

Sean Petersen

Vice President, Private Climate Sector Lead
New York, NY

Industry
experience


27 Years

With
Wellington


<1 Year

Wen Shi

Wen Shi, PhD, CFA

Managing Director – Biotechnology
Boston, MA

Industry
experience


12 Years

With
Wellington


4 Years

I-Hung Shih

I-Hung Shih, PhD

Managing Director - Biotechnology
Boston, MA

Industry
experience


14 Years

With
Wellington


2 Year

Prakhar Singh

Prakhar Singh

Vice President – Consumer and Technology
Singapore

Industry
experience


9 Years

With
Wellington


<1 Year

Josh Sommerfeld

Josh Sommerfeld

Vice President – Health Care
Boston, MA

Industry
experience


12 Years

With
Wellington


<1 Year

Greg Wasserman

Greg Wasserman

Vice President, Lead Portfolio Manager – Private Climate
New York, NY

Industry
experience


21 Years

With
Wellington


<1 Year

Matthew Witheiler

Matthew Witheiler

Senior Managing Director, Private Equity Sector Lead – Consumer and Technology
New York, NY

Industry
experience


14 Years

With
Wellington


3 Years

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