Private equity
We pursue capital appreciation through direct investments in private companies seeking capital to accelerate growth. As a private partnership, we are long-term investors focused on the future.
Average core investment team experience*
AUM**
Diversified investments**
Average core investment team experience* | AUM** | Diversified investments** | 20+ years | USD 3.4 B | 70+ |
|---|
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.
credentials
Our investment team
As of 31 March 2020
Nicholas Adams
Senior Managing Director, Private Equity Sector Lead – Financial Services
Radnor, PA
Industry
experience
36 Years
With
Wellington
35 Years
Michael Carmen,CFA
Senior Managing Director, Portfolio Manager – Diversified
Boston, MA
Industry
experience
31 Years
With
Wellington
20 Years
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
Managing Director - Investment Director
Boston, MA
Industry
experience
18 Years
With
Wellington
3 Years
Matt Lipton, CFA
Managing Director – Financial Services
Radnor, PA
Industry
experience
14 Years
With
Wellington
3 Years
Irina Margine, PhD
Vice President – Biotechnology
Boston, MA
Industry
experience
5 years
With
Wellington
< 1 year
AJ McGuire, CMT
Vice President – Investment Director
Boston, MA
Industry
experience
18 Years
With
Wellington
1 Year
Shanna O'Reilly
Senior Managing Director – Co-head, Private Investments
Boston, MA
Industry
experience
20 Years
With
Wellington
15 Years
Yash Patodia
Managing Director – Consumer and Technology
Singapore
Industry
experience
12 Years
With
Wellington
5 Years
Wen Shi, PhD, CFA
Managing Director – Biotechnology
Boston, MA
Industry
experience
12 Years
With
Wellington
4 Years
I-Hung Shih, PhD
Vice President - Biotechnology
Boston, MA
Industry
experience
14 Years
With
Wellington
1 Year
Josh Sommerfeld
Vice President – Health Care
Boston, MA
Industry
experience
12 Years
With
Wellington
<1 Year
Matthew Witheiler
Managing Director, Private Equity Sector Lead – Consumer and Technology
New York, NY
Industry
experience
14 Years
With
Wellington
3 Years
COMPANIES WE INVEST IN
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This reflects substantially all portfolio company investments made by Wellington Management’s multi-sector late-stage, dedicated private equity growth funds, which are closed to additional commitments. Due to confidentiality restrictions, one company name cannot be disclosed. Other private equity vehicles with different investment objectives and strategies may be managed by one or more investment team members and may also make late stage, private equity investments. Additional information is available upon request. It should not be assumed that an investment in the portfolio companies identified was or will be profitable. As of 31 March 2019.
* Reflects general investment industry experience.
**As of 30 April 2020. This reflects the committed capital of, and investments made by, our late-stage, dedicated private equity growth funds, which are closed to additional commitments.
Wellington Management Company LLP (WMC) is an independently owned investment adviser registered with the US Securities and Exchange Commission (SEC). WMC is also a commodity trading advisor (CTA) registered with the US Commodity Futures Trading Commission. In certain circumstances, WMC provides commodity trading advice to clients in reliance on exemptions from CTA registration. In the US for ERISA clients, WMC is providing this material solely for sales and marketing purposes and not as an investment advice fiduciary under ERISA or the Internal Revenue Code. WMC has a financial interest in offering its products and services and is not committing to provide impartial investment advice or give advice in a fiduciary capacity in connection with those sales and marketing activities. WMC, along with its affiliates (collectively, Wellington Management), provides investment management and investment advisory services to institutions around the world. Located in Boston, Massachusetts, Wellington Management also has offices in Chicago, Illinois; Radnor, Pennsylvania; San Francisco, California; Beijing; Frankfurt; Hong Kong; London; Luxembourg; Singapore; Sydney; Tokyo; Toronto; and Zurich. ■ This material is prepared for, and authorized for internal use by, designated institutional and professional investors and their consultants or for such other use as may be authorized by Wellington Management. This material and/or its contents are current at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written consent of Wellington Management. This material is not intended to constitute investment advice or an offer to sell, or the solicitation of an offer to purchase shares or other securities. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or to invest in a fund. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients.
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