Hellman & Friedman

Hellman & Friedman LLC is a private equity firm founded in 1984, with offices in San Francisco, New York, and London. The firm specializes in making large-scale equity investments in both public and private companies across various sectors, including financial services, healthcare, retail, consumer products, energy, industrials, vertical software, and digital media. Hellman & Friedman focuses on companies with strong market positions and seeks to support their management teams by providing long-term capital. The firm typically invests between $50 million and $1.2 billion and may take controlling or influential minority stakes in its portfolio companies. It prefers to engage with businesses undergoing transitions, such as those looking to institutionalize or go public. Over its history, Hellman & Friedman has raised over $25 billion in committed capital and has invested in more than 75 companies, establishing a reputation as a flexible capital partner with a distinctive investment philosophy.

Deepak Advani

Managing Director

Stuart Banks

Partner and General Counsel, Europe

Matthew Barger

Senior Advisor

Jacob Best

Director

Gary E. Bischoping JR.

Partner

Susanna Daniels

Head of Investor Relations

Roanne Daniels

Managing Director

Brian D. Doyle

Partner

Adam Durrett

Partner

Stephen Ensley

Partner

Benjamin Farkas

Partner

Stefan Goetz

Partner

Jeffrey Goldstein

Managing Director

Philip U. Hammarskjold

Executive Chairman

Patrick Healy

CEO

Sara Ho

Associate, Investor Relations

Suzanne Kim

Director, Investor Relations

Blake Kleinman

Partner

Johannes Korp

Partner

Quyen Le

Director of Finance

Adrien Motte

Director

Sameer Narang

Partner

Annmarie Neal

Chief talentOfficer

Kristen Nelson

Principal, Investor Relations

Arrie R. Park

Partner and Chief Legal Officer

Hunter Philbrick

Partner

Erik Ragatz

Managing Director

Zita Saurel

Partner

Judd Sher

Managing Director and Chief Financial Officer

Philip Sternheimer

Partner

David Tunnell

Partner & Member of the Investment Committee

Tarim Wasim

Partner

Trevor Watt

Partner

Past deals in Wealth Management

Vantage Group Holdings

Seed Round in 2020
Vantage Group Holdings offers property catastrophe reinsurance as well as specialty property reinsurance.

Vantage Group Holdings

Private Equity Round in 2020
Vantage Group Holdings offers property catastrophe reinsurance as well as specialty property reinsurance.

Financial Engines

Acquisition in 2018
Financial Engines, Inc., founded in 1996 and based in Sunnyvale, California, provides independent investment advisory services focused on retirement planning. As a subsidiary of Edelman Financial Engines, the company aims to make high-quality financial guidance accessible to individuals irrespective of their wealth. Financial Engines partners with Fortune 500 companies to offer its advisory services as an employee benefit, ensuring that workers receive personalized financial advice without the influence of commission-based incentives. The company emphasizes a technology-enabled approach, combining fee-based advice with online services and dedicated advisors to promote financial wellness, helping employees build a secure financial future.

Allfunds

Acquisition in 2017
Allfunds Bank S.A. provide all the tools needed to help investors gain the freedom to choose among the best fund managers in the world. Allfunds seek to create value from greater efficiency within the financial sector through the constant technological evolution of our platform.

Edelman Financial Services

Acquisition in 2015
Edelman Financial Services provides financial planning and investment management services to more than 28,000 individuals and families and manages more than $15 billion in assets

Artisan Partners

Venture Round in 2006
Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world.