# Webster Equity Partners

Webster Equity Partners is a Private Equity based in Waltham, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Waltham, United States
- **Region:** North America
- **Address:** Waltham, MA, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** websterequitypartners.com
- **LinkedIn:** https://www.linkedin.com/company/webster-equity-partners

## Regulatory record

- **CRD number:** 156729
- **SEC file number:** 801-74188
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-01T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156729

## About

Webster Equity Partners invests in and develops purpose driven, patient-centric healthcare organizations dedicated to providing best of class clinical care and service to their patients. The firm identifies purpose driven healthcare business models which provide superior clinical care and broad access to healthcare with a goal of improving patient outcomes. It partners with portfolio companies to create long-term value through sustainable healthcare focused business models.

## Sectors

- Healthcare Services
- Consumer

## People

- David Malm — Managing Partner
- Daniel Schultz — Managing Director, Business Development
- Dana Moore — Office Manager
- Dave Gill — Senior Financial Analyst
- Mariah Lima — Senior Financial Analyst

## Questions

### What is Webster Equity Partners' core investment strategy?

Webster Equity Partners focuses on control buyouts and growth recapitalizations in North American healthcare services and consumer businesses. The firm targets founder-led companies with $5 million to $25 million in EBITDA, building regional platforms through consolidation. Its healthcare work has concentrated on physician practice management, including veterinary care, dermatology, dental services, and behavioral health.

### How large are the funds Webster Equity Partners raises?

Webster does not publicly disclose AUM. Public filings indicate Fund IV closed at $590 million in 2019, and the firm began raising Fund V targeting over $700 million in 2021 (per SEC filings). These figures place Webster among the larger lower-middle-market buyout firms, with a fund size sufficient to write equity checks up to approximately $100 million.

### Does Webster Equity Partners participate in fund commitments or only direct deals?

Webster Equity Partners invests directly, taking control or significant minority positions. There is no public evidence the firm operates as a fund-of-funds or allocates capital to external managers. Its model relies on in-house sourcing, due diligence, and portfolio operations teams.

## Related profiles

- [Webrock Ventures](https://altss.com/profile/webrock-ventures)
- [Wedbush Capital Partners](https://altss.com/profile/wedbush-capital-partners)

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Last updated: 2026-08-11T15:08:32.892Z

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