Lindsay T. Lewellen
Corporate Officer/Principal at WELLS FARGO & COMPANY
Profile
Lindsay Lewellen is a Managing Director Partner of WSC Heritage and leads its middle market private equity investment strategy.
Over the past two decades Lindsay has built a career focused on investing in, advising and operating companies primarily in the lower middle market.
He has broad experience across tech-enabled businesses; value-added distribution; healthcare; business, industrial and government services; precision manufacturing; consumer products; start-ups; and operational turnarounds.
Prior to launching WSC Heritage with Alex and the WSC Team, Lindsay served as Partner at Copeley Capital in Charlotte where he was involved in all elements of the middle market investment lifecycle.
He has also served in a variety of roles that include CEO of a precision manufacturer; one of the first investment professionals at Excellere Partners; CEO of a healthcare services business; a variety of board directorships; and early positions in leveraged finance and investment banking.
Lindsay holds a degree in Finance from Oklahoma State University, where he was the first Wentz Research Scholar from the College of Business and a member of the President’s Leadership Council.
He is married with four children; a fan of OSU sports; a multi-instrumentalist (guitar and banjo); a luthier of clawhammer banjos; and a reader of almost anything.
Lindsay T. Lewellen active positions
Companies | Position | Start |
---|---|---|
WELLS FARGO & COMPANY | Corporate Officer/Principal | 2001-05-31 |
Busick Machine LLC | Founder | 2021-11-30 |
WSC Heritage
WSC Heritage Investment ManagersFinance WSC Heritage (WSC Heritage) is a private equity subsidiary of WSC & Co LLC founded in 2023. The firm is headquartered in Charlotte, North Carolina. | Private Equity Investor | 2022-10-31 |
Former positions of Lindsay T. Lewellen
Companies | Position | End |
---|---|---|
Copeley Capital Management Co., Inc.
Copeley Capital Management Co., Inc. Investment ManagersFinance Copeley Capital Management Co Inc (Copeley Capital Management) is a private equity firm founded in 2003 by Lane E. Faison. The firm is headquartered in Charlotte, North Carolina. | Private Equity Investor | 2022-10-31 |
Tulsa Pain Consultants, Inc. , P C | Chief Executive Officer | 2013-08-31 |
Excellere Capital Management LLC
Excellere Capital Management LLC Investment ManagersFinance Excellere Capital Management LLC (Excellere Partners) is a private equity firm founded in 2006 by David L. Kessenich and Rob A. Martin. The firm is headquartered in Denver, Colorado. | Private Equity Analyst | 2011-12-31 |
Dell | Corporate Officer/Principal | 2005-05-31 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Training of Lindsay T. Lewellen
Oklahoma State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
WELLS FARGO & COMPANY | Finance |
Private companies | 9 |
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Perot Systems Corp.
Perot Systems Corp. Information Technology ServicesTechnology Services Perot Systems Corp. is a worldwide provider of information technology services and e-business solutions to a broad range of clients. It emphasizes developing and integrating information systems, operating and improving technology and business processes, and helping clients transform their businesses. The company helps companies take full advantage of e-business by leveraging their traditional strengths and technologies into digital marketplaces. It is Headquartered in Plano, Texas. | Technology Services |
American Capital Ltd.
American Capital Ltd. Investment ManagersFinance American Capital Ltd. engages in the management of investments in middle market private equity, leveraged finance, and structured products. The company was founded in 1986 and is headquartered in Bethesda, MD. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Copeley Capital Management Co., Inc.
Copeley Capital Management Co., Inc. Investment ManagersFinance Copeley Capital Management Co Inc (Copeley Capital Management) is a private equity firm founded in 2003 by Lane E. Faison. The firm is headquartered in Charlotte, North Carolina. | Finance |
Excellere Capital Management LLC
Excellere Capital Management LLC Investment ManagersFinance Excellere Capital Management LLC (Excellere Partners) is a private equity firm founded in 2006 by David L. Kessenich and Rob A. Martin. The firm is headquartered in Denver, Colorado. | Finance |
Dell | Finance |
Tulsa Pain Consultants, Inc. , P C | |
WSC Heritage
WSC Heritage Investment ManagersFinance WSC Heritage (WSC Heritage) is a private equity subsidiary of WSC & Co LLC founded in 2023. The firm is headquartered in Charlotte, North Carolina. | Finance |
Busick Machine LLC |
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