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 |
|---|---|---|
Busick Machine LLC | Founder | 01/12/2021 |
WSC Heritage
WSC Heritage Investment ManagersFinance WSC Heritage invests in companies located in the United States primarily in southeast with an EBITDA ranging between USD 2 and 15 million. The firm focuses on companies operating across a broad range of sectors. It provides financing in the form of equity for buyout and acquisitions with an investment up to USD 50 million. It also acquires majority interest. | Private Equity Investor | 01/11/2022 |
Former positions of Lindsay T. Lewellen
| Companies | Position | End |
|---|---|---|
Copeley Capital Management Co Inc
Copeley Capital Management Co Inc Investment ManagersFinance Copeley Capital Management invests in companies located in the United States with an EBITDA of minimum USD 3 million. The firm targets companies operating in the fields of healthcare, business services, building products and materials, waste and recycling, industrial manufacturing and consumer products. It provides financing for buyout transactions. | Private Equity Investor | 01/11/2022 |
Tulsa Pain Consultants, Inc. , P C
Tulsa Pain Consultants, Inc. , P C Medical/Nursing ServicesHealth Services Operates as a pain clinic | Chief Executive Officer | 01/09/2013 |
Excellere Capital Management LLC
Excellere Capital Management LLC Investment ManagersFinance Excellere Partners invests in companies located in the United States with an EBITDA of more than USD 7 million. The firm targets companies operating in the fields of healthcare, business services and industrial growth. It participates in MBO and recapitalization transactions. | Private Equity Analyst | 01/01/2012 |
Dell
Dell Real Estate DevelopmentFinance Operators of Nonresidential Buildings | Corporate Officer/Principal | 01/06/2005 |
| WELLS FARGO & COMPANY | Corporate Officer/Principal | - |
Training of Lindsay T. Lewellen
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 11 |
|---|---|
Wells Fargo & Co.
Wells Fargo & Co. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer, commercial, corporate, investment banking and wealth management services | Finance |
Perot Systems Corp.
Perot Systems Corp. Information Technology ServicesTechnology Services Provides information technology services and business solutions | Technology Services |
American Capital Ltd.
American Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Operates as a private equity and asset management firm | Miscellaneous |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Oklahoma State University
Oklahoma State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Copeley Capital Management Co Inc
Copeley Capital Management Co Inc Investment ManagersFinance Copeley Capital Management invests in companies located in the United States with an EBITDA of minimum USD 3 million. The firm targets companies operating in the fields of healthcare, business services, building products and materials, waste and recycling, industrial manufacturing and consumer products. It provides financing for buyout transactions. | Finance |
Excellere Capital Management LLC
Excellere Capital Management LLC Investment ManagersFinance Excellere Partners invests in companies located in the United States with an EBITDA of more than USD 7 million. The firm targets companies operating in the fields of healthcare, business services and industrial growth. It participates in MBO and recapitalization transactions. | Finance |
Dell
Dell Real Estate DevelopmentFinance Operators of Nonresidential Buildings | Finance |
Tulsa Pain Consultants, Inc. , P C
Tulsa Pain Consultants, Inc. , P C Medical/Nursing ServicesHealth Services Operates as a pain clinic | Health Services |
WSC Heritage
WSC Heritage Investment ManagersFinance WSC Heritage invests in companies located in the United States primarily in southeast with an EBITDA ranging between USD 2 and 15 million. The firm focuses on companies operating across a broad range of sectors. It provides financing in the form of equity for buyout and acquisitions with an investment up to USD 50 million. It also acquires majority interest. | Finance |
Busick Machine LLC |
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