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Wesley Kennedy

Industry Experience:

Wesley Kennedy is an accomplished finance professional and entrepreneur with extensive experience in Investment Banking, Equity Research and Venture Capital.  He is currently the Chief Financial Officer and Co-Founder of The Lotus Method, a multi-location proprietary fitness company designed specifically for motherhood.  He is responsible for all financial aspects of the company, including capital raising.  He is also the Founder and Principal of WCK Consulting, which provides capital raising and financial advisory services to early stage companies.  He has raised over $60 million of capital on behalf of his clients.

Wesley started his career as a Analyst for Silicon Valley Bank, the largest underwriter of early stage credit risk and venture debt in the United States.  He provided traditional, mezzanine and Debtor in Possession (“DIP”) financing to various Venture backed technology companies.  In addition, he was an Investment Banking Analyst for Ziegler Capital Markets where he helped support senior bankers across all aspects of the transaction process.  He then joined Green Street Advisors as an Equity Research Associate, which is the #1 ranked equity research firm covering Real Estate Investment Trusts (“REIT’s”).  Wesley was also an Investment Banking Associate with Thomas Weisel Partners, later sold to Stiefel, in their Convertible Securities division.  His primary responsibilities included pitching high growth oriented companies, modeling convertible bond offerings, and supporting their proprietary trading desk by performing extensive credit and valuation analysis.  Lastly, he was the Lead Equity Research Analyst for Tier1 Research, focusing on the IT sector and cloud enabled companies.


Wesley earned an Master of Science with a concentration in Finance from Golden Gate University and Bachelor of Science from Santa Clara University.

Transaction Highlights:

  • Seagate – $1.5 billion convertible bond offering
  • United Auto Group – $375 million convertible bond offering (Joint-Lead Manager)
  • PMC Sierra – $225 million convertible bond offering (proceeds used for acquisition)
  • Kahala Nui – $182 million bond financing (the largest financing of its kind at the time)
  • Friendship Village of Tempe – $60 million bond financing
  • Peregrine Systems – $30 million Asset Purchase Program
  • Bio-Imaging (ticker: BITI) – $10 million Revolving Line of Credit
  • Score Networks (ticker: SCOR) – $10 million Mezzanine Investment
  • Vitesse (ticker: VTSS) – $10 million Bridge Loan
  • Meta Software – $5 million Revolving Line of Credit
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