Anderson Leneave & Co

Broker-DealerFINRA MemberEst. 2000
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
104101
Registered since
October 3, 2000

Firm profile

FINTRX

Overview

Anderson LeNeave & Co is a privately owned corporation operating as an investment bank that concentrates on middle-market merger & acquisition and financing advisory work. The firm, founded in 1998 and SEC-registered in 2000, markets full-service M&A and capital-raising support to management teams, entrepreneurs, family-owned and closely held businesses, private equity sponsors and publicly traded firms. Services emphasize confidentiality, minimizing litigation exposure during sale processes, and reducing the operational burden on company management while a transaction is executed. Advisory capabilities include sell-side and buy-side M&A work, valuation and financing assessments, and transitional planning for owners contemplating an eventual exit. The firm highlights long-standing relationships with senior lenders, private equity and mezzanine providers and strategic buyers to expand transaction options. Industry experience spans building products, business services, consumer, distribution, diversified industrial, financial services, healthcare, printing and packaging, security and safety, technology, textiles and transportation & logistics. Assignments are typically staffed by two senior bankers and the team collectively cites more than 100 years of experience and hundreds of closed transactions. Anderson LeNeave & Co does not present itself as a capital allocator or active ESG investor.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Thomas Hunter

    Thomas Hunter

    Managing DirectorCRD 2768781

  • Gregory Leneave

    Gregory Leneave

    Managing DirectorCRD 2869385

  • Peter Wright

    Peter Wright

    Managing DirectorCRD 5638438

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
6805 Carnegie Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth