ANDERSON LENEAVE & CO.
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 104101
- Registered since
- October 3, 2000
- Website
- www.andersonleneave.com
Firm profile
FINTRXOverview
Anderson LeNeave & Co. is a boutique investment banking firm focused on merger-and-acquisition and financing advisory for middle-market businesses. The firm was founded in 1998 and later registered with the SEC in 2000; it operates as a corporation with individual ownership and is classified as an investment bank rather than an asset manager or capital allocator. Its work is aimed at owners and management teams — including entrepreneurs, family-owned and closely held companies, private equity sponsors and publicly held businesses — that are contemplating sales, recapitalizations or other transactions. The firm emphasizes a transaction-centric approach designed to protect client confidentiality, limit exposure to litigation risk, and reduce the operational disruption of a sale or financing. Anderson LeNeave positions senior bankers on every engagement (typically staffing assignments with two experienced bankers) to guide clients from initial preparation and due diligence through deal structuring and closing. Management highlights more than 100 years of combined experience across its team and reports a history of several hundred closed transactions. Industry experience spans a broad swath of sectors: building products, business services, consumer, distribution, diversified industrial, financial services, healthcare, printing and packaging, security and safety, technology, textiles and transportation & logistics. The firm markets its ability to create a clear investment story, negotiate structures that maximize value and leverage longstanding relationships with debt and equity providers to expand strategic options for sellers and issuers.
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5Wesley Barnett
Senior AnalystCRD 8219091
GREGORY LENEAVE
Managing DirectorCRD 2869385
THOMAS HUNTER
Managing DirectorCRD 2768781
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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