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 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

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
  • Wesley Barnett

    Senior AnalystCRD 8219091

  • GREGORY LENEAVE

    Managing DirectorCRD 2869385

  • THOMAS HUNTER

    Managing DirectorCRD 2768781

Unlock 2 more contacts

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