Anderson Leneave & Co

Broker-DealerFINRA Member
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, single-office investment bank that advises middle-market companies on mergers, acquisitions and financing. The firm positions itself as a specialist advisor rather than a capital provider: it does not act as a principal allocator of funds but instead focuses on transaction execution, valuation, buyer and capital-source identification, and deal structuring for management teams, entrepreneurs, family-owned and closely held businesses, private equity sponsors and public companies. Services emphasize protecting confidentiality, reducing litigation exposure and keeping day‑to‑day disruption to a minimum while senior management stays focused on running the business. The firm offers valuation work, value-creation roadmaps and transition planning as part of its financing and exit advisory. Deal teams are staffed with experienced senior bankers (the firm cites more than a century of combined team experience) and typically assign two senior-level bankers to each engagement to handle preparation, due diligence, marketing to buyers/investors, negotiation and closing. Anderson Leneave & Co. highlights longstanding relationships with senior debt providers, private equity and mezzanine lenders and strategic acquirers, which it leverages to expand buyers and financing alternatives for clients. The firm reports transaction experience across a broad range of sectors, including building products, business services, consumer, distribution, diversified industrial, financial services, healthcare, printing and packaging, security and safety, technology, textiles and transportation & logistics.

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

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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