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, corporate investment banking firm that concentrates on merger-and-acquisition and financing advisory work for middle‑market companies. The firm reports an SEC registration dating to 2000 and traces its founding back to the late 1990s. It positions itself as a hands‑on adviser to management teams, entrepreneurs, family‑owned and closely held businesses, private equity sponsors and public companies rather than as a manager of client investment portfolios. The firm emphasizes process management — preserving confidentiality, limiting disruption to ongoing operations and addressing litigation risk — while guiding owners through sales, recapitalizations and other exit planning matters. Anderson Leneave & Co. fields senior bankers on engagements and highlights accumulated industry experience across transactions. Its stated capabilities include company valuation, preparing sellers for a transaction, structuring and negotiating deals, and sourcing debt and equity capital. The firm says it has developed relationships with senior debt providers, private equity and mezzanine lenders, and strategic acquirers to expand liquidity and buyer options for clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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