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-structured investment bank that focuses on merger-and-acquisition and financing advisory work for middle-market companies. The firm markets senior-level transaction execution to owners, management teams, entrepreneurs, family-owned and closely held businesses, private equity sponsors and publicly traded companies. Services emphasize preparing companies for sale or financing, estimating value, developing initiatives to increase value, and managing confidential sale processes while keeping day-to-day operations intact. The firm says it brings more than a century of combined experience on its deal teams, typically staffing engagements with two senior bankers to guide clients from preparation and due diligence through closing. Its advisory offering spans sell-side and buy-side M&A, capital-raising and transaction structuring, and it highlights longstanding relationships with senior debt providers, private equity and mezzanine lenders, and strategic buyers. Anderson LeNeave & Co. was founded in the late 1990s and is SEC registered.

Assets & Accounts

Investments & Alternatives

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
  • Wesley Barnett

    Wesley Barnett

    Senior AnalystCRD 8219091

  • Gregory Leneave

    Gregory Leneave

    Managing DirectorCRD 2869385

  • Thomas Hunter

    Thomas Hunter

    Managing DirectorCRD 2768781

Unlock 2 more contacts

Wealth teams

FINTRX

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