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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Thomas Hunter
Managing DirectorCRD 2768781

Gregory Leneave
Managing DirectorCRD 2869385

Peter Wright
Managing DirectorCRD 5638438
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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