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 middle‑market investment bank that provides merger & acquisition and financing advisory services to privately held and public companies, entrepreneurs, family-owned businesses, management teams and private equity groups. The firm emphasizes a transaction-centric approach designed to preserve confidentiality, limit litigation exposure and minimize distraction for company management during a sale or financing process. The firm says it brings senior-level attention to assignments: engagements are typically staffed with two experienced bankers, drawing on more than 100 years of combined industry experience. Anderson LeNeave & Co. positions itself to help clients prepare for and execute exits or financings by valuing companies, identifying initiatives to increase value, and assisting with timing and transition planning. The firm reports experience across many sectors, including building products, business services, consumer, distribution, diversified industrial, financial services, healthcare, printing and packaging, security and safety, technology, textiles and transportation & logistics.

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

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth