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 bank that focuses on M&A and financing advisory for middle-market companies. The firm was founded in 1998 and is SEC-registered since 2000. It positions itself as a hands-on adviser to owners and management teams, offering sale, merger, acquisition and capital-raising services for entrepreneurs, family-owned and closely held businesses, private equity groups and publicly held companies. Engagements emphasize preserving confidentiality, limiting management distraction, and reducing litigation exposure during a transaction. The firm says it staffs each assignment with two senior bankers and draws on more than 100 years of combined experience across its deal team. Anderson Leneave reports experience across a broad range of industry verticals, including building products, business services, consumer, distribution, diversified industrial, financial services, healthcare, printing and packaging, security and safety, technology, textiles and transportation & logistics. The firm also highlights long-standing relationships with debt providers, private equity sponsors, mezzanine lenders and strategic acquirers to expand buyers and financing options for clients.

Investments & Alternatives

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
  • 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

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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