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, single-office investment bank that advises middle-market companies on mergers, acquisitions and financing. The firm positions itself as a specialist advisor rather than a capital provider: it does not act as a principal allocator of funds but instead focuses on transaction execution, valuation, buyer and capital-source identification, and deal structuring for management teams, entrepreneurs, family-owned and closely held businesses, private equity sponsors and public companies. Services emphasize protecting confidentiality, reducing litigation exposure and keeping day‑to‑day disruption to a minimum while senior management stays focused on running the business. The firm offers valuation work, value-creation roadmaps and transition planning as part of its financing and exit advisory. Deal teams are staffed with experienced senior bankers (the firm cites more than a century of combined team experience) and typically assign two senior-level bankers to each engagement to handle preparation, due diligence, marketing to buyers/investors, negotiation and closing. Anderson Leneave & Co. highlights longstanding relationships with senior debt providers, private equity and mezzanine lenders and strategic acquirers, which it leverages to expand buyers and financing alternatives for clients. The firm reports transaction experience across a broad range of sectors, including building products, business services, consumer, distribution, diversified industrial, financial services, healthcare, printing and packaging, security and safety, technology, textiles and transportation & logistics.
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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