Anderson & Strudwick

Anderson & Strudwick is an independent broker-dealer and registered investment adviser, structured as a corporation under Virginia law. It operates a dual business: a retail and institutional brokerage platform alongside a corporate finance and investment-banking division focused on middle-market clients in the Mid-Atlantic and Southeast. The firm is a FINRA member and SIPC participant.

The firm's senior leadership under Chairman John K. Burke Jr. and President & CEO Robert B. Diggs oversees its investment-banking operations. The corporate finance team handles middle-market M&A, private placements, and municipal underwriting, primarily serving clients in Virginia, North Carolina, and Maryland. Specific sector bankers are not disclosed in public filings.

As a broker-dealer and advisory firm, Anderson & Strudwick does not operate a proprietary co-investment fund in the private-equity sense. Its corporate finance arm facilitates private placements that may bring in co-investors on a deal-by-deal basis. The firm does not publicly market a blind-pool co-investment vehicle.

Anderson & Strudwick relies on a regional, relationship-driven sourcing model. Its Richmond headquarters and satellite wealth-management offices across Virginia generate corporate advisory opportunities from long-standing ties to family-owned businesses, regional banks, and municipal issuers. The firm does not emphasize a centralized, technology-driven origination process.

The firm's wealth-management division offers brokerage and advisory accounts to high-net-worth individuals and families but does not market a dedicated family-office practice. Its services include portfolio management, retirement planning, and access to alternative investments, delivered through its registered investment adviser arm.