Carter Leggett Overview

  • Primary Position
  • Managing Directo...

  • Primary Industry
  • B2B

Carter Leggett General Information

Biography

Mr. Carter Leggett serves as Managing Director at B29 Investments. HE also serves as Board Member at Synergy Energy Holdings. He served as Board Member at Catalyst Artificial Lift. He joined B-29 Investments in July 2013. Carter's primary responsibilities include originating and evaluating new investment opportunities, monitoring and assisting portfolio companies with business development activities, and maintaining banking and financial sponsor relationships. Prior to joining B-29 Investments, Carter completed his Masters in Business Administration degree from The Wharton School of the University of Pennsylvania. Before Wharton, Carter spent two years working at First Reserve Corporation, an energy-focused private equity firm. Prior to First Reserve, Carter worked as a business analyst for Select Energy Services, a B-29 portfolio company, and as an analyst in the Energy Group in the Investment Banking Division of Citigroup. Carter received his B.A. in Economics from Duke University. He served as Board Member at Bell Supply Company.

Contact Information

Primary Position
Managing Director, B-29 Investments
Education
University of Pennsylvania (Wharton), MBA (Master of Business Administration)
Duke University, BA (Bachelor of Arts)
Gender
Male
Email
cl
Phone
+1 (940)
Address
  • 14131 Midway Road
  • Suite 550
  • Addison, TX 75001
  • United States
+1 (214)

Carter Leggett Positions (1)

Firm name Firm type Title Location Industry Since
B-29 Investments Investor Managing Director Addison, TX PE/Buyout

Carter Leggett Board Seats (1)

Company Industry Ownership Status Financing Status Location Since
Synergy Energy Holdings Holding Companies Acquired/Merged Formerly PE-Backed Buffalo, NY

Carter Leggett Lead Partner on Deals (1)

Carter Leggett has been the lead partner on 1 deal. Their latest deal was with Catalyst Artificial Lift, a industrial supplies and parts company.

Company Deal Date Deal Type Deal Size Deal Status Industry Location
Catalyst Artificial Lift Buyout/LBO Completed Industrial Supplies and Parts Gainesville, TX

Carter Leggett Network (7)

Board Members (2)

Name Company Representing Location From
Robert Delaney Jr. Synergy Energy Holdings Crestview Partners Buffalo, NY
Robert Delaney Jr. Bell Supply Company Crestview Partners Gainesville, TX
Synergy Energy Holdings Self Buffalo, NY

Portfolio Executives (1)

Name Company Role Deal date Location
Catalyst Artificial Lift President Gainesville, TX

Fund Team Members (4)

Name Investor Fund Fund Location
Ryan Davidson B-29 Investments B-29 Investments Addison, TX
Ryan Phillips B-29 Investments B-29 Investments Addison, TX
B-29 Investments Addison, TX
B-29 Investments Addison, TX

Carter Leggett Affiliated Funds (1)

Fund Investor Fund Type Status Vintage Size Dry Powder IRR IRR Quartile
B-29 Investments B-29 Investments Buyout Closed 2019

Carter Leggett FAQs

  • Who is Carter Leggett?

    Mr. Carter Leggett serves as Managing Director at B29 Investments.

  • How much does Carter Leggett typically invest?

    Carter Leggett's median deal size is .

  • What is Carter Leggett’s main position?

    Carter Leggett’s primary position is Managing Director.

  • What are the contact details for Carter Leggett?

    Carter Leggett’s email address is cl and his phone number is +1 (940) .

  • How many active board seats does Carter Leggett hold?

    Carter Leggett holds a board seat in Synergy Energy Holdings.

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