Our firm is comprised of a team of managing directors, senior directors and associates, who all share in the tremendous responsibilities associated with helping clients in a range of industries identify and accomplish their business goals. Although we all have specific experience and core competencies, we work together on most client engagements, because we believe different perspectives benefit our clients the most.
Founder & CEO
Charlie began his career as a CPA with C.W. Amos & Company, a regional audit, tax and accounting firm, in 1982 and for over 15 years served as a Partner for accounting, audit and consulting services firms.
Most recently Charlie served as the Advisory Practice Leader for the Mid-Atlantic region for McGladrey, a national audit, tax and consulting firm.
Charlie founded Chesapeake Corporate Advisors, LLC, in 2005, a boutique corporate advisory firm, committed to providing both investor-owned and/or closely held emerging growth and middle market companies with services in the areas of Value Creation and Mergers and Acquisitions.
Charlie is a Certified Public Accountant (inactive), a Certified Business Appraiser through The Institute of Business Appraisers and is a Certified Mergers and Acquisitions Advisor through the Alliance of Merger and Acquisition Advisors.
He holds a B.A. in Accounting from Loyola University Maryland and a Certificate in Business Strategy from the University of Chicago Graduate School of Business.
Charlie is active in the community and currently serves on the Board of Mercy Medical Center, Calvert Hall College and Loyola University Sellinger School of Business.
Allen joined the firm as a Managing Director through the acquisition of JPB Strategic Advisors by CCA. Allen has been providing strategic advice to business owners throughout the exit planning, preparation and transaction execution stages since 1998. He has successfully completed transactions in a broad range of industries, including business services, health care and life science products and services, distribution, manufacturing, chemicals and plastics.
Allen also has 13 years experience across a range of chemicals and plastics industries, including Corporate Commercial Development with W.R. Grace in Columbia, MD. He worked closely with a number of Grace business units including Construction Products, Cryovac Packaging, Davison Catalysts, Dearborn Water Treatment Chemicals, and others. Allen previously worked as Project Manager with Kline & Company, an international business consulting firm serving the chemicals industry, focusing heavily on M&A engagements.
He holds a BS degree in chemistry from Randolph Macon College and an MBA from The College of William & Mary. Allen is a board member of the Maryland chapter of the Association for Corporate Growth as well as the Howard Community College Education Foundation, is past board Chairman of the Howard County YMCA, and was a board member of j-ref, formerly the James Rouse Entrepreneurial Fund. He also served as Chairman of the Business Assistance Committee of the Baltimore County Chamber of Commerce.
As a Managing Director in the firm's Strategy and Valuation practice, Michael is responsible for merger and acquisition analysis and strategic planning focused on financial analysis and shareholder value creation. Michael has over 10 years of experience in business valuation and investment banking services, including capital raises, management buyouts and M&A. Many of Michael’s projects involve the preparation of financial models and materials which include projections, operating budgets, business plans, competitor and industry analysis, and strategic planning.
Michael began his career with T.Rowe Price in 2004, and has also worked as a financial analyst at Ellin & Tucker, Chartered, with a focus on financial advisory and valuation services. During his time with Ellin & Tucker, Mike performed valuations for privately held businesses, intangible assets and intellectual property, stock options, ESOP interests, and mergers and acquisitions.
Michael is currently in the process of becoming an Accredited Senior Appraiser of the American Society of Appraisers. Michael earned a BA in finance from Loyola University in Maryland and an MBA in finance from the Sellinger School of Business at Loyola University in Maryland. He currently serves on the board of directors of Abilities Network a non-profit dedicated to helping individuals with disabilities.
Martin O’Neill is a Managing Director in CCA’s Corporate Strategy practice. He brings more than 20 years of experience in corporate leadership and corporate advisory services to clients in the government services, technology, and business services sectors. His passion, learned perspective, and depth of leadership experience in large, middle-market, and small companies are reflected in his focus on helping business owners and leadership create long-term enterprise value.
Marty has written four books on value creation, leadership, and culture. He has strong ties in the regional business community with a deep concentration in government services and particular experience in the National Security market.
Prior to joining CCA, Marty served as the chief financial officer of an Inc. 5000 information technology government contractor and the chief operating officer of a data solutions provider rooted in the intelligence community.
Marty earned an MBA from Loyola College in Maryland and a B.S. in Computer Science from the University of Maryland College Park. He currently serves on the board for the Basilica Historic Trust.
Timothy possesses significant experience in investment banking and financial advisory services. Prior to joining CCA, he was a Vice President with HighBank Advisors, LLC, a Baltimore-based middle market investment bank. There, he provided clients with sell-side and buy-side M&A advisory services, as well as debt and equity capital raising services, valuation advisory, and restructuring services across a wide range of industries including business services, industrials, technology, healthcare, and consumer services.
During his three year tenure with the firm, Timothy was involved in advising and closing more than 15 transactions with an aggregate value of nearly $250 million. He previously held positions as a Research Analyst with The Harborside Group and as an Associate at T. Rowe Price in Baltimore. In his highly-visible Director role with CCA, Timothy will be responsible for leading clients in sell-side and buy-side engagements.
Timothy earned an MBA from the Robert H. Smith School of Business at University of Maryland, CollegePark and a B.S. in Finance from Salisbury University. At Salisbury University he was a three-year letter winner on the Division III Men’s Basketball team as well as an Academic All-Conference Team member.
Heather began her career with Chesapeake Corporate Advisors in 2010. As a Director in the firm's Strategy and Valuation practice, Heather is focused on financial analysis and shareholder value creation. Heather has seven years of experience providing business strategy services to privately held and investor owned businesses including strategy development, growth initiatives, shareholder value and profitability improvement. She performs business valuations for both strategic and fair market value engagements and is involved in the preparation of financial models and presentations related to strategic planning, capital/ debt raise engagements, bank financing, and succession planning.
Heather earned a BSBA in Management from Bucknell University and an MBA in Finance from Loyola University Maryland’s Sellinger School of Business and Management.
Katie started her career with Chesapeake Corporate Advisors in 2021. She serves as a Vice President in the firm’s investment banking practice.
Previously, Katie founded Diamond Strategic Advisors in 2014 to provide clients with support on M&A transactions and other strategic projects. Katie partnered with her clients and offered her expertise on M&A transactions to create value. Starting in 2019, Katie worked at M&T Bank in business banking sales for less than one year before refocusing on Diamond Strategic Advisors.
Prior to becoming an entrepreneur, Katie served as a Vice President at Sagent Advisors, a boutique investment bank. At Sagent, Katie executed sell-side, buy-side, and private financing transactions. During her five-year tenure, she worked on numerous deals that closed for a combined transaction value of $1.3 billion. Additionally, Katie spent three years at Sagent in a business development role and cultivated relationships with private equity firms. She was responsible for building a network of middle-market private equity firms to source new business opportunities and successfully helped originate two transactions. Before joining Sagent, Katie worked in operational and financial roles at Fidelity Investments for five years.
Katie graduated cum laude from The Carroll School of Management of Boston College with a Bachelor of Science in Business Administration with a double major in Mathematics. Katie earned a Master of Business Administration with Honors from The Wharton School of the University of Pennsylvania.
Prior to joining CCA, Meghan was a Financial Analyst Intern at Knollwood Investment Advisory, a small Family Office located in Hunt Valley, Maryland. During the summer of 2015, she was a Finance Intern at Brookside Mezzanine Partners, a subordinated debt leverage firm in Stamford, Connecticut.
In her role as a senior analyst, Meghan is responsible for supporting the firm's Strategic Advisory and Investment Banking Services. She works closely with senior team members in providing value-added services to the firm's clients. Her previous experience includes financial statement analysis and industry research.
Meghan graduated summa cum laude from Loyola University of Maryland in May 2017 with a Bachelor of Business Administration in Finance and a Minor in Information Systems. She was a member of the school's Beta Gamma Sigma chapter, an international business honor society, as well as the Financial Management Association and several philanthropic clubs. Meghan resides in Baltimore City.
Mohammad Siddiqi brings to each client engagement a personal philosophy that complements CCA’s mission: “I approach every situation with optimism, vision, and curiosity,” he says.
Mohammad draws on his financial modeling and forecasting experience to help our senior staff prepare the financial projections and valuations that form the foundation of a business sale transaction. Through his previous experience in public accounting, he’s gained an in-depth understanding of financial statements and the various modes of presenting financial performance, which proves invaluable in his current role. He’s also skilled in conducting buyer and investor outreach and developing the investment memoranda and other documents that are crucial to presenting a company to prospective buyers in the best possible light.
Before joining CCA, Mohammad served as a Healthcare Finance Consultant with the CPA firm Dixon Hughes Goodman and completed finance internships with Deloitte and Morgan Stanley. Valued by clients and staff for his forethought and attentiveness, he holds a M.S. in accounting, organisations, and institutions from The London School of Economics and Political Science and a B.A. in accounting from Towson University.
Nate was selected to work in CCA's 2019 Summer Internship program as an Analyst. His previous work experience was during the Summer of 2018 during which he worked as a Wealth Management intern at Keeney Financial Group, located in Columbia, Maryland.
In his role as an Analyst, Nate is responsible for supporting the firm's Investment Banking practice. He works closely with senior team members to provide value-added services to the firm's clients. His previous experience includes investment research and preparing client deliverables.
Nate graduated from Johns Hopkins University with a B.A. in Economics and minors in Business and Financial Economics. Throughout his time at Johns Hopkins, Nate was a member of AND1 Tutoring, a program aimed at helping Baltimore City Public School athletes improve their performance in school and prepare for the SATs.
Holly joined CCA as the Office Administrator with an extensive background in office management, human resources, and event planning. Throughout her career, she has provided administrative and bookkeeping support for mid-sized to large fortune 500 companies within the fields of finance, construction, and IT.
Most recently, she worked as the Office Manager for Pixelligent Technologies, a chemical manufacturing company in Baltimore, MD. There, she worked closely with C-Level executives to developed and implement new policies and procedures for daily operations. Holly now supports the CCA team with scheduling and correspondence, database management, and maintenance of marketing/PR communications.
Holly earned a BA in Accounting from the Earl G. Graves School of Business and Management at Morgan State University.
Frank supports the CCA corporate advisory team in developing business valuations and conducting the strategic assessments that help companies determine how to get where they want to go. He particularly enjoys financial modeling, a skill he began developing in college. As one of five Clemson University students chosen to compete in the CFA Global Research Challenge, Frank used extensive financial models to prepare an Initiation of Coverage report on a publicly traded company. He’s since completed the Adventis Financial Modeling Bootcamp and is currently pursuing a Financial Modeling Certification.
A strong attention to detail, exceptional communication skills, a proactive approach, and a positive outlook combine to make Frank a valued and effective member of CCA’s corporate advisory team. He holds a B.S. in financial management, with a corporate finance concentration and an accounting minor, from Clemson University.