This past quarter was full of momentum: welcoming new colleagues, strengthening bonds at our offsite retreat, advising clients, and continuing our 20 Good Deeds initiative. It reminded us of the value of growth, connection, and community.
Welcome New Team Members
Please join us in welcoming three new team members:
Dave Morrison, Director, brings nearly 20 years of senior finance leadership experience to our Corporate Advisory team. He will focus on guiding clients as they navigate critical financial decisions and work toward their long-term goals.
Oliver Hogg, Analyst, has joined our Investment Banking team. He supports client engagements through buyer research, marketing materials, and detailed financial modeling, bringing diligence and a collaborative approach to each project.
Jack Owings, Analyst Intern, is supporting our Corporate Advisory team this fall. He is gaining hands-on experience by contributing to valuation analysis, client projects, and internal initiatives while studying Finance and Economics at Loyola University Maryland.
Transaction Highlight
CCA served as exclusive financial advisor to McHale & McHale Landscape Design, LLC in securing a strategic investment from Hidden Harbor Capital Partners, an operationally focused private equity firm.
McHale, established in 1981 and headquartered in Upper Marlboro, MD, specializes in providing premium residential landscaping services across DC, Maryland, and Virginia.
Offsite Retreat
In August, our team traveled to Portland, Maine for a three-day offsite retreat. From exploring the harbor to sharing meals and new experiences, the time away strengthened our connections. We returned to Baltimore with lasting memories, stronger bonds, and a renewed sense of purpose as a team.
20 Good Deeds for 20 Years
As part of our 20 Good Deeds for 20 Years initiative, our team had the privilege of supporting Maryland Therapeutic Riding and Ronald McDonald House Charities of Maryland this quarter. These experiences deepened our appreciation for the organizations that strengthen our community and reminded us of the impact that comes from giving back together.
Ronald McDonald House, July 2025
Maryland Therapeutic Riding, September 2025
Insights in I-95 Business
This quarter, we shared insights in I-95 Business, offering perspectives on trends and strategies shaping the middle market.
For many middle market companies, maintaining an in-house FP&A function is expensive and resource-intensive. Outsourcing can provide access to specialized expertise, advanced tools, and flexible support that helps leaders make more informed financial decisions while keeping resources growth focused.
