About the Company

Our Mission is to provide service based on exceptional knowledge of key industries, superior experience and professional execution, and uncompromised integrity that focuses on our clients' needs. We offer advice related to strategic alternatives, including mergers, acquisitions, divestitures, leveraged buyouts, spinoffs, recapitalizations, and restructurings.

We specialize in services to regulated industries, including telecommunications and energy, as well as media and technology. Our relationships with corporations and with the financial community allow us to propose solutions that are creative and consistently directed towards sustainable value creation.


Senior Professionals

Michael Balhoff Michael J. Balhoff, CFA Senior Partner

Mike is a Senior Partner and co-founder of Charlesmead Advisors, LLC, and is Managing Partner at Balhoff & Williams, LLC, a professional services firm that provides financial-regulatory consulting and advisory services to companies, investors and policymakers in the communications and energy industries.

Before founding Charlesmead Advisors and the predecessor firm to Balhoff & Williams, Mike headed the Technology and Telecommunications Equity Research Group at Legg Mason and, in the final seven of his sixteen years as a senior analyst at Legg Mason, he covered equities in the incumbent local exchange carrier industry.

Prior to joining Legg Mason in 1989, Mike taught as a graduate and undergraduate teacher. Mike has a doctorate in Canon Law and four master's degrees, including an MBA-concentration finance-from the University of Maryland. He is a CFA charterholder and is a member of the Baltimore Security Analysts Society. Mike has been named in six annual awards as a Wall Street Journal All-Star Analyst for his recommendations on the Telecommunications industry. His coverage of telecommunications, and especially rural telecommunications, was named by Institutional Investor magazine as the top telecommunications boutique in the country in 2003.

Mike is a Registered Representative of and Securities Products are offered through BA Securities, LLC Member FINRA SIPC.  Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.

Contact Information: 410-984-8400 | balhoff@charlesmead.com | V-Card

Bradley Williams Bradley P. Williams Senior Partner

Brad is a Senior Partner and co-founder of Charlesmead Advisors, LLC and also is a Partner at Balhoff & Williams, LLC. Brad joined the predecessor firm to Balhoff & Williams in 2005 and became a Partner at Balhoff, Rowe & Williams in 2007.

Previously, Brad was a member of the Strategic Planning & Business Development group at Lowe's Companies Inc., the Fortune 50 home improvement retailer.

Prior to joining Lowe's, Brad worked with Mike Balhoff in the award-winning Telecommunications Equity Research Group at Legg Mason, focusing on incumbent and rural local exchange carriers.

Prior to joining Legg Mason, Brad was a co-founder of eSprocket / Beachfire, a venture-backed company that evolved into one of the pioneers in mediation technology solutions for the financial services sector.

Previously, he served as a financial executive for a holding company that integrated, through acquisitions, a significant regional freight rail network.  After being admitted to the North Carolina Bar, Brad began his career as an investment banker focusing on private financings and transactional advisory services in First Union's Capital Markets Group. He has a BA in Economics from the University of North Carolina and a JD from the University of North Carolina School of Law.

Brad is a Registered Representative of and Securities Products are offered through BA Securities, LLC Member FINRA SIPC.  Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.

Contact Information: 704-582-2387 | bwilliams@charlesmead.com | V-Card

Anwar Gorham Anwar A. Gorham Partner

Anwar is a partner at Charlesmead who joined the firm in 2011.  Anwar has executed a wide range of financing and merger and acquisition assignments in his 16-year career as an investment banker. Prior to joining Charlesmead shortly after its inception, Anwar spent five years at Stifel Nicolaus Weisel, the successor form to Legg Mason, where he worked in the Telecommunications & Media Investment Banking Group. Prior to becoming an investment banker, Mr. Gorham worked at the Federal Reserve Bank of Chicago in the Regional Research department. Anwar holds a B.S. in Business Administration with concentrations in Finance and Economics from American University, where he graduated magna cum laude from the University Honors program.

Anwar is a Registered Representative of and Securities Products are offered through BA Securities, LLC Member FINRA SIPC.  Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.

Contact Information: 630-346-0722 | agorham@charlesmead.com | V-Card

Privacy Policy

Charlesmead is committed to protecting the privacy of its clients. We place a high priority on maintaining the confidentiality and security of the personal and account information that clients share with us in the normal course of doing business. Information may be shared between the Firm's employees, registered representatives, and affiliates. We do not disclose any nonpublic information about our customers or former customers to anyone else, except as permitted by law. Moreover, the Firm expects to collect nonpublic personal information relating to non-institutional clients solely for the purpose of passing that information on to (a) issuers, in issuer private placements, or (b) underwriters, in underwritten transactions. In either case, the client will specifically consent to that use of such subscription information.

We only use information about you and your accounts to help provide you with better service, respond to communications from you, make it more convenient for you to transact business with the firm or to comply with legal and regulatory requirements. We provide access to information about you to non-affiliates in certain limited circumstances, including:

  • to lawyers, accountants, and others in order to permit those persons to discharge their responsibilities to the Firm;
  • to other broker-dealers, where you have indicated an interest in purchasing securities in a public offering where we and such other broker-dealers are acting together;
  • to issuers, where you have indicated an interest in purchasing securities directly in a private placement.

We maintain physical, electronic and procedural safeguards to protect your personal information. If you prefer to limit the sharing of your information, please contact us at 415.844.7700.