Angle Advisors Research
Advisory Approach
Angle Advisors is an independently owned, middle market investment bank founded in 2009 that provides M&A advisory, private capital raising, and related financial advisory services to private business owners, corporations, and private equity funds. The firm operates with a distinctive thesis that combines exhaustive buyer outreach with institutional-quality process management, bringing "big name experience" from major firms like JPMorgan, Blackstone, Deutsche Bank, PwC, and Credit Suisse to the middle market.
What sets Angle Advisors apart is their entrepreneurial heritage and unbiased approach. As co-founders who built their own firm from the ground up, they appreciate the challenges business owners face in starting, growing, and managing successful companies. Since they are not part of or affiliated with a larger institution, they provide independent advice without conflicts of interest, doing what is right for clients to maximize transactional goals.
Sector Focus
Angle Advisors has developed deep expertise across six primary industry verticals, with particular strength in industrials and manufacturing. Their industry-specialist model means teams are led by sector experts rather than generalists, with knowledge and experience that enables finding "the right angle" for each transaction.
Manufacturing & Industrials: The firm has completed numerous transactions in precision machining, metal processing, casting and forging, plastic injection molding, and general industrial manufacturing. They have specialized knowledge in manufacturing technologies including casting, stamping, forging, machining, and injection molding, with particular depth in both ferrous and non-ferrous foundry processes ranging from high pressure die casting to investment casting.
Aerospace & Defense: A core practice area with extensive experience in aerospace/defense/space components and tooling, aviation airframe and component MRO, and defense electronics. Recent transactions include sales to Howmet Aerospace and Threadlock Precision.
Automotive & Transportation: Significant deal flow in automotive components, heavy truck parts, and transportation logistics. The firm has completed dozens of transactions in vehicular manufacturing, including fasteners, precision components, and engineered products.
Building Products & Construction: Active in building materials, door products, construction services, and related sectors. Recent deals include International Door Products' sale to ASSA ABLOY and Thermo-Tech Mechanical Insulation.
Business Services: Diverse experience across business services, including healthcare services, financial services, and specialty B2B services. The firm has completed transactions with medical device manufacturers and various service businesses.
Consumer & Residential: Experience in direct-to-consumer home improvement, residential services, and consumer products. Notable transactions include multiple home improvement companies and residential re-roofing businesses.
Deal Track Record
Angle Advisors has completed over 310 transactions since 2009, with a remarkable 92% completion rate on sell-side mandates—a testament to their rigorous qualification and execution capabilities. Their transaction experience spans 38 countries, with 80% of deals involving an international element, demonstrating their strong cross-border capabilities.
The firm's transaction footprint is global: 43% of their clients are private business owners, 40% are corporations, and they regularly work with private equity firms. Their buyer network includes 2,000+ active private equity firms and strategic acquirers worldwide.
Recent Representative Transactions:
2026: Brunner Manufacturing to Howmet Aerospace (aerospace fasteners), Kremin to Threadlock Precision (CNC machining)
2025: International Door Products to ASSA ABLOY (door frames), Forecast 3D to ADDMAN Engineering (additive manufacturing), AccuMED to Creative Foam Corporation (medical devices)
2024: Mantaline Corporation to CW Industrial Partners (elastomeric profiles)
The firm has completed transactions for buyers including major strategic acquirers (ASSA ABLOY, Howmet Aerospace, Sumitomo Heavy Industries, Ta Chen International) and private equity firms (D.E. Shaw, American Industrial Partners, Industrial Opportunity Partners, Threadlock Precision).
Process & Fee Structure
Angle Advisors runs institutional-quality sale processes customized for each client's situation. Their signature approaches include:
- Fireside Chat® Process: A proprietary quiet-sale process for selectively developing key buyer candidates when confidentiality is paramount
- Sponsored Management Buyout Methodology: A unique approach for management-led transactions
- Exhaustive Buyer Outreach: Senior-level attention on every engagement with no "bait-and-switch"—senior project leaders are involved in all deal execution
The firm emphasizes innovation in positioning strategy, customized sale processes, and unique execution methods to ensure confidentiality and success. Their process typically includes 6-9 month timelines with comprehensive buyer outreach.
While specific fee structures are not publicly disclosed, the firm likely employs industry-standard middle market investment banking engagement structures.
Buyer Network
Angle Advisors maintains one of the most extensive buyer networks in the middle market, with over 2,000 active relationships spanning:
- Private Equity Firms: D.E. Shaw, American Industrial Partners, Industrial Opportunity Partners, Threadlock Precision, CW Industrial Partners, Superior Capital Partners, and hundreds more
- Strategic Buyers: ASSA ABLOY (Sweden), Howmet Aerospace, Sumitomo Heavy Industries (Japan), Ta Chen International, General Motors, Lincoln Electric, and major global corporations
- International Buyers: 80% of transactions involve international elements, with deals spanning 38 countries
- Cross-Border Capability: Offices in Detroit, Frankfurt, and Shanghai support global transaction execution
Their buyer network is particularly strong in industrial PE, aerospace/defense strategics, automotive components, and industrial manufacturing. The firm's 81% strategic buyer rate on sell-side transactions demonstrates their ability to access and negotiate with corporate acquirers.
Competitive Positioning
Angle Advisors differentiates through:
- Industry Specialists, Not Generalists: Deep sector knowledge from high deal activity volume and unparalleled relationships
- Entrepreneurial Heritage: Co-founders built the firm from scratch, understanding founder-owned business challenges
- Global Reach with Local Presence: Offices in US, Germany, and China with diverse language skills supporting cross-border deals
- Senior-Level Attention: No bait-and-switch—senior bankers are involved in every engagement
- Process Innovation: Proprietary Fireside Chat® and Sponsored MBO methodologies
- Unbiased Advice: Independent from larger institutions, no conflicts of interest
- Big Name Experience, Middle Market Focus: Team from JPMorgan, Blackstone, Deutsche Bank, PwC, Merrill Lynch, Bank of America, PJT Partners, TD Securities, Credit Suisse, and UBS
- 92% Completion Rate: Extraordinary success on sell-side mandates
Not a Fit If
Angle Advisors typically declines:
- Businesses below $10M TEV (focused on middle market)
- Founders wanting limited process (their value is in exhaustive outreach)
- Situations requiring public company advisory outside their middle market focus
Team
The firm has 45+ professionals across offices in Detroit, Frankfurt, and Shanghai. Key leadership includes:
Co-Founders & Partners:
- Cliff Roesler (Co-Founder & Partner): 37 years experience, nearly 200 completed transactions
- Kevin Marsh (Co-Founder & Partner): 22 years experience, 160+ completed transactions
Partners:
- Matt Zwack (Partner): 14 years experience, 50+ transactions, metals practice lead
- Craig Melegari (Partner): 26 years experience, 120+ transactions, casting specialist
Managing Directors:
- Greg Alkhas: 23 years experience, 60+ transactions
- Mark Carroll: 25+ years experience, former PE co-founder
- Tom Gordy: 25+ years experience, 125+ transactions
- Christopher de Movellan: 35+ years international experience
- Andrew McCoy: 10 years experience, 50+ transactions
- Michael McCoy: 10 years experience
- Scott Simon: 20+ years experience, former corporate VP at Vontier and Johnson Controls
The team combines investment banking expertise with operational backgrounds in engineering, manufacturing, private equity, accounting, commercial lending, and management consulting.
Geographic Coverage
Primary offices in Birmingham, MI (Detroit); Frankfurt, Germany; and Shanghai, China support global transaction execution. The firm has completed transactions in 38 countries across North America, Europe, Asia, and South America. Core US markets include Midwest (Michigan, Ohio, Illinois), with national reach through their global offices.