FIRM PRINCIPALS
The "Best Kept Secret" in Investment Banking, we have a deep bench of experienced professionals across three continents. Our team comes from a wide array of well-recognized institutions such as JPMorgan, Barclays, Morgan Stanley, Wells Fargo, PwC, Merrill Lynch, Bank of America, Rothschild, Jefferies, Credit Suisse, and UBS. Our team of nearly 40 professionals possess a broad range of experience outside investment banking, including operations, engineering, private equity, accounting, commercial lending, and management consulting.
A Team of 40 Professionals Continuously Recognized for Excellence
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CLIFF ROESLER
Co-Founder & Partner
+1 248.605.9502
Mr. Roesler is a Co-Founder and Partner of Angle Advisors 35 years of investment banking and private equity experience. As a degreed engineer, Mr. Roesler’s unique background combines manufacturing process and engineering know-how with financial and accounting experience. Mr. Roesler’s projects generally emphasize products or processes where a unique technical aspect, proprietary know-how, or highly engineered products are involved. He is also active with companies whose value-added distribution type products and business models serve the vehicular, industrial, and consumer product industries. Mr. Roesler is a co-inventor of Angle’s unique “Sponsored Management Buyout” methodology and also co-originator of Angle’s trademarked Fireside Chat® process used to selectively develop buyer candidates. Having completed over 180 transactions during his career, Mr. Roesler leads both domestic and cross-border transactions, corporate carve-outs and private company sales. Mr. Roesler also oversees projects co-executed through Angle’s offices in Germany and China.
Mr. Roesler has worked on transactions in 28 countries touching nearly every part or manufacturing process used in support of passenger and commercial vehicles. Mr. Roesler began his career in the transportation industry, working on the post-merger integration of CSX Railroad followed by projects with Florida East Coast Railway, BNSF, Metro North, Greenwood Motor Lines and Jones Transfer. Prior to founding Angle he was a Managing Director with W.Y. Campbell & Company (a US-based investment bank), a Manager at Pricewaterhouse Coopers (due diligence, valuation and corporate finance), and Arbor Vista LLC, a private-equity group specializing in middle market turnarounds and small cap acquisitions.
Mr. Roesler is a graduate of the University of Michigan where he earned a B.A., M.B.A. and M.S.E. (Master of Engineering).
KEVIN MARSH
+1 248.605.9503
Co-Founder & Partner
Mr. Marsh is a Co-Founder and Partner of Angle Advisors and has 22 years of investment banking experience. Having completed over 130 transactions during his career, Mr. Marsh has developed extensive experience working with corporate clients, private business owners, and private equity firms on transactions ranging from the sale of an entire business to product line or business unit divestitures. Mr. Marsh has completed transactions in 18 countries around the world, including in Europe, Asia, North America, and South America. Mr. Marsh’s industry experience focuses on direct-to-consumer home improvement, but also includes deep experience in vehicular, industrial manufacturing, distribution, and electronics industries. Some of Mr. Marsh’s notable recent transactions within the direct-to-consumer home improvement industry include 1-800 Hansons, Mad City Window & Bath, NEWPRO, Tundraland, Closet America, TSR Concrete Coatings, and Max Home. Mr. Marsh is a co-inventor of Angle’s unique “Sponsored Management Buyout” methodology and co-originator of the Fireside Chat® process for selectively qualifying buyer candidates.
Prior to co-founding Angle Advisors, Mr. Marsh worked for W.Y. Campbell & Company, where he managed M&A transactions across a multitude of industries. Previously, Mr. Marsh worked for Questor Management Company, LLC, a private equity firm with $1.1 billion of capital, as well as J.P. Morgan, where he held transaction execution roles on mergers, acquisitions, leveraged buyouts, debt and equity financings, and recapitalizations.
Mr. Marsh holds a B.B.A. with high distinction in Finance and Accounting from the University of Michigan’s Ross School of Business, where he was a member of Beta Gamma Sigma.
MATT ZWACK
+1 248.605.9504
Partner
Mr. Zwack is a Partner at Angle Advisors and has 14 years of investment banking and commercial banking experience. With 9 years of operational experience in the steel industry, Mr. Zwack has an extensive background in manufacturing and metal processing operations to complement his financial and accounting experience. With over 50 completed transactions during his career, Mr. Zwack focuses on the vehicular, metal processing, capital equipment, and industrial manufacturing industries. Some of Mr. Zwack’s notable recent transactions in the metal processing industry include Doral Steel, Salem Steel, Riviera Tool, Waterloo Recycling, and Kecy Products.
Prior to joining Angle Advisors, Mr. Zwack worked for W.Y. Campbell & Company, where he managed M&A transactions and led the firm’s metals practice. Previously, Mr. Zwack was the Chief Financial Officer of a privately held company involved in the steel manufacturing, processing, and waste industries. During his tenure, Mr. Zwack developed a proven track record of successfully managing businesses despite adverse financial conditions and a distressed economic environment. In addition to executive management, Mr. Zwack held various transaction and analyst roles at P&M Corporate Finance, LLC, Bank of America, NT&SA and Comerica Bank.
Mr. Zwack earned a B.B.A. in Finance from the University of Iowa and an M.B.A. with high distinction from the University of Michigan Ross School of Business, where he was a member of Beta Gamma Sigma.
CRAIG MELEGARI
+1 248.605.9508
Partner
Mr. Melegari is a Partner at Angle Advisors and has 21 years of investment banking and capital raising experience advising corporate clients, private business owners, and private equity funds on merger, acquisition, divestiture, capital raising, and distressed/restructuring transactions. Having completed over 90 transactions across industry verticals such as the vehicular, aerospace, defense, logistics, financial services, marine, business services, specialty chemical, and general industrial sectors, Mr. Melegari has accumulated significant experience with a wide variety of manufacturing technologies including casting, stamping, forging, machining, and injection molding. Specifically, having completed 21 casting transactions, Mr. Melegari has an especially deep knowledge of both ferrous and non-ferrous foundry processes ranging from high pressure die casting, low pressure permanent mold, and gravity to greensand and investment casting technologies. Some of Mr. Melegari’s notable recent transactions in the casting industry include Contech, Albany-Chicago, Key 3, and Federal-Mogul’s Camshaft Business. Mr. Melegari has completed transactions in 16 countries around the world, including in Europe, Asia, North America, and South America.
Prior to joining Angle Advisors, Mr. Melegari worked for W.Y. Campbell & Company, where he managed a variety of M&A transactions over his 13-year tenure at the firm. Previously, Mr. Melegari worked for Mellon Bank and participated in both commercial lending and capital markets activities. Within Mellon’s Institutional Banking Group, Mr. Melegari’s team provided traditional senior credit facilities and leveraged term loans to large corporate and middle-market clients. Mr. Melegari’s career with Mellon began as a member of the International Securities Lending Group where activities focused on the trading of international fixed income and debt securities.
Mr. Melegari received a B.A. in Economics from the University of Michigan and earned his M.B.A. from The Katz School of Business at the University of Pittsburgh, where he was a member of Beta Gamma Sigma.
TOM GORDY
+1 248.605.9516
Managing Director
Mr. Gordy is a Managing Director at Angle Advisors and has over 25 years of investment banking experience including sell-side and buy-side M&A advisory, as well as capital raising and restructuring transactions. With over 125 completed transactions throughout his career, Mr. Gordy has experience in the vehicular, paper, building products, capital equipment, mining, logistics and several other industries. Mr. Gordy’s transactions have primarily focused on the sale of privately-held middle-market businesses, including both healthy and highly distressed companies that required difficult and complex restructurings and sale processes.
Prior to joining Angle Advisors, Mr. Gordy was Managing Director at Variant Capital Advisors where he founded and led the firm’s M&A, capital raise and restructuring practice. Previously, Mr. Gordy was Managing Director at Banc One Capital Markets, Inc. and its predecessor, First Chicago Capital Markets, Inc. At Banc One Capital Markets, Mr. Gordy was responsible for originating, structuring, managing and executing public and private debt financings, including high yield and investment grade securities and private placements of senior debt and mezzanine capital.
Mr. Gordy received his Master of Business Administration in Finance from the Ross School of Business at the University of Michigan and a Bachelor degree from the University of Michigan. He is a member of the Association for Corporate Growth, the American Bankruptcy Institute, and the Turnaround Management Association.
MARK CARROLL
+1 248.675.8892
Managing Director
Mr. Carroll is a Managing Director at Angle Advisors and has over 25 years of years of corporate finance experience focused on private equity investing, venture capital, M&A advisory, capital raising, and restructuring transactions. As a principal investor, Mr. Carroll has led the acquisition and financing of over 25 companies. Mr. Carroll’s transaction experience encompasses several industries, including automotive, heavy truck, food, electronics, machining, healthcare technology and building products. Mr. Carroll’s transactions have primarily focused on family-owned businesses and corporate carve-outs, including both healthy and highly distressed companies. Mr. Carroll has been primarily responsible for the sale of companies to publicly traded strategic acquirers and to private equity investors.
Prior to joining Angle Advisors, Mr. Carroll was the Co-Founder and Managing Partner of Superior Capital Partners, a lower middle market private equity firm focused on special situation investments. He also served as the CFO and head of capital raising for Perigon Health 360, a venture capital backed digital healthcare company. Previously, Mr. Carroll was with Questor Management Company and CHS Capital. Mr. Carroll also served as an investment banker with BT Alex.Brown and PaineWebber.
Mr. Carroll holds a bachelor’s degree from the Wharton School at the University of Pennsylvania, a M.B.A. from the Kellogg School at Northwestern University where he was a F.C. Austin Scholar and a Masters in Engineering Management from the McCormick School of Engineering at Northwestern University.
GREG ALKHAS
+1 248.605.9511
Managing Director
Mr. Alkhas is a Managing Director at Angle Advisors and has 21 years of investment banking and consulting experience including 9 years as a Managing Director with Angle Advisors. With over 60 completed transactions during his career, Mr. Alkhas has experience in the vehicular, electronics, business services, capital equipment, plastic injection molding, aerospace, metal processing, and industrial manufacturing industries. Mr. Alkhas’ clients have included domestic and international corporate clients, Fortune 500 companies, private business owners, and private equity firms. Mr. Alkhas primarily focuses on mergers & acquisitions, corporate divestitures, and cross border deals. Mr. Alkhas has significant experience advising on public to private, private to public, and balance sheet restructuring transactions. Some of Mr. Alkhas’ notable recent transactions include the sale of Segue Manufacturing, Norwood Sawmills, LearnDash, Lyle Industries, JBC Technologies, TransNav, Quality Industries, Delphi’s Reception Systems Business, Models & Tools, EASOM, Evana, and Kurz Kasch.
Prior to joining Angle Advisors, Mr. Alkhas was a Vice President at Lincoln International, where he managed M&A transactions across a variety of industries. Prior to joining Lincoln International, Mr. Alkhas worked for Andrews Advisory Group, a boutique turnaround and restructuring firm focused on advising both debtors and creditors in distressed situations. Prior to joining Andrews Advisory Group, Mr. Alkhas worked in Credit Suisse’s investment banking group, where he held transaction execution roles on mergers, acquisitions, valuations, leveraged buyouts, debt and equity financings, and recapitalizations.
Mr. Alkhas holds an M.B.A. degree from the University of Chicago Booth School of Business and a B.S. degree in Finance and Accounting from Indiana University.
In 2015, Mr. Alkhas (along with Mr. Roesler) was named All Star Investment Banker of the Year by the Detroit Chapter of the Association for Corporate Growth (“ACG”) for his exceptional advisory work.
CHRISTOPHER DE MOVELLAN
+1 248.605.9052
Managing Director
Mr. de Movellan is a Managing Director at Angle Advisors and has 14 years of corporate finance experience. Mr. de Movellan brings experience in several functional areas of international business from prior roles in finance, as well as supplier and business development. Primarily focused on the aerospace, defense, and electronics industries, Mr. de Movellan’s background includes aerospace (OEM & aftermarket), financial services, and retail sporting goods manufacturing and distribution. His transactional background includes aerospace components and tooling, aviation airframe and components MRO, and electronics manufacturing services (EMS).
Prior to joining Angle Advisors, Mr. de Movellan held positions with Goodrich Aerospace (now United Technologies), Prudential, GreenPath, and King Par.
Mr. de Movellan holds a B.A. degree from Washington & Lee University and completed post-graduate accounting and finance course-work at the University of Kentucky. Mr. de Movellan’s language skills include English, Spanish, French, Italian, and Portuguese.
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ANDREW MCCOY
+1 248.605.9057
Director
Mr. McCoy is a Director at Angle Advisors and has 10 years of investment banking experience. With over 50 completed transactions during his career, Mr. McCoy has experience executing both domestic and cross-border transactions for corporate clients, private business owners, and private equity firms. Mr. McCoy has diverse experience across business services and industrial manufacturing sectors, and primarily focuses on assisting clients in the direct-to-consumer home improvement, building products, and packaging industries. Some of Mr. McCoy’s notable transactions within the direct-to-consumer home improvement industry include K-Designers, Closet America, Your Home Improvement Company, NEWPRO, Max Home, Mad City Window & Bath, and 1-800-Hansons. Some of Mr. McCoy’s notable transactions within the packaging industry include PolyFlex Products, Seaboard Folding Box, and Packaging Concepts & Design.
Prior to joining Angle Advisors, Mr. McCoy worked for Lincoln International where he assisted on M&A transactions across various industries including marketing services, business services, and industrial.
Mr. McCoy holds a B.B.A. degree with distinction from the University of Michigan's Ross School of Business.
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MICHAEL MCCOY
+1 248.605.9059
Director
Mr. McCoy is a Director at Angle Advisors and has 10 years of investment banking and consulting experience. Mr. McCoy has experience in the aerospace, vehicular, metal processing, electronics, and industrial manufacturing industries. Mr. McCoy has worked with domestic and international corporate clients, private business owners, and private equity firms. Mr. McCoy primarily focuses on mergers & acquisitions, corporate divestitures, and cross-border deals. Some of Mr. McCoy's notable recent transactions include the sale of Arconic's Firth Rixson forgings business, CTA Acoustics, BorgWarner's thermostats business, and HN Precision.
Prior to joining Angle Advisors, Mr. McCoy worked for KPMG where he focused on special situations M&A transactions, turnaround consulting, and other M&A advisory services. Prior to joining KPMG, Mr. McCoy worked for Mesirow Financial Consulting where he assisted on turnaround consulting engagements advising both debtors and creditors.
Mr. McCoy holds a M.B.A. and B.B.A. from the Indiana University Kelley School of Business with a focus on finance and accounting.
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Mr. Diehl is a Director at Angle Advisors and has 9 years of investment banking experience. With over 30 completed transactions during his career, Mr. Diehl has experience executing both domestic and cross-border transactions for corporate clients, private business owners, and private equity firms. Mr. Diehl focuses on helping clients who operate in the automotive, manufacturing, and business services industries, and has diverse experience executing transactions for companies in the building products, direct-to-consumer home improvement and consumer products markets. Mr. Diehl works with both healthy and distressed and early stage and mature businesses. Some of Mr. Diehl's notable recent transactions include The Taylor Group’s acquisition of CVS Ferrari, the sale of Vontier’s wheel service business The Coats Company, TSR Concrete Coatings, Norwood Industries, and LearnDash. Mr. Diehl currently serves on the board of the Exit Planning Institute's Southeast Michigan Chapter.
Prior to joining Angle Advisors, Mr. Diehl worked for Donnelly Penman & Partners, where he assisted on M&A transactions, valuation, and strategic advisory in the automotive, manufacturing, and business services industries.
Mr. Diehl received a B.A. in Political Science from the University of Michigan and a B.B.A. from the University of Michigan's Ross School of Business.
JON KASHAT
+1 248.605.9062
Director
Mr. Kashat is a Director at Angle Advisors and has 6 years of investment banking and consulting experience advising clients on mergers, acquisitions, divestitures, and capital raising initiatives. Mr. Kashat has advised domestic and international corporate clients, private business owners, and private equity clients in a wide variety of industries including business services, healthcare, transportation, electronics, metal processing & fabrication, and industrial manufacturing. Some of Mr. Kashat's notable recent transactions include the sale of Walker Die Casting and C&R Tool and Engineering to Allison Transmission (NYSE: ALSN), Vehicle Safety Holdings to VOXX International (NASDAQ: VOXX), K+S Services, and Acoust-A-Fiber.
Prior to joining Angle Advisors, Mr. Kashat was an Analyst at CIG Capital Advisors, where he focused on buy-side advisory, capital raising initiatives, and strategic planning for healthcare companies and private business owners.
Mr. Kashat received a B.S. in Finance from Oakland University.
BOB CAREY
+1 248.605.9513
Vice President
Mr. Carey is a Vice President at Angle Advisors and has 5 years of investment banking and private equity experience. Mr. Carey specializes in M&A advisory executing both domestic and cross-border transactions across an array of industries including industrials, automotive aftermarket, business services, technology, healthcare, and consumer products.
Prior to joining Angle Advisors, Mr. Carey worked for NexPhase Capital Partners where his core responsibilities included investment opportunity evaluation, process execution, and portfolio company management. Previously, Mr. Carey worked for Jefferies where he executed M&A transactions across a variety of industries.
Mr. Carey holds a B.B.A. degree with distinction from the University of Michigan's Ross School of Business.
DON LOVATI
+1 248.605.9056
Vice President
Mr. Lovati is a Vice President at Angle Advisors and has 6 years of investment banking and transaction advisory services experience. He specializes in M&A advisory and his experience includes representing founder-owned businesses, private equity firms and public companies in domestic and cross-border transactions. Mr. Lovati has transaction experience in a number of industries including industrial manufacturing, building products, distribution, and business services.
Prior to joining Angle Advisors, Mr. Lovati worked for Cowen in their M&A group, where he supported the execution of sell-side transactions across various industries. Mr. Lovati began his career in the transaction advisory services group at a national accounting and advisory firm where he assisted on financial due diligence engagements.
Mr. Lovati received a B.S. in Finance from the Mike Ilitch School of Business at Wayne State University.