Angle Advisors
Angle Advisors is an independently owned, middle-market investment bank providing M&A advisory, private capital raising, and valuation services to private business owners, corporations, and private equity funds across the U.S., Europe, and Asia.
- Company typePrivate
- Founded2009
- HeadquartersBirmingham, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Angle Advisors does
Angle Advisors is an independently owned, middle-market investment bank founded in 2009 and headquartered in Birmingham, Michigan. The firm provides merger and acquisition advisory, private capital raising, and financial advisory services — including valuations, fairness opinions, and synergy analysis — to private business owners, corporations, and private equity funds. Its client mix is reported as approximately 43% private business owners, 40% corporations, and 17% private equity funds, with 80% of engagements involving an international element and assets in 38 countries globally.
The firm's service platform is structured around a single integrated M&A advisory practice with sell-side, buy-side, and special situations modules, supplemented by private capital raising and standalone financial advisory work. It leverages offices in Birmingham (MI), Frankfurt (Germany), and Shanghai (China) and a multilingual team of 40-50 professionals sourced from bulge-bracket and elite middle-market firms (JPMorgan, Blackstone, Deutsche Bank, PwC, Merrill Lynch, PJT Partners, UBS, etc.) to support cross-border execution. Since founding, the firm reports 325+ completed transactions with a 92% success rate on sell-side mandates.
Angle Advisors monetizes exclusively through professional services fees on closed transactions and recurring retainers; securities offerings are routed through JW Korth & Company, LP. The go-to-market motion is enterprise field sales — direct engagement with senior executives and business owners through relationship-based business development, supported by industry-specific quarterly newsletters across 12+ industrial and services sectors. The firm is privately held, partnership-style, and has grown organically without institutional investors or external funding rounds.
Angle Advisors firmographics
Firmographics- Name
- Angle Advisors
- Legal name
- Angle Advisors, LLC
- Website
- https://angleadvisors.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Angle Advisors is an independently owned, middle-market investment bank providing M&A advisory, private capital raising, and valuation services to private business owners, corporations, and private equity funds across the U.S., Europe, and Asia.
- Ownership category
- akta.pro rank
Angle Advisors industry classification
Industry- Product category
- Middle Market Investment Banking Advisory
- NAICS
- Investment Banking and Securities Intermediation (523150)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
- akta.pro secondary industries
- Buy-Side M&A Advisory (FSAEAGAB), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Fairness Opinions & Independent Board Advice (FSAEAGAF)
Keywords
Where Angle Advisors is headquartered
LocationHeadquarters
- HQ city
- Birmingham
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Angle Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- M&A Advisory Services: Comprehensive middle market M&A advisory for mergers, strategic combinations, carve-outs, divestitures, acquisitions, recapitalizations, and joint ventures. Fees typically include retainers and success-based transaction fees.
- Private Capital Raising: Capital raising services for funding growth, acquisitions, distributions, shareholder buyouts, or refinancings. Work with clients to obtain cost-effective capital to maximize operating and financial flexibility.
- Financial Advisory Services: Comprehensive valuation and analytical services including valuations, fairness opinions, synergy analysis, and negotiations for middle market companies facing financial needs.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Angle Advisors product offering
Product offeringCore offering
Angle Advisors is a middle market investment bank providing comprehensive M&A advisory for mergers, strategic combinations, carve-outs, divestitures, acquisitions, recapitalizations, and joint ventures. The firm also delivers private capital raising services for growth financing, acquisitions, shareholder buyouts, and refinancings, alongside financial advisory services including valuations, fairness opinions, synergy analysis, and negotiations for middle market companies facing financial needs.
Product overview
Angle Advisors is an independently owned, middle market investment bank providing M&A advisory, private capital raising, and related financial advisory services. The firm operates as a single unified service offering centered on merger and acquisition advisory, supported by specialized sell-side, buy-side, and special situations modules. Complementary to the core M&A practice, Angle Advisors offers private capital raising and financial advisory services including valuations and fairness opinions. The firm also produces a portfolio of industry-specific quarterly newsletters covering sectors including Aerospace & Defense, Automotive, Automotive Aftermarket, Building Products, Electronics & Electrical Components, Metal Forming, Multi-Industrials, Plastics, Professional Real Estate Services, Transportation & Logistics, and Truck/Trailer/Off-Road Vehicle industries. Angle Advisors serves private business owners, corporations, and private equity funds across industrial and services sectors.
Differentiator
Problem solved
Functional benefit
Products and services
- Merger & Acquisition Advisory Comprehensive middle market M&A advisory for mergers, strategic combinations, carve-outs, divestitures, acquisitions, recapitalizations, and joint ventures, serving private business owners, corporations, and private equity funds.
- Sell-Side M&A Advisory Advisory services for private business owners and corporations selling their companies, including positioning strategy, confidential sale processes, and deal execution, with a 92% close rate on sell-side mandates.
- Buy-Side M&A Advisory Advisory services for corporations and private equity firms acquiring companies, including target identification, due diligence support, and transaction structuring.
- Special Situations M&A Advisory Advisory for complex transactions including distressed sales, restructurings, and non-traditional M&A situations.
- Private Capital Raising Capital raising services for funding growth, acquisitions, distributions, shareholder buyouts, or refinancings, working to obtain cost-effective capital for middle market clients.
- Financial Advisory Services Comprehensive valuation and analytical services including valuations, fairness opinions, synergy analysis, and negotiations for middle market companies facing financial needs.
Quantifiable outcome
- 92% success rate on sell-side deals
- +4 more outcomes
Companies that use Angle Advisors
Customer profileNamed customers14 records
Segments4 records
Ideal customer profiles3 records
Angle Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Angle Advisors partnerships and signals
Strategic signalScale indicators11 records
Recent moves6 records
Expansion highlights5 records
Angle Advisors competitors and assessment
Company assessmentBroad incumbents
- Houlihan Lokey: Larger publicly listed middle-market advisor with M&A, capital markets, and financial advisory services. Overlaps with Angle in middle-market M&A but operates at materially greater scale and capital markets breadth.
- Piper Sandler: Public full-service investment bank with a dedicated middle-market M&A franchise. Competes for many of the same industrial and business services mandates.
- Jefferies: Global investment bank with a sizable middle-market M&A practice. Increasingly active in sub-$1B industrial transactions that overlap with Angle's core mandate.
- KeyBanc Capital Markets: Middle-market M&A franchise of KeyCorp with strong industrial sector coverage. Directly competes for many of Angle's industrial sell-side mandates.
Direct peers
- Lincoln International: Independently owned global middle-market M&A advisor with deep cross-border execution. Directly comparable to Angle Advisors in mandate type, middle-market focus, and international deal orientation.
- Stout: Middle-market advisory firm offering M&A, valuation, and financial advisory services. Directly comparable on core advisory services and middle-market client base.
- PMCF (Plante Moran): Middle-market M&A advisory practice serving industrial and business services clients. Similar deal size range and private owner orientation.
- Fidus Partners: Independent middle-market M&A advisor focused on industrial and business services. Closely comparable boutique model with similar deal size and sector profile.
- Brown Gibbons Lang & Company (BGL): Middle-market M&A advisor focused on industrial and business services sectors. Comparable in deal size range, sector focus, and senior-led execution model.
- Cascadia Capital: Middle-market investment bank specializing in sell-side M&A with industry verticals including industrials and consumer. Comparable boutique model with sector-oriented coverage.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Angle Advisors social profiles
Digital presenceAngle Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Angle Advisors leadership team
Management profileNumber of profiles
Profiles7 records
Angle Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Angle Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Angle Advisors
What does Angle Advisors do?
Angle Advisors is a middle market investment bank providing comprehensive M&A advisory for mergers, strategic combinations, carve-outs, divestitures, acquisitions, recapitalizations, and joint ventures. The firm also delivers private capital raising services for growth financing, acquisitions, shareholder buyouts, and refinancings, alongside financial advisory services including valuations, fairness opinions, synergy analysis, and negotiations for middle market companies facing financial needs.
Is Angle Advisors a public or private company?
Angle Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Angle Advisors founded?
Angle Advisors was founded in 2009. It employs 11 to 50 people.
Where is Angle Advisors based?
Angle Advisors is headquartered in Birmingham, United States, in the North America region.
How does Angle Advisors make money?
Three revenue lines are on record. M&A Advisory Services are the primary driver. The others are private Capital Raising and financial Advisory Services.
Who are Angle Advisors's main competitors?
Broad incumbents on record are Houlihan Lokey, Piper Sandler, Jefferies and KeyBanc Capital Markets. Direct peers are Lincoln International, Stout, PMCF (Plante Moran), Fidus Partners, Brown Gibbons Lang & Company (BGL) and Cascadia Capital.
Does Angle Advisors have an API?
No public API is recorded for Angle Advisors.
What industry is Angle Advisors in?
Angle Advisors's product category is Middle Market Investment Banking Advisory. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of FSAEAGAB, Buy-Side M&A Advisory. Its NAICS code is 523150 and its SIC code is 8742.