Angle Advisors

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.

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

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

• Mergers and acquisitions advisory
• Middle market investment banking
• Private capital raising
• Sell-side advisory
• Financial advisory services

Headquarters

HQ city

Birmingham

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. 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.
2. 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.
3. 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

Core 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

Named customers14 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators11 records

Recent moves6 records

Expansion highlights5 records

Broad 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

• LinkedInlinkedin.com/company/angle-advisors---investment-banking

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Angle Advisors