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, 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

Cliff

Roesler

Christopher

de Movellan

Kevin

Marsh

Andrew
McCoy

Matt

Zwack

Michael
McCoy

Craig

Melegari

Nick
Diehl

Tom

Gordy

Jon
Kashat

Greg

Alkhas

Bob
Carey

CLIFF ROESLER

croesler@angleadvisors.com

+1 248.605.9502

Co-Founder & Partner

Mr. Roesler is a Co-Founder and Partner of Angle Advisors and has 28 years of investment banking 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 combine domestic engineering with virtual manufacturing to serve the vehicular, industrial, and consumer product industries. Mr. Roesler is a co-inventor of Angle’s unique “Sponsored Management Buyout” methodology and co-originator of the Fireside Chat® process used to selectively qualify buyer candidates. Having completed over 140 transactions during his career, Mr. Roesler has experience on both domestic and cross-border transactions ranging from corporate carve-outs to private company sales. Mr. Roesler also oversees projects co-executed through Angle’s offices in Germany and China. Some of Mr. Roesler’s notable recent transactions include U.S. Farathane, Radar Industries, Sloan Transportation Products, Packaging Concepts & Design, Fluid Routing Solutions, and BorgWarner’s TPMS Business.

Mr. Roesler has worked on transactions in 26 countries around the world, including in Europe, Asia, North America, and South America. Projects include work in electronics, cast and machined products, chemicals, stamping, powder metal, and systems or components encompassing virtually 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. He has also worked for W.Y. Campbell & Company (a US-based investment bank), Pricewaterhouse Coopers (due diligence, valuation and corporate finance), US Strategic Missile Command on its Bush-era Mobile Rail Garrison project, and Arbor Vista LLC (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

kmarsh@angleadvisors.com

+1 248.605.9503

Co-Founder & Partner

Mr. Marsh is a Co-Founder and Partner of Angle Advisors and has 20 years of investment banking experience. Having completed over 96 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, Statewide Remodeling, Tundraland, 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

mzwack@angleadvisors.com

+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

cmelegari@angleadvisors.com

+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

tgordy@angleadvisors.com

+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.

GREG ALKHAS

galkhas@angleadvisors.com

+1 248.605.9511

Managing Director

Mr. Alkhas is a Managing Director at Angle Advisors and has 18 years of investment banking and consulting experience. With over 60 completed transactions during his career, Mr. Alkhas has experience in the vehicular, electronics, capital equipment, plastic injection molding, aerospace, metal processing, chemicals, business services, 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 capital raising, public to private, private to public, and balance sheet restructuring transactions. Some of Mr. Alkhas’ notable recent transactions include the sale of 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.