Touchstone Advisors

Overview

Touchstone Advisors is a New England-based M&A advisory firm specializing in privately held businesses with revenues between $5 million and $100 million. They offer services such as sell-side and buy-side representation, business valuations, and investment banking services, including capital and debt raises. Their client base spans various industries, including manufacturing, distribution, B2B services, healthcare, food and beverages, engineering and technology services, and construction and trades services. Touchstone Advisors operates primarily in the United States, with a focus on the Northeast region, including Connecticut, Massachusetts, New York, New Jersey, Pennsylvania, Delaware, New Hampshire, Maine, and Rhode Island. Their investment approach encompasses buyouts, turnarounds, and distressed situations, aiming to maximize shareholder value through a competitive process that attracts multiple qualified buyers. The firm emphasizes confidentiality and tailors its strategies to meet the unique needs of privately held and family-owned companies, assisting them in achieving their strategic and financial goals. With over 15 years of experience, Touchstone Advisors has a track record of successful transactions across various sectors, demonstrating their expertise in facilitating complex M&A deals. Their philosophy centers on providing unbiased advice and leveraging their extensive market knowledge to create value for their clients, ensuring a thorough understanding of each business to develop effective exit strategies that align with the owners' objectives and family legacies.

Investment Focus

• Privately held businesses
• Revenues between $5 million and $100 million
• Located in the United States

Portfolio Companies