Welcome to Touchstone Advisors
Your Dedicated Edit Strategy Partner
Integrity. Expertise. Success
Our Services
At Touchstone Advisors, we help business owners navigate one of the most important financial and personal decisions of their lives. With more than two decades of experience advising lower middle market companies, we combine strategic insight, hands-on guidance, and a disciplined transaction process to help clients achieve successful outcomes.
From preparing a business for sale to executing complex mergers and acquisitions, our team is committed to maximizing value at every stage of the process. Backed by a proven track record of hundreds of completed transactions, dedicated senior-level involvement, and our proprietary Exit AdvantageSM program, we provide the expertise and support business owners need to confidently move toward their next chapter.
Mergers & Acquisitions
Touchstone Advisors provides merger and acquisition advisory services, utilizing decades of professional M&A experience in a wide range of industries to provide the best possible path for each of our clients.
Estimate of Value
Touchstone’s Estimate of Value (EOV) provides owners with a realistic understanding of their company’s value in today’s marketplace. Our cost-effective EOV is part science and part art. By evaluating your company financials and value proposition, we will provide you with timely, valuable information so you can make well informed business decisions.
Investment Banking
Touchstone Advisors provides investment banking services through Ceiba Financial, LLC, an independent broker-dealer. Touchstone provides personalized services with a focus on integrity and ethical conduct.
Find out what your business is worth
Manufacturing
Distribution
Business to Business (B2B) Services
Healthcare Services
Food and Beverages
Engineering and Technology Services
Construction and Trades Services
More
This is one Owner’s experience. Every business owner will have an individual process marketing their company.
Areas We Serve
Connecticut
Massachusetts
New York
New Jersey
Pennsylvania
Delaware
New Hampshire
Maine
Rhode Island
Nationwide