Welcome to Touchstone Advisors

Your Dedicated Exit Strategy Partner

Integrity. Expertise. Success

Our Services

Touchstone Advisors is a boutique M&A advisory firm serving lower middle market business owners throughout the Northeast and nationwide. With more than two decades of experience and 500+ completed transactions, we bring a disciplined process and senior-level advisor involvement to every engagement, from preparing a business for sale through closing the transaction.

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.

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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.

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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.

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Manufacturing

Distribution

Business to Business (B2B) Services

Healthcare Services

Food and Beverages

Engineering and Technology Services

Construction and Trades Services

And 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