Touchstone Advisors
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.
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.
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






