Our Services

As a leading lower middle market M&A advisory firm in the Northeast, Touchstone Advisors provides a wide range of services including sell-side and buy-side representation, business valuations and investment banking services such as capital and debt raises. We prioritize confidentiality and our client’s unique needs when advising privately held and family-owned companies. For all of our services we work with business owners to learn every detail about their business and for sell-side clients we ultimately market your company nationwide in a competitive, comprehensive process that will maximize shareholder value.  We understand that your company represents the culmination of years of hard work, dedication and sacrifice and we will develop an exit strategy that makes sense for you and your family.

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 Four Points Capital Partners, LLC, an independent broker-dealer. Touchstone provides personalized services with a focus on integrity and ethical conduct.

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Find out what your business is worth

Industries We Serve



Business to Business (B2B) Services

Healthcare Services

Food and Beverages

Engineering and Technology Services

Construction and Trades Services


This is one Owner’s experience. Every business owner will have an individual process marketing their company.

Areas We Serve


New York