About the Firm

About the Firm

At Touchstone Advisors, we know that every business represents more than just years of dedication — it’s your legacy.  As a boutique merger and acquisition advisory firm serving the lower middle market, we bring decades of experience and our proven four-step process to every transaction. For over 20 years, Touchstone Advisors has provided a combination of hands-on leadership, experienced advisor attention and smooth transactional execution.

Our mission is clear:   We maximize the value of our client’s life’s work.

  • Proven Track Record – With over 500 successfully completed M&A transactions, we bring the experience, relationships, and process discipline required to close deals and maximize enterprise value.
  • Value-Driven Exit Preparation – Our Exit AdvantageSM program takes a proactive approach to exit readiness, helping business owners identify value drivers, mitigate risks, and optimize positioning well before going to market.
  • Dedicated Deal Team – Every client engagement is supported by a dedicated deal team with senior-level involvement from start to close—ensuring strategic guidance, executional excellence, and transactional continuity.

The Three Main Components in our Practice

Sell-Side Mergers and Acquisitions

We create value through acquisition and exit strategies, with a focus on transactions from $5 million to $100 million in enterprise value.

Exit Advantage SM

Exclusive 10 step program developed for business owners who have plans to exit in the next 2-5 years.

Buy-Side Services

Our Buy-Side Services identify quality acquisition targets in the lower middle market.

The Sales Process

MARKETPLACE PRINCIPLES

Different buyers will offer to pay very different prices for the same business. The strategic buyer with the most opportunity will be in a position to pay the highest price. That acquirer will never offer all that a business is worth as long as it can buy the business for less.

THE TOUCHSTONE SOLUTION
  • Identify the strategic opportunities available to others.
  • Identify potential buyers that would benefit from those opportunities.
  • Market the business without a price to acquirers, private equity groups, individuals, and others.
  • Place acquirers in competition with one another.

Closed Transactions

Campion & Trinity
Campion & Trinity
Micorp & Monhegan
Micorp & Monhegan
Universal & Cenergy
Universal & Cenergy
wasp-weaver-02
wasp-weaver-02
york-knight-02
york-knight-02
arcor-cadence-01
arcor-cadence-01
fandotech-industrial-01
fandotech-industrial-01
View All Closed Transactions

Testimonials

quote
Touchstone is an organization based on results, not just good intentions, and we could not be happier with the result. Their process placed several strategic acquirers in competition with one another to achieve a result that exceeded our expectations.

In the end, we would recommend Touchstone Advisors to any business owner looking to market their company while working with professionals who truly care about their clients
Robert Pellettier
Co-Owner OhlheiserCorporation
quote
As one of the chief members of the buying group, I want to commend Jeff Rich and Roy Johnson of Touchstone Advisors for their professionalism, courtesy, and fairness throughout a lengthy and dynamic evaluation, due diligence and closing process. Trinity is delighted to have Campion Ambulance as part of its New England health care operation, and we appreciate the way in which Touchstone managed this transaction from their end.
Claudio Capone
VP of Strategy and Business Development of Trinity Health New England