About the Firm

About the Firm

Touchstone Advisors is a Mergers and Acquisitions firm dedicated to bringing investment bank services to the lower middle market, creating value for companies in multiple industries, providing expertise and advice in the transfer of ownership of privately-held companies. Our team is highly qualified and experienced, possessing extensive market knowledge serving both domestic and international companies. At Touchstone, we distinguish ourselves through our unwavering commitment to meeting our clients’ needs. We provide unbiased advice and expertise to customize an approach to each individual client based on their company needs. 

Touchstone Advisors has assisted our clients in achieving their strategic and financial goals for over 15 years.

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 TM

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


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.

  • 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


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
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