Our Clients




Closed Transactions

June 14, 2024

The Emotional Journey of Selling a Family Business

Selling a family business is more than just a financial transaction; it’s an emotional journey filled with mixed feelings and significant decisions. At Touchstone Advisors, we understand that this process can be both exciting and challenging.
May 10, 2024

Are you waiting for a knock on the door?

Many business owners don’t want to think about selling, but for some reason which I still don’t understand
April 10, 2024

Top 5 Mistakes Business Owners Make when Selling their Business

As an owner of a business, it is not unusual for you to think about eventually exiting your business.
March 13, 2024

Due Diligence: A Vital Exercise for Buyers & Sellers

If you are an owner of a privately held lower middle-market business, you may have no idea
March 12, 2024

My Shelves Are Full

In all our years of operation, I don’t think we have seen two businesses that manage their inventory the same way; so,
March 12, 2024

Touchstone Advisors Announces Acquisition of Business Transition Strategies

January 2024, Hartford, CT.– Touchstone Advisors, a mergers and acquisition (M&A) advisory firm providing M&A and other
March 12, 2024

Touchstone Advisors Announces Sale of Woodhouse Academy

NEW HAVEN, CT, UNITED STATES, February 2024Touchstone Advisors is pleased to announce
December 29, 2023

Why an Industry Specialist is a Bad Idea When Hiring a MA Advisor

It’s tempting to think that someone who only represents businesses within your industry is
November 17, 2023

WORKING CAPITAL: Often Misunderstood But Always Important

Working capital is not the way many owners think about their day-to-day operating cash flow, in fact it would be quite normal if this wasn’t something […]