Our Team
Our team is composed of experienced and trusted professionals focused on building relationships with our clients throughout the process. Each member possesses extensive market knowledge and expertise with the skills to serve both domestic and international companies.
Leadership
Advisors
Industry Advisory Board
Support Team
Operations Manager
The Operations Manager maintains the systems and technology that support the firm and handles marketing and content. This role also ensures advisors and the due diligence and research staff have the tools and resources they need to manage their deals and support each engagement.
Due Diligence Coordinator
From the first meeting with a client, the Due Diligence Coordinator gathers and organizes the information and documents needed to complete the sale. This role proactively drives next steps and catches issues early, before a letter of intent is signed, building buyer confidence and shortening the time to closing.
Specialized CIM Writer
The Confidential Information Memorandum Writer specializes in researching our clients’ industries and competitors. The writer gathers relevant and significant information in one place for potential buyers, a crucial piece in positioning a company in the marketplace.
Research Assistant
Assisting our Due Diligence Coordinator, CIM Writer, and our Advisors. The Research Assistant (RA) gathers data and information to support and verify information in our M&A activities. The RA plays a significant role behind-the-scenes at Touchstone.