Touchstone Advisors

Investment BankingConnecticut, United States11-50 Employees

Touchstone Advisors is an investment banking firm that focuses on helping privately held and family-owned businesses prepare for and execute a sale. Serving companies with revenues in the five to fifty million range, the firm emphasizes a comprehensive exit strategy designed to maximize value for owners while facilitating a smooth transition for buyers. Based in Clinton, Connecticut, the firm positions itself as more than a traditional broker by integrating a structured analysis of owner readiness, market benchmarking, operational optimization, tax optimization, and buyer risk assessment. The approach aims to connect owners with synergistic and strategic buyers, leveraging an investment banking mindset to the private company sale process. In addition to its core advisory work, Touchstone Advisors has expanded its footprint through recent acquisitions and new M&A advisory appointments in regional markets, reflecting growth in its service reach. The company operates within the investment banking industry and serves business owners seeking to maximize the value and ease of exiting ownership.

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