Touchstone Advisors Employee Directory

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.

Find Touchstone Advisors employees' phone numbers or email addresses

Touchstone Advisors Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

Asia
1

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  • Pakistan
    1

South America
1

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  • Bolivia
    1

Touchstone Advisors's Leadership

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    T. B.
    President
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    J. R.
    Managing Director & President
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    S. P.
    Partner
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    D. A.
    Managing Partner
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    M. W. C.
    Owner
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    L. V.
    Operations Manager
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    T. S.
    Principal ► Developing It Roadmaps - Strategic Planning - Program & Project Management
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    P. F. C.
    M&a Advisor
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Touchstone Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Business
  • Program & Project Management
  • Accounting
  • Other

Contact profiles from Touchstone Advisors

Name
Title
Contact Info
Location
Last Update
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    L. A.
    Mergers And Acquisitions Consultant
    Phone icon
    United StatesConnecticut
    Jun 29, 2026
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    R. J.
    M&a Advisor And Exit Strategy Consultant
    Phone icon
    United StatesConnecticut
    Jun 30, 2026
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    H. L.
    Process Administrator
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    United StatesConnecticut
    Nov 11, 2025
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    M. N.
    Writer
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    United StatesNew York
    Apr 14, 2026
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    J. W.
    Due Diligence Coordinator
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    United States
    May 31, 2026
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    J. R.
    Investment Banking Rep
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    Oct 16, 2024
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    J. V.
    Due Diligence Coordinator
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    United StatesConnecticut
    Mar 06, 2025
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    P. A.
    Industry Advisory Board - Consumer Goods And Retail
    Phone icon
    United States
    Apr 15, 2026
  • Stylized image of a person
    R. M.
    M&a Advisor
    Phone icon
    United StatesPennsylvania
    May 27, 2026

Frequently Asked Questions

What is Touchstone Advisors known for?

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Touchstone Advisors was founded in 2005 operates in the Investment Banking industry. The company's main headquarters is located in 24 West Main Street #210 Clinton, Connecticut United States. Explore Touchstone Advisors's company overview page for more information.

What is Touchstone Advisors's most common email format?

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Touchstone Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Touchstone Advisors email formats with LeadIQ.

How many employees does Touchstone Advisors have currently?

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Touchstone Advisors has approximately 35 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaSouth America.

Who are Touchstone Advisors's key employees and leadership?

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As of June 2026, Touchstone Advisors's key employees include:

  • President: T. B.
  • Managing Director & President: J. R.
  • Partner: S. P.
  • Managing Partner: D. A.
  • Owner: M. W. C.

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