Insights

Market Positioning Touchstone Advisors specializes in facilitating M&A transactions for privately held and family-owned businesses with revenues between 5 and 50 million dollars, primarily in manufacturing, distribution, technology, and B2B services, offering tailored exit strategies that maximize value for owners.

Recent Growth Moves The company has recently expanded its operations through acquisitions such as All State Landscape Services and Altek Electronics, indicating an active growth and acquisition strategy that presents cross-selling opportunities for financial advisory and valuation services.

Innovation Focus With a sophisticated Exit Advantage program that emphasizes industry benchmarking, operational optimization, and tax efficiency, Touchstone Advisors demonstrates a strong value proposition for mid-market business owners seeking comprehensive exit planning and strategic positioning.

Financial Outlook Generating revenues between 10 and 25 million dollars positions Touchstone Advisors as a valuable partner for mid-sized business owners considering strategic sale or M&A activities, highlighting potential opportunities for premium advisory and succession planning services.

Client Engagement The company's commitment to personalized service and deep industry expertise makes it an appealing choice for business owners contemplating succession or exit strategies, opening avenues for bespoke financial and strategic advisory collaborations.

Touchstone Advisors Tech Stack

Touchstone Advisors uses 8 technology products and services including Shopify, Google Fonts API, JSON-LD, and more. Explore Touchstone Advisors's tech stack below.

  • Shopify
    E-commerce
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Swiper
    Javascript Libraries
  • PHP
    Programming Languages
  • X-XSS-Protection
    Security
  • Elementor Header & Footer Builder
    Web Platform Extensions
  • Nginx
    Web Servers

Touchstone Advisors's Email Address Formats

Touchstone Advisors uses at least 1 format(s):
Touchstone Advisors Email FormatsExamplePercentage
FLast@touchstoneadvisors.comJDoe@touchstoneadvisors.com
32%
First.Last@touchstoneadvisors.comJohn.Doe@touchstoneadvisors.com
18%
FLast@touchstoneadvisors.comJDoe@touchstoneadvisors.com
32%
First.Last@touchstoneadvisors.comJohn.Doe@touchstoneadvisors.com
18%

Frequently Asked Questions

Where is Touchstone Advisors's headquarters located?

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Touchstone Advisors's main headquarters is located at 24 West Main Street #210 Clinton, Connecticut United States. The company has employees across 3 continents, including North AmericaAsiaSouth America.

What is Touchstone Advisors's official website and social media links?

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Touchstone Advisors's official website is touchstoneadvisors.com and has social profiles on LinkedIn.

What is Touchstone Advisors's SIC code NAICS code?

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Touchstone Advisors's SIC code is 8742 - Management Consulting Services NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Touchstone Advisors have currently?

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As of April 2026, Touchstone Advisors has approximately 32 employees across 3 continents, including North AmericaAsiaSouth America. Key team members include Managing Director & President: J. R.Partner: S. P.Managing Partner: D. A.. Explore Touchstone Advisors's employee directory with LeadIQ.

What industry does Touchstone Advisors belong to?

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Touchstone Advisors operates in the Investment Banking industry.

What technology does Touchstone Advisors use?

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Touchstone Advisors's tech stack includes ShopifyGoogle Fonts APIJSON-LDSwiperPHPX-XSS-ProtectionElementor Header & Footer BuilderNginx.

What is Touchstone Advisors's email format?

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Touchstone Advisors's email format typically follows the pattern of FLast@touchstoneadvisors.com. Find more Touchstone Advisors email formats with LeadIQ.

When was Touchstone Advisors founded?

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Touchstone Advisors was founded in 2005.

Touchstone Advisors

Investment BankingConnecticut, United States11-50 Employees

You’ve spent a lifetime creating a thriving business through careful attention, hard work, and dedication; a business that has fulfilled your dreams, supported your family, and contributed to the livelihood of the employees. When you are finally ready to move on to the next phase of your life, you want to sell that business with that same sense of pride, in a manner that maximizes value to both you and the buyer. You need a partner that understands and feels the same way about their business. You need Touchstone Advisors.

Touchstone Advisors have been representing business owners for over 20 years, helping them prepare and position their company for sale. Focusing primarily on privately held and family businesses with revenues between $5 - $50 million in manufacturing, distribution, technology, and business-to-business services, 

Touchstone Advisors applies the same investment banking merger and acquisition model used on Wall Street. Combined with our proprietary Exit Advantage program, we help owners maximize the value they give and receive for their business, find the best buyer, and enjoy the smoothest exit and post-ownership experience possible.

The Exit Advantage℠ program dives deep into owner and business readiness, industry and competitive benchmarking, operational optimization, detailed financial analysis, optimizing for taxes, and assessing operational risk from the buyer’s perspective. More than just brokers, Touchstone Advisors work with the business owner to develop a thorough and comprehensive exit strategy that brings synergistic and strategic buying prospects to the table. 

► If you are a business owner contemplating the sale of your company, either now or in a few years, you owe it to yourself and everyone involved to explore how working with Touchstone Advisors can make an enormous difference when that time comes. 

Contact us today -
860-669-2246
info@touchstoneadvisors.com 
http://touchstoneadvisors.com/

Section iconCompany Overview

Headquarters
24 West Main Street #210 Clinton, Connecticut United States
SIC Code
8742 - Management Consulting Services
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Touchstone Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Touchstone Advisors's revenue is estimated to be in the range of $10M$25M

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