Boutique retained Touchstone Search is a small, specialized retained executive search firm focused on investment, risk, capital markets, and finance professionals, presenting an opportunity to position services that complement or augment their core offerings with niche or asset-specific recruitment solutions.

Global reach With placements across major U.S. cities and international hubs like London and Singapore, there is potential to offer cross-border talent solutions, market intelligence services, and expanded search capabilities to support global finance clients.

Leadership pedigree Founder Krista Jacobsen brings high-level experience as CIO and portfolio manager, which can be leveraged to pitch advisory services, executive coaching, and market-facing thought leadership partnerships to attract higher-tier engagements.

Revenue range Current revenue is in the $1M–$10M band, indicating capacity for upsell into larger retained search mandates, advisory projects, or expanded service bundles for investment and risk teams seeking leadership and strategic hires.

Tech stack lean Reliance on WordPress and lightweight hosting suggests openness to modernization; there is an opportunity to propose scalable talent tech, CRM enhancements, or data-driven candidate matching tools to improve fill rates and client satisfaction.