Boutique retained Touchstone Search Inc. is a boutique retained executive search firm with a specialized focus on investment, risk, capital markets and finance roles. This presents an opportunity to position services for mid-market and niche financial services clients seeking high-touch, specialized recruitment solutions.

Global reach The firm has placement experience across major U.S. cities and international markets including London and Singapore. This suggests potential to market cross-border executive search capabilities to clientes with global or regional expansion plans.

Founder pedigree Krista Jacobsen’s background as Chief Investment Officer of a major bank and a fixed income portfolio manager adds credibility in finance and investment leadership searches. This can be leveraged in outreach to CFOs, CIOs, and head of risk roles at financial services firms.

Emerging scale gap With a small team and revenue in the lower mid-market range, there is an opportunity to upsell value-added services such as market intelligence, succession planning, and payroll/benefits advisory for growing mid-sized financial firms seeking executive leadership.

Competitive positioning The market shows many large global players; positioning Touchstone as a nimble, specialized, and founder-led shop could resonate with mid-market banks, asset managers, and fintechs seeking discreet and rapid senior-level placements, especially in investment and risk leadership.