Touchstone Advisors
Investment, Funds and Trusts • 
24 W. Main St., #210, United States • 21-50 Employees
Company overview
| Headquarters | 24 W. Main St., #210, Clinton, Connecticut 06413, US |
| Phone number | +18602539087 |
| Website | |
| SIC | 628 |
| Keywords | Investment Banking, Mergers & Acquisitions, Sell Your Business, Exit Advantage Program |
| Founded | 2005 |
| Employees | 21-50 |
| Socials |
Key Contacts at Touchstone Advisors
Jeffrey Rich
Managing Director & President
Michael W. Camerota
Owner
Dick Moyer
Owner
Touchstone Advisors Email Formats
Touchstone Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@touchstoneadvisors.com), used 68.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@touchstoneadvisors.com | 68.8% |
{first name}{last name} | johndoe@touchstoneadvisors.com | 25% |
{first initial} | j@touchstoneadvisors.com | 6.2% |
About Touchstone Advisors
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/
Touchstone Advisors revenue & valuation
| Annual revenue | $2,900,000 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $9,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Touchstone Advisors has 9 employees across 4 departments.
Departments
Number of employees
Funding Data
Touchstone Advisors has never raised funding before.
Touchstone Advisors Tech Stack
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