Touchstone Advisors

  • Investment Bank/Securities Brokerage
  • Hartford CT
  • 25 employees
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Company Overview

Headquarters
864 Wethersfield Ave, Hartford CT
Website
touchstoneadvisors.com
Phone
(860) 253-9087
Employees
25
Founded in
2005
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 5239 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$2B

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Who is Touchstone Advisors

Touchstone Advisors is a business consulting firm based in Hartford, Connecticut. The company specializes in helping privately held and family-owned businesses prepare for and execute successful sales. With 25 employees, Touchstone Advisors has generated $2 million in annual revenue. Touchstone Advisors primarily works with businesses in the manufacturing, distribution, technology, and business-to-business services sectors that have revenues between $5 million and $50 million. They assist business owners throughout the entire sale process, from initial planning and preparation to finding the right buyer and ensuring a smooth transition. The company's proprietary Exit Advantage program is a key differentiator. This comprehensive program involves deep dives into owner and business readiness, industry benchmarking, operational optimization, detailed financial analysis, tax optimization, and operational risk assessment from the buyer's perspective. Touchstone Advisors leverages this approach to maximize the value realized by both the seller and the buyer. For business owners considering the sale of their company, Touchstone Advisors encourages reaching out to discuss their unique needs and explore how they can achieve a successful exit. The company can be contacted at 860-669-2246 or [email protected]. More information is available at http://touchstoneadvisors.com/.

Company Leadership

Dick Moyer

Owner

Phone Email
Richard Moyer

President

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Steven Pappas

Partner

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Deborah Agrafojo

Managing Partner

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Touchstone Advisors Industry Tags

Investment Bank/Securities Brokerage
Security Brokers and Dealers
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Touchstone Advisors Tech Stack

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FAQ

What is the location of Touchstone Advisors's headquarters?
The headquarters of Touchstone Advisors are situated at 864 Wethersfield Ave, Hartford CT
What is Touchstone Advisors's phone number?
Touchstone Advisors's contact number is (860) 253-9087.
What is Touchstone Advisors's official website?
The official website of Touchstone Advisors can be found at touchstoneadvisors.com.
What is Touchstone Advisors's current revenue?
As of September 2022, Touchstone Advisors's annual revenue reached $2B.
How many employees does Touchstone Advisors currently have?
Touchstone Advisors employs approximately 25+ people as of September 2022
Who is the Owner of Touchstone Advisors?
Touchstone Advisors's Owner is Dick Moyer
What are Touchstone Advisors's industry tags?
Touchstone Advisors's industry tags include: Investment Bank/Securities Brokerage, Security Brokers and Dealers
When was Touchstone Advisors founded?
Touchstone Advisors was founded in 2005.

Employee Directory

Key Employees

Michael Camerota

Owner

Phone Email

Jeffrey Rich

Managing Director & President

Phone Email

Julianne Williams

Due Diligence Coordinator

Phone Email

Roy Johnson

M&A Advisor and Exit Strategy Consultant

Phone Email