Touchstone Advisors Announces Merger with Business Transition Strategies (BTS)

January 2024

Hartford, CT.—Touchstone Advisors, a mergers and acquisition (M&A) advisory firm providing M&A and other transaction services to the lower middle market, is pleased to announce the merger with Business Transition Strategies (BTS). BTS, a regional M&A firm with offices in Concord, NH and Andover, MA provides advisory services to lower-middle market companies in all major sectors. Services include sell-side M&A, business valuations, business consulting and exit planning.

“We are thrilled to bring BTS into the Touchstone Advisors family,” said Steven Pappas, Partner of Touchstone Advisors. “Over the past 14 years, John Howe has built a dynamic organization whose greatest asset is the dedicated and talented people who helped to make it a success.”

Deborah Agrafojo, Partner of Touchstone Advisors comments “We look forward to leveraging the best of both organizations which will create opportunities for our customers, employees and enhance our future growth and success.”

John Howe, President of Business Transition Strategies commented, “BTS has always been about great people and great clients and joining the Touchstone Advisors Team will enhance our offerings to customers, broaden opportunities for our associates and be a strong catalyst for growth into the future. Finally, I wish to thank our valued team members – especially Ken Schaefer – for their skill, dedication and hard work.”

“By adding BTS’s stellar M&A team to augment the team already here at Touchstone, we are able to expand our M&A services to clients across a broader range of sectors and sizes.” said Jeffrey Rich, CFA and Partner at Touchstone Advisors.

About Touchstone Advisors

Founded by Michael Camerota, Touchstone Advisors seeks to provide outstanding M&A services to privately held lower-middle market businesses throughout the United States. Sectors served include manufacturing, distribution, technology, healthcare, and B2B services companies. The Company delivers this by investing in next-generation technology, building and supporting an exceptional team of people and never placing limits on quality delivered and success obtained. We partner with Four Point Capital Partners on all security related transactions. For more information, visit https://touchstoneadvisors.com/

About Business Transition Strategies

Business Transition Strategies (BTS) is committed to quality and customer excellence and has many years of experience in the lower-middle markets. BTS has become the go to partner for M&A advisory, business valuation, consulting and exit planning. It also offers traditional business brokerage services through NH Business Sales. For more information, visit www.businesstransitionstrategies.com

Contacts

Lee-Ann Valotto

Touchstone Advisors

lvalotto@touchstoneadvisors.com

What our clients are saying...

“It is a privilege to write a letter of recommendation on behalf of Business Transition Strategies. …As with any family business, negotiations need to be handled delicately and, as with any sale, both parties need to be satisfied with the end result. Quite frankly, without their help, this could not have been achieved. John Howe and Ken Schaefer skillfully analyzed the books and were able to bridge the gap between the sellers’ belief of what the company was worth and its actual worth. Their style is objective, straightforward, thorough and kind in the delivery of their assessment. After the sale was achieved to both parties’ satisfaction, John and Ken were hired to help with the adjustment of the acquisition and the financial health of the company moving forward. I can highly recommend this talented group of experienced business advisors to any company in need of clear and thoughtful company planning and adjustments.”

- Jane Longden

Decora