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...

“Regarding our working relationship with Business Transition Strategies. After 32 years of continuous growth we hit 2009 & 2010 and like many companies we went flat and in 2010 had our first loss. At this point we knew we had to make changes if we where to succeed in this new economic environment. Business Transition Strategies (BTS), particularly John Howe and Ken Schaefer, were brought on as consultants. The BTS team came in, evaluated everything in a professional and thankfully non-threatening manner. They interacted with all employees and our professional partners. Once this was done they presented their findings to the executive group and gave very specific suggestions for improvements. This done and a plan in place, John & Ken continued to help us move forward and implement changes and make adjustments where needed. I am happy to say we are back to being a growing and profitable business and I believe BTS played a big part in making this happen. I would recommend to anyone that they include BTS as part of their business plans for the future.”

- Christina

Advisory Client