A single firm, working from two doors — one built to move a business forward, one built to move its capital.
Touchstone is the parent name behind two specialist practices: management consulting & technology transformation, and corporate finance & capital advisory. Different disciplines, the same standard of judgment brought to every engagement.
We work inside financial services, healthcare, energy, aerospace & defense, and manufacturing organizations to modernize how they run — strategy, systems, and execution treated as one problem, not three.
Outsourced CFO leadership, capital structuring, and transaction advisory for owners who need a finance partner that has actually run a P&L — not just modeled one.
Why one name covers both
That's the idea behind putting a consulting and technology practice and a corporate finance practice under the same mark. A company's operations and its capital structure are rarely separate problems — the way a business is run shapes what it's worth, and what it's worth shapes how it should be run. Touchstone exists so that judgment carries across both sides of that line, instead of resetting at the door.
Every engagement, on either side, is held to the same bar: sound reasoning, real accountability, and recommendations an owner could act on personally.
Operating improvements that increase enterprise value feed directly into the finance side's capital and exit planning work — and vice versa.
Each engagement is scoped and staffed by the practice that owns it. Nothing here substitutes for regulated financial, legal, or tax advice.
Enterprise engagements have included