In this episode, we sit down with Jeffrey Rich, one of the three partners at Touchstone, to delve into his journey from a proprietary trader on Wall Street to becoming a key figure in mergers and acquisitions. Jeffrey shares his experiences in the high-stakes world of finance and his transition into the M&A industry, highlighting the emotional and intellectual challenges he faced along the way. He discusses the philosophy behind Touchstone's team approach, the complexities of closing deals, and the factors that influence successful business exits. Jeffrey also reflects on his passion for working with business owners, the importance of thorough pre-market evaluations, and his personal aspirations beyond the financial sector. Tune in to gain valuable insights from a seasoned M&A advisor who is dedicated to helping clients achieve their business goals.

touchstoneadvisors.com

linkedin.com/company/touchstone-advisors-m-a

directlinemediaproductions.com/professional-podcast-production

In this episode, Carlos Salmon shares an inspiring journey from teaching tennis in the Hamptons to breaking into the world of finance. Through chance encounters, determination, and seizing opportunities, he reflects on lessons learned, career growth, and the unexpected turns that shaped his path. A story about ambition, resilience, and following doors that open when you least expect it.

touchstoneadvisors.com

linkedin.com/company/touchstone-advisors-m-a

directlinemediaproductions.com/professional-podcast-production

In this episode, the conversation dives into the world of mergers and acquisitions through the lens of patience, process, and precision. The guest shares lessons on why shortcuts backfire, how attention to detail can make or break success, and what it really takes to achieve the best outcome in business transitions. It’s a candid discussion about discipline, resilience, and the mindset required to navigate big changes.

touchstoneadvisors.com

linkedin.com/company/touchstone-advisors-m-a

directlinemediaproductions.com/professional-podcast-production