Touchstone Advisors LLC has named Jeffrey Rich, CFA and Steven Pappas, M&A MI as Partners in the firm. Prior to their promotion, Rich and Pappas were M&A Advisors at Touchstone and will continue to work directly with clients providing Merger and Acquisition and Exit Planning advisory services.

Rich is an experienced M&A professional with 6 years as an M&A Advisor. As a CFA Charter holder (Chartered Financial Analyst) with FINRA licensed broker, He is well versed in the intricacies of financial markets, and the particular challenges business owners face as they look to maximize the value of their business. He is also a business owner who has bought and sold his own companies profitably, and prior to working in M&A was a hedge fund trader.

Pappas is an experienced M&A professional with 13 years as an M&A Advisor and over 20 years in business management and sales leadership. He is President of Hartford Connecticut's Exit Planning Exchange (XPX) Chapter, a community of trusted advisers helping business owners build valuable businesses to eventually execute successful transitions. Pappas is also a member of Association for Corporate Growth (ACG), a global association of professionals involved in mergers and acquisitions.?In addition to these professional organizations, He is a member of New Haven Manufacturers Association (NHMA) an active association of business owners and advisors.

Pappas holds a designation as a Mergers and Acquisition Master Intermediary (M&AMI), the professional standard in middle market transactions, and he specializes in manufacturing, distribution, technology and B2B service companies.