Advisory Services

Financial Advisory Firm Chicago
Given our principal investment focus, Touchpoint approaches each engagement, and embraces each client as if we were owners and partners rather than purely advisors.  Armed with a wealth of experience and expertise, coupled with an extensive network of private equity investors and lending relationships, Touchpoint can help identify and implement the appropriate solution to ensure long term success.

Financial advisory services include:

  • Buy-side and sell-side mergers and acquisitions advisory
  • Retained buy-side acquisition searches
  • Senior and subordinated debt financing
  • Active, hands-on portfolio company monitoring
  • Other corporate finance advisory assignments

Representative Engagements

Gateway Capitol Investors logo
outsourced PE / portfolio monitoring
Gateway City Capital Investors
Shamrock Capitol Partners logo
outsourced PE / buy-side M&A advisor
Shamrock Capital Partners
Waud Capital Partners logo
outsourced PE / buy-side M&A advisor
Waud Capital Partners
Caterpillar, Inc. logo
buy-side M&A advisor
Caterpillar, Inc.
The Comprehensive Group logo
sell-side M&A advisor
The Comprehensive Group
Intelligent Reasoning Systems logo
sell-side M&A advisor, senior and subordinated debt financing
Intelligent Reasoning Systems, Inc.
Amtex Steel logo
sell-side M&A advisor
Amtex Steel
Calumet Diversified Meats logo
senior debt financing
Calumet Diversified Meats Inc
Pinpoint Health logo
venture capital financing
Pinpoint Health
IMS Companies logo
advisory board
IMS Companies, LLC
Terrell Materials logo
financial advisor
Terrell Materials