Investment Banking Rep
Jeff Rich has twenty years’ experience in buying and selling companies across a variety of industries and markets. Jeff primarily focuses on companies located in New England and the Mid-Atlantic region with enterprise values between $5 and $75 million who wish to maximize their sales price.
He also represents private equity and corporate buyers in acquisitions and divestitures.
Prior to joining Touchstone Advisors, Jeff worked as an independent equities trader and analyst to several buy-side firms and hedge funds. Jeff also spent several years in an underwriting and management role for XL and One Beacon, specializing in underwriting the D&O and EPL insurance for many of the largest law firms in the world.
Jeff is himself a business owner and has bought and sold his own companies profitably, including a majority stake in a publicly traded uranium company.
As a CFA Charter holder (Chartered Financial Analyst), Jeff is well versed in the intricacies of financial markets, and the challenges business owners face as they look to maximize the value of their business. Jeff enjoys working with business owners and stakeholders, and helping them to achieve their desires and dreams. He graduated Summa Cum Laude with a B.A. in Business from Saint Anselm College.