Jim Loftis

Vice President at Blue River Financial Group

Jim Loftis has extensive experience in customer success and sales across various industries. Currently serving as Vice President at Blue River Financial Group since March 2021, Jim previously held the position of Customer Success Manager at Sea Pine Technologies, Inc., where responsibilities included training and implementing technology solutions for auto dealerships. Prior experience includes roles at TEXT2DRIVE, where Jim enhanced dealership operations; Tesla, providing customer education and support as an Owner Advisor; GoDaddy, excelling in sales and customer development; and Carnival Cruise Line, where Jim completed formal sales training and sold vacation packages. Jim holds a Bachelor of Science degree in Business from Palm Beach Atlantic University.

Location

Atlanta, United States

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Blue River Financial Group

Blue River Financial Group is a merger and acquisition advisory firm that delivers advanced transactional guidance to middle-market clients. Blue River assists corporations, private equity groups, and individuals with the following primary services: • Buy-Side Representation - Blue River assists highly acquisitive entities in developing and executing national and international M&A strategies. Our teams enable clients to refine investment theses through advanced industry and target research. We also prepare outreach materials and directly communicate with identified targets, delivering steady streams of proprietary deal flow to clients. • Sell-Side Representation - Blue River represents private companies through market-making processes designed to preserve confidentiality while promoting price competition among the best financial and strategic buyers. We share deep M&A knowledge with owners so they can make confident, regret-free transaction decisions. Our team uses sophisticated algorithms to identify the most suitable transaction options based on ownerships’ needs and motivations. • Valuations - Blue River specializes in transaction valuations. Our certified Valuation Analysts incorporate sophisticated methods used by professional acquirers, lenders, and business appraisers to produce realistic valuation ranges. When owners understand how real buyers and lenders analyze private business values, their selling decisions improve. Blue River operates in North America, Australia, EU, and UK from locations in Detroit, Pittsburgh, and Denver.