Blue River Financial Group
William Loftis is a seasoned investment banking professional with extensive experience in the middle market sector. As the Co-Founder and Managing Partner of Blue River Financial Group, Inc. since March 2001, Loftis oversees buy-side representation for private equity firms and acquisitive corporations. Prior to this role, Loftis served as Managing Director at Hunter Wise Financial Group, LLC from 2006 to March 2015, focusing on mergers and acquisitions and corporate finance. Earlier in the career, Loftis was the Vice President and Michigan Manager of LandAmerica Lawyers Title, where responsibilities included collaborating with operations managers to develop strategic plans while managing over $40 million in revenues and leading a workforce of more than 400 employees. Loftis holds an M.S. in Finance from Colorado State University and a B.A. in Business Administration from Alma College.
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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.