sell-side
We lead business owners through the complex selling process with empowering knowledge to help them achieve regret-free outcomes.
buy-side
Our systematic process delivers a rich pipeline of proprietary opportunities for highly acquisitive corporations, private equity and family offices.
valuations
We deliver valuations for transaction purposes using realistic capital structures, offering a true understanding of achievable value.
About Us
Why We’re different
WHO WE ARE
Blue River Financial Group represents and advises some of the world’s most sophisticated professional private company investors. The knowledge we impart is extraordinarily relevant to owners of privately held middle market companies. Blue River’s mission is to equip first-time or serial-sellers with empowering knowledge that leads to optimal transactional outcomes. As an owner, the transfer of all or part of your business ownership will rank among the most important decisions of your lifetime. Blue River can be your trusted guide through the turbulent M&A advisory waters.
Years In Business
Global Industries
Transactions
Years of Transaction Experience
OUR TEAM
Blue River assembles a team for every buy-side and sell-side project, led by proven, senior-level professionals. The team possesses a wide array of deal/industry experience and a solid track record of creating value for clients. M&A advisory services are delivered with integrity, foresight, and care. Blue River’s team actively leads all transactions through completion.
our clients
Blue River assists clients in buy/sell transactions in the private capital marketplace. Our clients come from many industries and sectors, including Communications, Healthcare, Information Technology, Software, Automotive, Steel, Food & Beverage, Chemical, Education, Building Products, Natural Resources, Aerospace & Defense, Engineering Services and many others.
Knowledge
WISDOM Is What Matters
With knowledge and experience comes wisdom. Wisdom matters. Blue River provides you with insights specifically related to your transaction. With as much time, money, effort, and care you’ve put into your business, you can’t afford to make even one misstep in your M&A transaction.
Whether selling or buying, let the Blue River M&A Advisory team provide you with the wisdom we’ve attained to ensure your transaction is regret-free!
BRYAN BERENT & WILLIAM LOFTIS
Managing Partners
Bryan Berent
William Loftis
Memberships
OUR Memberships
References
Our Clients SaY IT BEST
“Blue River has been a valuable strategic partner to Incline and our portfolio for several years. They identify and uncover unique opportunities and form genuine connections with business owners. This expertise has translated to acquisitions that have been mutually beneficial and significant drivers of meaningful growth. We value their relationship and ability to support our acquisition efforts.”
APRIL SIMILE
Partner, Incline Equity
“We have successfully worked with Blue River over the years. The best way to determine if the relationship is working, from Huron’s perspective, is to have closed deals as the result. Blue River has delivered that multiple times for us.”
GRETCHEN PERKINS
Partner, Huron Capital
“When selling a business, there are many issues that can suddenly arise. Bill balances things, he weighs them out. I really appreciate that about him. I think he did an outstanding job of preparing us for what he felt could happen throughout the process. And many of the things he prepared us for actually did happen. Bill was always accessible and empathetic, he understood that for our family, this business was like our baby.”
CHUCK TRUAN
President, TrynEx, Inc.
Portfolio
FEATURED TRANSACTIONs
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News
News From The World Of M&A
Blue River Advises The Riverside Company On Investment In Sir Grout
November 16, 2021 – Blue River Financial Group has advised global investment firm The Riverside Company, on the recent investment in Sir Grout, provider of top-notch tile, grout, stone and wood restoration services designed to enhance & protect hard surfaces. The...
Blue River Advises Optimation Technology On Sale To Re:Build Manufacturing
November 10, 2021 - Blue River Financial Group has advised Optimation Technology, Rochester, NY based provider of design and build services, a portfolio company of Austin, TX based Owner Resource Group, on its recent sale to Re:Build Manufacturing. The acquisition...
Blue River Advises BBG on Acquisition of Five Offices of Integra Realty Resources
October 14, 2021 – Blue River Financial Group has advised BBG, a leading independent third-party commercial real estate due diligence firm and portfolio company of Incline Equity Partners, on the recent acquisition of five Integra Realty Resources (IRR) appraisal...