Your Middle Market M&A Navigator

Merger & Acquisition Advisory

Advanced transactional guidance to public corporations, private equity, family offices and owners of privately held companies.

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. Blue River balances things and weighs them out. I really appreciate that about the team. I think they did an outstanding job of preparing us for what could happen throughout the process. And many of the things they prepared us for, actually did happen. The Blue River team was always accessible and empathetic, and understood that for our family, this business was like our baby.”

CHUCK TRUAN
President, TrynEx, Inc.

CONTACT US

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News

News From The World Of M&A

Q1 – 2022: Quarterly Update From Blue River

Q1 – 2022: Quarterly Update From Blue River

In Q1 of 2022, Blue River completed 5 deals, added 2 professionals to the team, and maintained a rich portfolio of active engagements.About Blue River Blue River Financial Group is a middle market merger and acquisition advisory firm headquartered in Bloomfield Hills,...

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Thomas Hagan and Sean Marshall Join Our Team

Thomas Hagan and Sean Marshall Join Our Team

April 7, 2022 – We are thrilled to welcome two more additions to the team in Q1 of 2022. Thomas Hagan, Managing Director and Sean Marshall, Analyst bring unmatched experience and value to Blue River’s sell-side and buy-side practices, further supporting the...

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