buy-side
Our systematic process delivers a rich pipeline of proprietary opportunities for highly acquisitive corporations, private equity and family offices.
sell-side
We lead business owners through the complex selling process with empowering knowledge to help them achieve regret-free outcomes.
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
Professionals
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
“Blue River was the perfect choice to help us sell our company, which we had invested the last two decades of our life into building. We considered more than one investment banking firm to work with, and we chose Blue River because they truly understood our business and shared our values, making the process smooth and successful. Their professionalism, honesty, and clear communication were exceptional. They kept us updated every step of the way, providing guidance and support.“
BEN WHITE
Owner & Managing Director, Unisan
“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.
Portfolio
FEATURED TRANSACTIONs
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News
News From The World Of M&A
Blue River Advises Rensa Filtration on Acquisition of Air Filtration Co
June 19, 2025 - Blue River Financial Group has advised Rensa Filtration, leading manufacturer of advanced commercial air filtration systems and portfolio company of Audax Private Equity, on the acquisition of Air Filtration Co. The acquisition represents a...
Blue River Is Recognized with Two Awards by M&A Source
June 17, 2025 – Blue River Financial Group proudly announced today that it received recognition for its outstanding performance in 2024 from the M&A Source, the leading trade association for middle market transaction advisors. M&A Source announced the winners...
DBusiness Magazine: Why Christopher Caron Is The ACG Investment Banker Of The Year
The May/June 2025 issue of DBusiness magazine features the success story of Christopher Caron, Managing Director, who was recently recognized by ACG Detroit as Investment Banker of the Year. / DBusiness Magazine / Building and enhancing business relationships are...
