About Us 

About Blue River

Blue River works closely with public and private companies as well as financial sponsors to analyze strategic alternatives, recommend transaction strategies, and execute middle market buy-side and sell-side transactions.

Our Story

YOUR MIDDLE MARKET M&A GUIDE

From its  headwaters to its final destination, a river’s clear and clean flow supports entire ecosystems. From giving life to the fish under its currents to irrigating  farmer’s fields. Like rivers, mergers and acquisitions move from a beginning to a final destination with growing momentum.

The best transactions are those that preserve business ecosystems. This enables owners to capture rightful value while protecting employees, customers, suppliers, and even whole towns.

 

We are Blue River, and our goal is to help your transaction flow clear, true, and “blue.”

We are your middle market guide through the M&A process empowering you to make regret-free transactional decisions.

Skills

Our competitive advantage is attention to detail

Just as every business is unique, so is every transaction. Blue River delivers powerful analysis and direction to clients. This insight provides you with detailed, relevant and actionable information to facilitate informed decision-making.

Blue River professionals identify issues and develop comprehensive solutions based on a thorough understanding of the facts and circumstances of each situation.

Blue River looks beyond the numbers

A business is more than just numbers. Blue River’s process uncovers the hidden value drivers (both financial and non-financial) that can make a vast difference in the return delivered to our clients.

Whether acquiring, exiting or recapitalizing, we deliver value at every stage of the transaction.

At Blue River, competency happens on purpose, not by chance

Blue River has developed keen insight into the companies and PE firms that are acquisitively active and which companies may be looking for an exit currently or sometime over the next five years.

Our research driven approach ensures our efforts are focused, on target and effective. Extensive industry research, used to supplement Blue River’s existing industry knowledge, along with deep client analysis marks the beginning of every client assignment.

A Waterfall of Expertise

M&A is a specialized area of business – waters we are very familiar with.  There are a universe of transaction options available to owners in the private capital marketplace. This includes generational transfers, management buyouts, shareholder buyouts, majority or minority recapitalizations, mergers of equals, sale to strategic buyers, sales to public corporations, and many more. Blue River matches the needs and desires of middle market business owners with the most suitable transaction types in the private capital marketplace to deliver optimal results. 

If an owner desires to sell to an underfunded management team, Blue River can find a capital partner to support the transaction.  If an owner  hopes to maximize value, Blue River knows how to identify, quantify, and justify synergies for specific strategy acquirers to support a premium above fair market value.  Once the needs and desires of owners are known, the hard work of identifying and delivering the right solution becomes our focus.

We’ve successfully completed transactions in most sectors including Energy, Communications, Healthcare, Information Technology, Software, Automotive, Steel, Food & Beverage, Chemical, Education, Building Products, Natural Resources, Aerospace & Defense, Engineering Services and many other manufacturing, distribution and business sectors.

Blue River’s owners hold the following FINRA registrations: Series 7, 66, 24, 79, and 82 and conduct all securities transactions through their FINRA and SIPC registered broker/dealer, Tobin and Company Securities, LLC.

 

Team

Our Team Members

Clients choose to work with Blue River because of our authentic collaborative nature. We deliver advisory services with integrity, foresight, and care.

Our team of proven, senior-level professionals possess a wide array of deal/industry experience and a solid track record of creating value for clients. Blue River’s team actively leads all transactions through completion. Our team is committed to providing middle market companies with best-in-class merger and acquisition advisory services.

BRYAN BERENT

BRYAN BERENT

MANAGING PARTNER

WILLIAM LOFTIS

WILLIAM LOFTIS

MANAGING PARTNER

SARA CLEVENGER

SARA CLEVENGER

PRINCIPAL

GEORGE PETRULIS

GEORGE PETRULIS

Managing Director

SARAH SPARLING

SARAH SPARLING

DIRECTOR

DANIEL SUNDBY

DANIEL SUNDBY

DIRECTOR

JACK COGLEY

JACK COGLEY

DIRECTOR

CHRISTOPHER CARON

CHRISTOPHER CARON

DIRECTOR

BRUCE MEYER

BRUCE MEYER

DIRECTOR

VICTOR DANETT

VICTOR DANETT

DIRECTOR

KYLE RUTZ

KYLE RUTZ

MANAGER

Evan haiGH

Evan haiGH

ASSOCIATE

DIANE LOFTIS

DIANE LOFTIS

CONTROLLER

JOSH BARAN

JOSH BARAN

ANALYST

TINA WABER

TINA WABER

Administrative Assistant

DARLENE SMITH

DARLENE SMITH

ASSOCIATE

Stats

Our Company In Numbers

Years In Business

Global Industries

Transactions

Years of Transaction Experience

References

What Our Clients Say About Us

“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, Business Development
Huron Capital Partners

“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.