where it all started
Bryan Berent and William (Bill) Loftis, Blue River’s founders, were called to the merger and acquisition (M&A) industry. A calling occurs when a person develops an unrelenting and unmistakable internal awareness that they are uniquely suited to enter a specific career. A call infuses clarity and driving motivation enabling the callee to prepare for and ultimately pursue professional excellence in that field.
Bryan and Bill came from different starting points. With undergraduate and graduate degrees from the University of Michigan, Bryan built a successful career with large organizations (Price Waterhouse Coopers and IBM), where he routinely participated in M&A projects with clients. Bill graduated from Alma College in Michigan and earned his Master of Science in Finance from Colorado State University. He spent his early career in a large family business that ultimately sold to a public company and later acquired multiple companies as a principal.
In 2002, Bryan and Bill’s paths crossed at an M&A industry event. They quickly recognized they held remarkably similar visions for building a significant merger and acquisition firm. They shared a strong commitment to education, uncompromising ethical standards, and driving passion for helping owners make informed and wise decisions when selling their businesses. And thus, they came together to form Blue River Financial Group.
Nearly 20 years later, Blue River has become a nationally recognized investment banking firm representing principals on both sides of the transaction. Our buy-side practice is among the best in the nation, and our sell-side division delivers routine excellence to business owners. Bryan and Bill remain active in the firm, and their friendship has only grown through the years. Their greatest source of pride is watching other talented people embrace their client-centric values and excel in their careers.
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.
DIRECTOR OF RESEARCH
Dana Bolgar Popov
Director, Marketing and Business Development
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.”
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.”