June 16, 2022Blue River Financial Group announced today that it received recognition for its outstanding performance in 2021 by M&A Source, a leading professional trade association. Blue River was named the Top Firm of the Year. William Loftis, Blue River’s co-founder, was named Advisor of the Year. He was also recognized as Platinum Club Award recipient.

M&A Source is an association of merger and acquisition advisors, investment bankers, and other business intermediaries. With an emphasis on education and excellence, M&A Source provides professional education, networking opportunities, and events focused on the middle market community. M&A Source’s top educational designation is the Merger & Acquisition Master Intermediary (M&AMI), which Mr. Loftis holds.

Blue River was named the Top Firm of the Year in the 10+ person firm category for achieving the highest total enterprise value of completed deals for 2021. The Advisor of the Year is given to the individual with the highest combined enterprise value of completed deals in 2021. Membership in the Platinum Club acknowledges combined transactions totaling more than $15M. Mr. Loftis accepted all three awards at the M&A Source Spring Conference in Denver, CO in May 2022.

Mr. Loftis is a Fellow of the M&A Source for notable contributions like serving on its board of directors and writing and teaching advanced M&A courses. He said, “Blue River enables business owners to pass their companies to acquirers who seek to take the business to new levels. We depend on educated, experienced, and dedicated people working as a team to deliver ideal outcomes for our clients. I am grateful to the M&A Source for acknowledging our accomplishments. I couldn’t be prouder of our team.”

“This award is recognition of the hard work and dedication of our entire organization to provide routine excellence on transactions to succeed on behalf of our clients.” said Bryan Berent, Managing Partner at Blue River.

Jeff Swiggett, M&A Source Chair, stated, “This (the award winners) is an impressive group of lower middle market advisors who represent the gold standard for our industry.” 



About Blue River

Blue River Financial Group is a middle market merger and acquisition advisory firm headquartered in Bloomfield Hills, Michigan. It assists corporations, private equity groups and individuals in the sale and acquisition of businesses, and has completed assignments in multiple business segments. With over 20 years of experience spanning across 50 global industries, Blue River provides a suite of services to middle market clients including corporate development, private equity support, valuations and transaction consulting, placing a premium on relationship-centered transaction counsel and client focus.

Contact Us

1668 S. Telegraph Rd., Suite 250
Bloomfield Hills, MI 48302
248 – 309 – 3730

1525 Park Manor Blvd., Suite 250
Pittsburgh, PA 15205
412 – 916 – 5016

11483 Canterberry Lane
Parker, CO 80138
248 – 309 – 3730