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 of the association’s 2025 awards during the 2025 Spring Conference & Deal Market in Orlando, FL. Advisors and private equity groups were present to celebrate the work of top leaders in the M&A space in the previous calendar year.
M&A Source awarded Blue River with the prestigious title of Top Firm of the Year in the 10+ person category for having one of the highest total purchase price of completed deals for the previous calendar year. This is the fourth year in a row Blue River earned Top Firm of the Year. The organization also awarded William Loftis with the esteemed Diamond Club membership, for surpassing $100 million in transaction volume in a single year.
William Loftis, Co-Founder and Managing Partner, said, “This recognition is humbling, yet it confirms what we’ve always believed—that if you put clients first, honor your calling, and build a team rooted in character and excellence, the results will follow. At Blue River, we’re not just closing deals—we’re stewarding legacies. I’m grateful to serve alongside such remarkable people, and we’re diving into 2025 with purpose and expectation.”
The M&A Source is the leading professional trade association for lower middle market business intermediaries. With an emphasis on education and excellence, the M&A Source provides professional education, networking opportunities and events focused on the lower middle market community and awards the Merger & Acquisition Master Intermediary (M&AMI) designation to qualified individuals. William Loftis holds the M&AMI designation and was previously named a Fellow of the M&A Source for outstanding contributions and service.
“M&A Source is a vibrant deal making community and we are proud to recognize our members’ deal success with these awards,” stated Kathlene Thiel, Chair of the Board. “These awards represent skill, prowess and dedication, of which the recipients should be extremely proud.”
“Blue River’s continued strong growth is a testament that our innovative, technology-forward, client-first approach resonates with clients and produces results. It is also a testament to the incredible team that we have been fortunate to assemble. Having Bill Loftis, a dynamic leader in our company and the industry, set the tone for success is also an incredible asset that few other companies in our industry enjoy. 2025 looks to be another incredible year!”, said Bryan Berent, Blue River’s other Co-Founder and Managing Partner.
About Blue River
Blue River Financial Group is a middle market merger and acquisition advisory firm. We assist corporations, private equity groups and individuals in the sale and acquisition of businesses and have 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
Detroit
1668 S. Telegraph Rd., Suite 250
Bloomfield Hills, MI 48302
248 – 309 – 3730
Pittsburgh
1525 Park Manor Blvd., Suite 250
Pittsburgh, PA 15205
412 – 916 – 5016
Colorado
11483 Canterberry Lane
Parker, CO 80138
248 – 309 – 3730
