June 18, 2024 – Blue River Financial Group proudly announced today that it received recognition for its outstanding performance in 2023 from M&A Source, the leading trade association for middle market transaction advisors. The organization bestowed upon Blue River the prestigious title of Top Firm of the Year in the 10+ person category and awarded William Loftis, Blue River’s co-founder and Managing Partner, the esteemed Diamond Club membership, for surpassing $100 million in transaction volume in a single year.

This is the third year in a row Blue River earned Top Firm of the Year, which is awarded to the firm closing the highest enterprise values during the year. William Loftis accepted both awards at the 2024 Spring Conference & Deal Market in Louisville, KY. 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 is an association of investment bankers, merger and acquisition advisors, and other business intermediaries. With an emphasis on educational excellence, M&A Source provides professional education, credentialling [e.g., the Merger & Acquisition Master Intermediary (M&AMI) designation], networking opportunities, and other events focused on the middle-market community. Loftis holds the M&AMI designation and was previously named a Fellow of the M&A Source for outstanding contributions and service.

“The M&A Source Awards celebrate and highlight the outstanding achievements of our industry’s finest within our membership. Collectively, we received submissions representing over $3.3 billion in lower-middle market transactions,” stated Lamar Stanley, M&A Source Chair of the Board. “Clearly, the success of lower-middle market M&A is driven by the dedication and expertise of our members. It is my sincere pleasure to congratulate and commend all of this year’s award winners for their remarkable accomplishments.”

William Loftis said, “Mergers and acquisitions (“M&A”) represent a specialized area of knowledge that touches multiple educational disciplines such as accounting, finance, psychology, law, and many others. M&A Source offers advanced M&A courses, enabling its members to operate at the highest level of professionalism and capability.

I accept these awards with gratitude toward M&A Source and profound appreciation to the people in Blue River who strive daily to be elite in our profession. With heartfelt concern for our clients, Blue River’s people dedicate themselves to acquiring, applying, and sharing knowledge. Closing deals is challenging, and our team is steadfast from beginning to end. Everyone in our organization participates in its success, and trust in one another ungirds everything we do. Therefore, these awards rightfully belong to everyone at Blue River.”

“I couldn’t be prouder of our Blue River team and our co-founder Bill Loftis. I am also humbled by our incredible clients and their faith in Blue River in guiding them to regret-free transactions,” 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

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