Blue River Named Top Firm of the Year by M&A Source for Fifth Consecutive Year

August 4, 2026 — Blue River Financial Group announced today that it has been recognized for its strong 2025 performance by the M&A Source, the premier trade association serving middle market transaction advisors. M&A Source announced the winners of the association’s 2025 awards during the 2026 Spring Conference & Deal Market in Minneapolis, MN, where advisors and private equity professionals gathered to honor top performers.

For the fifth year in a row, M&A Source awarded Blue River 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. The organization also awarded William Loftis with the esteemed Diamond Club membership, for surpassing $100 million in transaction volume in a single year.

Bryan Berent, Blue River Managing Partner & Founder, said,” We didn’t set out to win Top Firm of the Year five years running; it just happens when the people you work with hold you to a higher bar. That’s true of our team, and it’s true of the clients who trusted us. This recognition belongs to both.”

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.

“Behind every successful transaction is a team of professionals who bring expertise, determination, and an unwavering commitment to their clients,” stated Jaclyn Ring, Chair of the Board. “These award recipients exemplify the best of our profession. We are honored to celebrate their achievements.”

William Loftis, Blue River Managing Partner & Founder, said, “To be recognized by M&A Source—one of the most respected organizations in the middle-market M&A profession—is a tremendous honor. These awards reflect the trust our clients place in us and the dedication of our entire Blue River team. We strive every day to put clients first, earn trust, pursue excellence, continually deepen our expertise, and work together in the service of those we represent. We are sincerely grateful to M&A Source for this recognition.”

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.

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