October 4, 2022 – Blue River welcomes two more team members to its buy-side division, in Q3 of 2022. Nicole Levy and Stephen Pucek have joined our M&A Advisory team, bringing strategic leadership and business development experience to Blue River’s buy-side segment led by Rich Phillips.
Nicole Levy joined Blue River as Director. She brings over a decade of experience working with privately held middle market and lower middle market companies on growing their business and maximizing values in advance of an exit strategy. Nicole has been involved in numerous M&A transactions with both strategic and financial buyers across a wide range of services-related industries. Prior to joining Blue River, Nicole was a principal of a boutique M&A Advisory firm. Nicole holds a Master of Arts degree in Communication from the University of Illinois and a Bachelor of Science degree in Communication from Ohio University.
Stephen Pucek joined Blue River as Vice President. He brings an aptitude for the software and technologies industry, leadership, business development, and a consultative approach to the business process, helping all parties along the way. Prior to joining Blue River, Stephen showed success executing high-growth sales strategies in the SaaS space, concluding with the exit of PatientNOW selling in 2020. Having the experience from the sale of PatientNOW Stephen went on to do business consulting for sales and marketing, assisting growing businesses with achieving new revenue numbers.
William Loftis, Managing Partner said, “Though inflation is soaring, interest rates are rising, and recessionary fears abound, our clients indicate their acquisition activities will not slow down. So, neither will we. Blue River requires top M&A talent to effectively represent some of the nation’s top acquirers of privately held businesses, which is why we so proud to announce the hiring of Nicole and Stephen. Each brings unique skills and insights to the M&A arena, and both will bring honor to Blue River and its clients.”
“The third quarter was an exciting one for Blue River. Not only have we on-boarded some outstanding new clients on both the sell-side and the buy-side, but we have added some new people that bring critical thinking, leadership and years of experience to Blue River and our clients. In addition, we continue to push the envelope in adopting and evaluating new technologies that will allow us to serve our clients even better,” said Bryan Berent, Managing Partner at Blue River.
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.
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248 – 309 – 3730