William “Bill” Loftis is a co-founder of Blue River, a Midwest middle market investment banking and M&A advisory firm. Blue River focuses on private company transactions, valuations and raising capital for growing middle market businesses. Its expansive capacities and resources have made Blue River a national deal sourcing leader to private equity firms, family funds and other institutional investors. Blue River delivers outsourced M&A support to acquisitive corporations through a full suite of services including financial modeling, deal structuring, negotiating, post-closing advisory support and more. Mr. Loftis has assisted buy and sell-side clients through the M&A process in multiple industries, such as, financial services, military equipment, forestry, automotive, mining, specialty chemicals, steel, surgical equipment, business services, construction, real estate, title insurance, pharmaceutical clinical trials, food distribution and others.
Mr. Loftis developed a passion for M&A as a transaction principal. He co-founded one of Michigan’s largest title insurance agencies, which was subsequently sold to LandAmerica Financial Group, a Fortune 500 insurance underwriter. He participated in M&A evaluations and national assimilation projects at the highest levels for LandAmerica (now part of Fidelity National).
Mr. Loftis earned a B.A. in Business Administration from Alma College and a Master of Science in Finance from Colorado State University. Professional accreditation’s include the Certified Business Intermediary (CBI) and Merger & Acquisition Master Intermediary (M&AMI) designations from M&A Source. Through the Alliance of Mergers and Acquisition Advisors (AM&AA), Mr. Loftis holds the Certified Merger and Acquisition Advisor (CM&AA) credential. He is a Certified Valuation Analyst (CVA) through the National Association of Certified Valuation Analysts. He is an active member of the Alliance of Mergers and Acquisition Advisors, M&A Source, Association of Corporate Growth (ACG), National Association of Certified Valuation Analysts (NACVA) and other professional organizations.
Mr. Loftis is a former board member of the International Business Brokers Association and M&A Source, the nation’s largest association of middle market deal making intermediaries. He is a regular speaker/instructor at national conferences addressing M&A and valuation topics. He has authored and co-authored multiple advanced educational courses used in the accreditation process for industry professionals. For his contributions, he has been recognized as a lifetime Fellow of M&A Source, the highest honor awarded by the association.
Mr. Loftis holds the following registrations with Stillpoint Capital LLC: Investment Adviser (Series 66); Investment Banking Representative (Series 79); General Securities Representative (Series 7) General Securities Principal (Series 24) and Private Securities Offerings Representative (series 82).