Bloomfield Hills’ Blue River Financial Takes Home 3 Top Industry Awards

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Left to right: William Loftis, Bryan Berent // Courtesy of Blue River Financial Group
Left to right: William Loftis, Bryan Berent // Courtesy of Blue River Financial Group

Blue River Financial Group, a middle market merger and acquisition advisory firm in Bloomfield Hills, has received three recognitions for its performance in 2021 by M&A Source, a professional trade association.

Blue River was named the Top Firm of the Year; William Loftis, Blue River’s co-founder, was named Advisor of the Year and was also recognized as a Platinum Club Award recipient.

“Blue River enables business owners to pass their companies to acquirers who seek to take the business to new levels. We depend on educated, experienced, and dedicated people working as a team to deliver ideal outcomes for our clients,” says Loftis. “I am grateful to the M&A Source for acknowledging our accomplishments. I couldn’t be prouder of our team.”

Blue River was named the Top Firm of the Year in the 10+ person firm category for achieving the highest total enterprise value of completed deals for 2021. The Advisor of the Year is given to the individual with the highest combined enterprise value of completed deals in 2021.

Membership in the Platinum Club acknowledges combined transactions totaling more than $15 million. Loftis accepted all three awards at the M&A Source Spring Conference in Denver in May 2022.

“This award is recognition of the hard work and dedication of our entire organization to provide routine excellence on transactions to succeed on behalf of our clients,” says Bryan Berent, managing partner at Blue River.

M&A Source is an association of merger and acquisition advisors, investment bankers, and other business intermediaries. With an emphasis on education and excellence, M&A Source provides professional education, networking opportunities, and events focused on the middle market community.

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