William Loftis
Founder & Board Member at Blue River Financial Group
About
William "Bill" Loftis is a co-founder and board member of Blue River Financial Group. He has guided buy-side and sell-side clients through the M&A process in industries including financial services, military equipment, forestry, automotive, mining, specialty chemicals, steel, surgical equipment, business services, construction, real estate, title insurance, pharmaceutical clinical trials, and food distribution. Loftis came to M&A as a transaction principal: he co-founded one of Michigan's largest title insurance agencies, sold it to LandAmerica Financial Group, a Fortune 500 underwriter, and then took part in M&A evaluations and national assimilation projects for LandAmerica. He earned a B.A. in Business Administration from Alma College and a Master of Science in Finance from Colorado State University and holds the CBI and M&AMI designations from M&A Source, the CM&AA from AM&AA, and the CVA from NACVA. A former board member of the IBBA and M&A Source, he speaks and instructs at national conferences, has authored accreditation courses for industry professionals, and was named a lifetime Fellow of M&A Source, the association's highest honor.
Who is a good fit for William Loftis
- Owners who want an advisor who has sold his own company to a Fortune 500 acquirer.
- Sellers in manufacturing, automotive, business services, or construction.
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