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Blue River Financial Group

Blue River Financial Group

M&A Advisory Firm · Founded 2002 · Updated August 2026

Bloomfield Hills, MI Website (248) 309-373023 people

About Blue River Financial Group

At Blue River Financial Group, Bryan Berent and William Loftis founded the firm in 2002. The founders met at an M&A industry event. They formed the firm to provide middle market advisory services. Blue River Financial Group maintains headquarters in Bloomfield Hills, Michigan. It operates an additional office in Parker, Colorado. The firm delivers buy-side and sell-side services. It also provides valuation and corporate finance services. A team of 23 professionals executes transactions across numerous sectors. Bryan Berent and William Loftis continue to mentor staff members.

Who is a good fit for Blue River Financial Group

  • Owners of privately held middle market companies in Michigan and Colorado who need sell-side advisory.
  • Business owners who require valuation services.

Service areas

MichiganColorado

Brokers and advisors at Blue River Financial Group

Bryan Berent

Founder & Board Member · Blue River Financial Group

Bloomfield Hills, MI

MBACM&AA

Daniel Sundby

Managing Director · Blue River Financial Group

Bloomfield Hills, MI

Doug Nault

Vice President · Blue River Financial Group

Bloomfield Hills, MI

Evan Haigh

Managing Director · Blue River Financial Group

Bloomfield Hills, MI

CM&AA

Jason Warner

Managing Director & Software / Technology Segment Leader · Blue River Financial Group

Bloomfield Hills, MI

CISP

Jessica Trombley

Vice President · Blue River Financial Group

Bloomfield Hills, MI

Kyle Rutz

Director & Software Industry Leader · Blue River Financial Group

Bloomfield Hills, MI

MBA

Lewis VanLandingham

Director · Blue River Financial Group

Bloomfield Hills, MI

Lloyd Dennis

Associate · Blue River Financial Group

Bloomfield Hills, MI

Matthew Feldman

Managing Director & Sell-Side Practice Leader · Blue River Financial Group

Bloomfield Hills, MI

BBA

Michael Herrmann

Managing Director & Buy-Side Practice Leader · Blue River Financial Group

Bloomfield Hills, MI

CM&AA

Niall Garrahan

Director · Blue River Financial Group

Bloomfield Hills, MI

Nicole Levy

Managing Director & Healthcare / Business Services Segment Leader · Blue River Financial Group

Bloomfield Hills, MI

MA

Noemi Kinsey

Director · Blue River Financial Group

Bloomfield Hills, MI

CM&AA

Randy Babi

Director · Blue River Financial Group

Bloomfield Hills, MI

JD

Rich Phillips

COO & Sell-Side Practice Leader · Blue River Financial Group

Bloomfield Hills, MI

Lean Six Sigma Black Belt

Sara Clevenger

Chief Executive Officer · Blue River Financial Group

Bloomfield Hills, MI

CM&AA

Sarah Sparling

Director · Blue River Financial Group

Bloomfield Hills, MI

CM&AA

Sean Burns

Director · Blue River Financial Group

Bloomfield Hills, MI

Shane Brotherton

Director · Blue River Financial Group

Bloomfield Hills, MI

CM&AA

Stephanie Studt

Director · Blue River Financial Group

Bloomfield Hills, MI

CM&AA

Thomas Hagan

Managing Director & Industrial Automation Industry Leader · Blue River Financial Group

Bloomfield Hills, MI

MBA

William Loftis

Founder & Board Member · Blue River Financial Group

Bloomfield Hills, MI

CBIM&AMI

Businesses for sale from Blue River Financial Group

No active listings right now.

Recent closed deals

Businesses Blue River Financial Group has helped sell.

  • Aire-Rite Airconditioning and Refrigeration

    HVAC · Location undisclosed

    Sale price: Undisclosed

    Transaction portfolio entry states: “has acquired the assets of Aire-Rite Airconditioning and Refrigeration.”

  • Core Power & Environment

    Business services (other) · Location undisclosed

    Sale price: Undisclosed

    Transaction portfolio entry states: “has acquired the assets of Core Power & Environment.”

  • Prime Technologies

    B2B SaaS · Location undisclosed

    Sale price: Undisclosed

    Transaction portfolio entry states: “has acquired the assets of Prime Technologies.”

  • Foam Direct

    Consumer products · Location undisclosed

    Sale price: Undisclosed

    Transaction portfolio entry states: “has acquired the assets of Foam Direct.”

  • Dental Supply Company

    Medical & dental supply · Location undisclosed

    Sale price: Undisclosed

    Transaction portfolio entry states: “has acquired the assets of Dental Supply Company.”

  • Automotive Refinish Coatings Distributor

    Auto parts & aftermarket · Location undisclosed

    Sale price: Undisclosed

    Transaction portfolio entry states: “has acquired the assets of Automotive Refinish Coatings Distributor.”

  • Coatings Hub

    Chemical & packaging distribution · Location undisclosed

    Sale price: Undisclosed

    Transaction portfolio entry states: “has acquired the assets of Coatings Hub.”

  • Heating and Air Conditioning Company

    HVAC · Location undisclosed

    Sale price: Undisclosed

    Transaction portfolio entry states: “has acquired the assets of Heating and Air Conditioning Company.”

  • Meraki Salon Studios

    Beauty & personal care (other) · Location undisclosed

    Sale price: Undisclosed

    Transaction portfolio entry states: “has acquired the assets of Meraki Salon Studios.”

  • Enduraplas

    Plastics & rubber · Location undisclosed

    Sale price: Undisclosed

    Transaction portfolio entry states: “has acquired the assets of Enduraplas.”

  • Ovation Salon Suites

    Beauty & personal care (other) · Location undisclosed

    Sale price: Undisclosed

    Transaction portfolio entry states: “has acquired the assets of Ovation Salon Suites.”

  • Enerflex Insulation

    Insulation & weatherization · Location undisclosed

    Sale price: Undisclosed

    Transaction portfolio entry states: “has acquired the assets of Enerflex Insulation.”

Frequently Asked Questions

Blue River Financial Group delivers buy-side services and sell-side services. It also provides valuation services and corporate finance solutions.

Blue River Financial Group completes transactions in energy, healthcare, information technology, and software. It handles deals in automotive, food and beverage, aerospace and defense, and other manufacturing sectors.

Blue River Financial Group maintains its headquarters in Bloomfield Hills, Michigan. It operates a second office in Parker, Colorado. The firm serves clients throughout Michigan and Colorado.

Bryan Berent and William Loftis founded Blue River Financial Group in 2002. Bryan holds undergraduate and graduate degrees from the University of Michigan. William earned a Master of Science in Finance from Colorado State University.

The owners of Blue River Financial Group hold FINRA registrations for Series 7, 66, 24, 79, and 82. Securities transactions occur through Tobin and Company Securities, LLC. The firm maintains memberships in ACG and NACVA.

Blue River Financial Group employs a team of 23 professionals. The firm assembles project teams led by senior-level experts with deal and industry experience.

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