William Loftis
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William Loftis Email & Phone Number

Middle market M&A advisor and investment banker at Blue River Financial Group, Inc.
Location: Bloomfield Hills, Michigan, United States 3 work roles 2 schools
1 work email found @goblueriver.com 2 phones found area 810 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email w****@goblueriver.com
Direct phone (810) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Middle market M&A advisor and investment banker
Location
Bloomfield Hills, Michigan, United States

Who is William Loftis? Overview

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Quick answer

William Loftis is listed as Middle market M&A advisor and investment banker at Blue River Financial Group, Inc., based in Bloomfield Hills, Michigan, United States. AeroLeads shows a work email signal at goblueriver.com, phone signal with area code 810, and a matched LinkedIn profile for William Loftis.

William Loftis previously worked as Co-Founder, Managing Partner at Blue River Financial Group, Inc. and Managing Director at Hunter Wise Financial Group, Llc & Hunter Wise Securities, Llc. William Loftis holds M.S., Finance from Colorado State University.

Company email context

Email format at Blue River Financial Group, Inc.

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{first_initial}{last}@goblueriver.com
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AeroLeads found 1 current-domain work email signal for William Loftis. Compare company email patterns before reaching out.

Profile bio

About William Loftis

Merger, acquisition and valuation adviser to acquisitive private equity firms, family offices, corporations and owners selling all or a part of privately held middle market businesses.

Listed skills include Mergers And Acquisitions, Valuation, Corporate Development, Corporate Finance, and 46 others.

Current workplace

William Loftis's current company

Company context helps verify the profile and gives searchers a useful next step.

Blue River Financial Group, Inc.
Blue River Financial Group, Inc.
Middle market M&A advisor and investment banker
AeroLeads page
3 roles · 31 years

William Loftis work experience

A career timeline built from the work history available for this profile.

Co-Founder, Managing Partner

Current

Bloomfield Hills, MI, US

Blue River Financial Group is a middle market investment banking firm with four primary service specialties. 1) Buy-side representation - On behalf of private equity firms and acquisitive corporations, Blue River supplements the business development activities of clients by delivering quality proprietary deal flow. For some clients, Blue River serves as an.

Mar 2001 - Present

Managing Director

Hunter Wise Financial Group, Llc & Hunter Wise Securities, Llc

Middle market investment banking firm focused on M&A and corporate finance, i.e., raising capital for established businesses. Hunter Wise Securities is a FINRA (www.finra.org) and SIPC (www.SIPC.org) member broker/dealer. Loftis holds the Series 7, 24, 66 and 79 registrations.

2006 - Mar 2015

Vice President & Michigan Manager Of Lawyers Title Insurance Corporation

US

Collaborated with over 20 operations managers throughout Michigan to create and execute strategic plans. Maintained full P&L responsibility for operations with over $40 million in revenues and more than 400 employees. Participated in significant assimilation plans as Lawyers acquired Commonwealth Land Title Company and Transnation Title Company under the.

1995 - 1999 ~4 yrs
2 education records

William Loftis education

M.S., Finance

Colorado State University

B.A., Business Administration

Alma College
FAQ

Frequently asked questions about William Loftis

Quick answers generated from the profile data available on this page.

What company does William Loftis work for?

William Loftis works for Blue River Financial Group, Inc..

What is William Loftis's role at Blue River Financial Group, Inc.?

William Loftis is listed as Middle market M&A advisor and investment banker at Blue River Financial Group, Inc..

What is William Loftis's email address?

AeroLeads has found 1 work email signal at @goblueriver.com for William Loftis at Blue River Financial Group, Inc..

What is William Loftis's phone number?

AeroLeads has found 2 phone signal(s) with area code 810 for William Loftis at Blue River Financial Group, Inc..

Where is William Loftis based?

William Loftis is based in Bloomfield Hills, Michigan, United States while working with Blue River Financial Group, Inc..

What companies has William Loftis worked for?

William Loftis has worked for Blue River Financial Group, Inc., Hunter Wise Financial Group, Llc & Hunter Wise Securities, Llc, and Landamerica Lawyers Title.

How can I contact William Loftis?

You can use AeroLeads to view verified contact signals for William Loftis at Blue River Financial Group, Inc., including work email, phone, and LinkedIn data when available.

What schools did William Loftis attend?

William Loftis holds M.S., Finance from Colorado State University.

What skills is William Loftis known for?

William Loftis is listed with skills including Mergers And Acquisitions, Valuation, Corporate Development, Corporate Finance, Business Valuation, Due Diligence, Investment Banking, and Financial Modeling.

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