Co-Founder, Managing Partner
CurrentBlue 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 outsourced M&A department identifying and contacting targets; gathering relevant information; performing valuations; modeling deal structures; negotiating essential terms; assisting in closing; and more. 2) Sell-side representation - Blue River assists companies and owners through the highly confidential exit process. Exit planning is a comprehensive process designed to help owners achieve ideal transaction outcomes based on a host of factors, such as, owner motivations, transaction options, business valuations and more. Blue River makes confidential markets among the limited universe of appropriate buyers/investors to deliver intentional results. 3) Valuation and Consulting - Blue River's professionals have vast experience and resources to equip owners with reliable valuation information in order to make fully informed decisions. Blue River offers advice to enhance value and saleability as clients desire. Valuation and consulting can be for non-transaction purposes, such as, shareholder disputes, litigation, taxes and others. 4) Capital raising - Businesses need capital to grow, and Blue River knows where and how to find it. Blue River can help design and implement ideal capital structures that achieve the purposeful objectives of owners and management. All securities transactions are conducted through StillPoint Capital, LLC, a FINRA (www.finra.org) and SIPC (www.sipc.org) member broker/dealer.
