William Loftis

William Loftis Email and Phone Number

Middle market M&A advisor and investment banker @ Blue River Financial Group, Inc.
William Loftis's Location
Bloomfield Hills, Michigan, United States, United States
William Loftis's Contact Details
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.

William Loftis's Current Company Details
Blue River Financial Group, Inc.

Blue River Financial Group, Inc.

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Middle market M&A advisor and investment banker
William Loftis Work Experience Details
  • Blue River Financial Group, Inc.
    Co-Founder, Managing Partner
    Blue River Financial Group, Inc. Mar 2001 - Present
    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 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.
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  • Hunter Wise Financial Group, Llc & Hunter Wise Securities, Llc
    Managing Director
    Hunter Wise Financial Group, Llc & Hunter Wise Securities, Llc 2006 - Mar 2015
    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.
  • Landamerica Lawyers Title
    Vice President & Michigan Manager Of Lawyers Title Insurance Corporation
    Landamerica Lawyers Title 1995 - 1999
    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 new brand LandAmerica Financial Corporation, a Fortune 200 company.
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William Loftis Skills

Mergers And Acquisitions Valuation Corporate Development Corporate Finance Business Valuation Due Diligence Investment Banking Financial Modeling Strategy Private Equity Finance Venture Capital Entrepreneurship Mergers Business Strategy Divestitures Start Ups Business Development Exit Strategies M&a Experience Business Planning Deal Sourcing Strategic Planning Capital Markets Private Placements Acquisitions Business Brokerage Mezzanine Investments Negotiation Recapitalizations Buyouts Growth Capital Capital Raising Middle Market Financial Analysis New Business Development Contract Negotiation Lbo Executive Management Restructuring Deal Structuring Management Consulting Ipo Investor Relations Joint Ventures Strategy Development Entrepreneur Capital Structuring

William Loftis Education Details

  • Colorado State University
    Colorado State University
    Finance
  • Alma College
    Alma College
    Business Administration

Frequently Asked Questions about William Loftis

What company does William Loftis work for?

William Loftis works for Blue River Financial Group, Inc.

What is William Loftis's role at the current company?

William Loftis's current role is Middle market M&A advisor and investment banker.

What is William Loftis's email address?

William Loftis's email address is wl****@****rfg.com

What is William Loftis's direct phone number?

William Loftis's direct phone number is +181069*****

What schools did William Loftis attend?

William Loftis attended Colorado State University, Alma College.

What skills is William Loftis known for?

William Loftis has skills like Mergers And Acquisitions, Valuation, Corporate Development, Corporate Finance, Business Valuation, Due Diligence, Investment Banking, Financial Modeling, Strategy, Private Equity, Finance, Venture Capital.

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