Business Development & M&A Leader

I build relationships that turn into revenue.

12+ years in business development and deal-making — from closing $1M months at Tesla to advising on M&A transactions worth $300M+. I show up with a whatever-it-takes mentality, and I believe great outcomes are built on trust, not just numbers.

Portrait of Jim Loftis

About Me

Trust first. Always.

I've spent my career learning the same lesson from a lot of different rooms: people do business with people they trust.

That's taken me from selling vacation packages on Carnival's fleet, to building a dealership pipeline from scratch at Text2Drive, to guiding founders through the biggest financial decision of their lives at Blue River Financial Group — where I've helped advise on transactions ranging from $7M to over $300M in enterprise value. Along the way I picked up a Certified Mergers & Acquisitions Advisor (CM&AA) designation, but the through-line has never really been about titles. It's about understanding what someone actually needs, earning the right to help them, and following through.

Faith is a big part of who I am. I spent a year as a missionary in Mexico, helping build a church and an orphanage from the ground up, and I still make time to volunteer in my local community today. That experience shaped how I show up everywhere else in my life — with patience, with follow-through, and with the belief that you build something lasting one relationship at a time.

I'm also a father of three and an avid outdoorsman with Michigan roots — Encinitas, CA is home now, but I'll always be a Midwesterner at heart. My brother was employee number one at Handshake, and watching that company grow from three people into an industry leader left a mark on how I think about building something real from the ground up. I bring that same mentality to every deal, every client, and every team I work with.

Where I've Been

Experience

  1. 2021 – Present

    Vice President, Business Development & M&A

    Blue River Financial Group

    Advised founder-owned businesses through M&A transactions from $7M to $300M+ in enterprise value.

  2. 2019 – 2021

    Client Success Consultant

    Zurich Insurance

    Built a 5-step onboarding framework adopted across dealerships nationwide; helped one client surpass $1M in gross sales in six months.

  3. 2017 – 2019

    Southeast Customer Success Manager

    Text2Drive

    Doubled the dealership pipeline from 70 to 140+ accounts in under a year.

  4. 2016 – 2017

    Owner Advisor

    Tesla

    Managed the full sales cycle for Tesla's EV lineup, consistently exceeding $1M in personal monthly sales.

  5. 2014 – 2016

    Customer Development Team

    GoDaddy

    Ranked Top 20% nationwide for front-line B2B sales performance company-wide.

  6. 2013 – 2014

    New Business Development

    Shred-It, Inc.

    Built a recurring business pipeline from scratch across a 300-mile territory; earned CISP certification in information risk management.

  7. 2011 – 2013

    Personal Vacation Planner

    Carnival Cruise Line

    Consistently ranked in the top 25% of the internal sales division for the world's largest cruise line.

Track Record

Selected Accomplishments

$387M+

Aggregate M&A transaction value supported, including a landmark deal exceeding $300M

Top 20%

Nationwide ranking for B2B sales performance at GoDaddy

$1M+

In personal monthly sales, Tesla's luxury EV lineup

70 → 140+

Dealership accounts — pipeline doubled in under a year at Text2Drive

CM&AA

Certified Mergers & Acquisitions Advisor

5-Step

Client success framework designed and adopted company-wide at Zurich Insurance

What I Bring

Expertise

Business Development & Sales Leadership

B2B/enterprise sales, pipeline building, deal closing, account management

M&A & Transaction Advisory

Sell-side advisory, deal origination, due diligence coordination, buyer/founder relationship management

Client & Relationship Management

Consultative selling, client retention, executive relationship management, trust-based negotiation

Team Enablement

Training, onboarding frameworks, cross-functional coordination with attorneys, accountants, and advisors

Let's Talk

I'd love to hear from you.

Whether you're looking for a business development leader, a deal-making partner, or just want to connect — reach out.