William Loftis
Login to view DISC.William Loftis is an accomplished investment banker and Managing Director at Hunter Wise Financial Group, specializing in middle-market M&A. His career is driven by a passion for advising business owners, which began after selling his own family business. He recently received the "Diamond Club" award for surpassing $100 million in annual transaction volume.
Outside of his advisory role, he has deep roots in family business, having started his career working alongside his father. An alumnus of Alma College and Colorado State University, he enjoys networking with other professionals on the golf course. He maintains a strong connection to his alma mater, Alma College.
His career in M&A was inspired by the sale of his familys title company, where he realized owners needed better guidance through the complex process.
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DISC behavioral profile
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