Investing in Tomorrow's Technology Leaders
BLOOM EQUITY PARTNERS
Pairing flexible capital with proprietary operating playbooks, we strive for Bloom to be the investor of choice for ambitious management teams seeking to accelerate their growth and market leadership.
Our mandate is flexible and allows us to invest in exceptional Technology-Enabled Services and Software as a Service (SaaS) companies at varying stages of growth, so we approach every situation with an open mind and create customized investment structures to match different business models or transaction types.
OUR PHILOSOPHY
We believe there’s no higher quality business model than high margin, recurring revenue businesses with sticky products, and strong management teams who are destined for greatness but need additional capital, expertise, and partnership to thrive.
Bloom’s operating playbook was designed using decades of experience scaling technology businesses through different stages of growth.
We augment our playbooks with strategic capital and talented management teams to drive impact across each of our portfolio companies. Our shared services group works relentlessly to implement best practices across growth and demand generation, product, sales, customer success and operations, sales, marketing, driving high levels of output and capital efficiency.
We focus on the quality of the business and the management team and craft a winning capital strategy accordingly.
Investing in Enterprise Software & Tech-Enabled Services Businesses
WHAT WE LOOK FOR
Enterprise Software and Technology Enabled Services
Mission Critical Applications
Majority Investments
We invest in companies with a proven, recurring revenue business model and the potential to be a market leader. We look for opportunities to accelerate top line growth both organically, through best practices, and inorganically, through accretive M&A.
We're big fans of mission-critical B2B Software and Business Services assets with a competitive moat, a sticky and diversified customer base.
Whether the business is bootstrapped, a division of a larger private organization, publicly traded or operating with a modest amount of previous capital investment, Bloom is completely agnostic to the structure.
Specifically, we get excited about companies that check these boxes:
Target Company Attributes
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Industry: B2B Software and Technology-enabled Business Services
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Geography: North America, Europe or Australasia
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Revenue: $3m to $20m+ in ARR
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Growth: 5%+ annual revenue growth
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Retention: 80%+ annual customer retention
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Profitability: Positive EBITDA or near breakeven within 12 months
Transaction Focus
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Majority investments & growth-oriented buyouts
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Operational control required
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Management-led buyouts
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Add-on acquisitions
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Carve-outs & divestitures
Download our full investment criteria list here:
OUR PORTFOLIO
STAY CONNECTED
CONTACT US
For any inquiries please use our message form below:
Address
295 Madison Ave, 12th Floor
New York, NY 10017
We are always open to connecting with intermediaries, service providers, investors, and most importantly, business owners.
Drop us a line, we love hearing from you and read every email.
