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 Business-to-Business, 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.
Our flexibility as a partner allows us to execute both majority buyouts and minority growth equity investments. We focus on the quality of the business + management team and craft a winning capital strategy accordingly.
Investing in Enterprise Software 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
OUR TEAM
Bart MacDonald
Managing Partner
THE BLOOMTEAM
Bloom is lead by a seasoned team of software operators and investors
Jeff Hsiang
Principal
Bart has a 15 year track record in software private equity + operations and leads Bloom Equity’s investment process and led the team’s previous acquisitions in Viostream and Soutron, which they acquired as Independent Sponsors.
Prior to founding Bloom Equity, Bart supported the Investment & Operations teams at Xenon Partners, a +$100M buyout fund focused on small-cap SaaS, where he led the turnaround of the
fund’s then-largest acquisition (UXPin) and supported the buildout of the shared services program.
Prior to Xenon, Bart led the growth of 4 enterprise software companies, both as hired-in executive for PE Firms and as founder/CEO of two VC backed companies. The last startup he founded, SaplingHR, raised +$10m (led by Google’s AI fund), and was successfully sold to a strategic buyer (Kallidus).
Bart has a 15 year track record in software private equity + operations and leads Bloom Equity’s investment process and led the team’s previous acquisitions in Viostream and Soutron, which they acquired as Independent Sponsors.
Prior to founding Bloom Equity, Bart supported the Investment & Operations teams at Xenon Partners, a +$100M buyout fund focused on small-cap SaaS, where he led the turnaround of the
fund’s then-largest acquisition (UXPin) and supported the buildout of the shared services program.
Prior to Xenon, Bart led the growth of 4 enterprise software companies, both as hired-in executive for PE Firms and as founder/CEO of two VC backed companies. The last startup he founded, SaplingHR, raised +$10m (led by Google’s AI fund), and was successfully sold to a strategic buyer (Kallidus).
Jeff is a Private Equity industry veteran with over 15 years of experience deploying capital into the software industry on behalf of leading investment firms Blackstone and Diversis Capital.
Jeff serves as a Principal at Bloom Equity Partners and is responsible for driving all aspects of the investment process at Bloom.
Brian serves as a Senior Associate at Bloom Equity Partners where he is responsible for sourcing and evaluating new investment opportunities, as well as contributing to all phases of the investment process.
Prior to Bloom, Brian worked in M&A at STS Capital Partners and in Acquisition Finance at Mizuho Bank covering a broad range of M&A advisory and leveraged financing engagements across a variety of sectors including software, tech-enabled services, and more.
Brian Veith
Senior Associate
Bart Macdonald
Managing Partner
Bart has a 15 year track record in software private equity and operations and leads Bloom Equity’s investment process and led the team’s previous acquisitions in Viostream and Soutron, which they acquired as Independent Sponsors.
Prior to founding Bloom Equity, Bart supported the Investment & Operations teams at Xenon Partners, where he led the turnaround of the fund’s then-largest acquisition (UXPin) and supported the buildout of the shared services program.
Prior to Xenon, Bart led the growth of several enterprise software companies, both as hired-in executive for PE Firms and as founder/CEO of two VC backed companies. The last startup he founded, SaplingHR, raised +$10m in venture capital (led by Google’s AI fund), and was successfully sold to a strategic buyer (Kallidus).
STAY CONNECTED
CONTACT US
For any inquiries please use our message form below:
Address
530 5th Ave, Floor 9
New York, NY 10036
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.
