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Your Growth Partner.

Bloom Equity Partners was built to unlock growth in lower-middle market enterprise software and technology-enabled services companies through control investments and further developing already-great businesses into market leaders.

This expanding and fragmented market provides significant opportunity to partner with exceptional management teams and achieve scale through deploying both operational improvement and rollup strategies.


Led by a team of software operators and investors, Bloom injects the capital, operational resources, and playbooks to rapidly unlock transformational growth and deliver superior risk-adjusted returns.
 

Our Approach.

Led by Software Operators & Investors

Who buy, grow, and enhance enterprise software companies providing mission critical services. 

Value Creation Playbook

Every portfolio company works with a dedicated team at Bloom to develop and execute an Ownership Plan to grow the business.  This approach appeals to entrepreneurs and management teams seeking a like-minded, value-add investor.

Software-specific Knowledge and Experience

Decades of collective experience investing in, building, and managing enterprise software businesses globally.

Partner with Management to Reach New Heights

You know your business best, we seek to augment the legacy you have built with proven systems, best-practices, and additional resources to grow to new heights.

Target Over 3x Value Creation.

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Exit to larger middle market strategic and financial buyers

Strategic Bolt-on M&A

Partner with exceptional management team

Professionalize operations with best practices where applicable

Optimize Product, Pricing & Go-to-Market strategy

Leverage Collective Experience.

Sales Acceleration
Talent Leadership
Offer Optimization
Technology & Process Optimization
Strategic M&A

What Founders Say.

Five-Pronged Strategy Plan.

1.

Go-To-Market Strategy

We start with a detailed analysis of sales and marketing, including team structures, compensation packages, and demand generation processes. Specifically, we look for opportunities to optimize technology and enhance a company’s digital presence.

We start with a detailed analysis of sales and marketing, including team structures, compensation packages, and demand generation processes. Specifically, we look for opportunities to optimize technology and enhance a company’s digital presence.

2.

Augment & Optimize Talent

Talent is obviously a huge consideration in building our plan. We will work with you to identify any gaps in your leadership team and leverage the collective experience of our in-house sales, marketing, and technology domain experts to help you find and recruit the right people to fill these roles.

Talent is obviously a huge consideration in building our plan. We will work with you to identify any gaps in your leadership team and leverage the collective experience of our in-house sales, marketing, and technology domain experts to help you find and recruit the right people to fill these roles.

3.

Product Development

We carefully assess product engineering practices, code, and open-source capabilities. We also explore opportunities to implement best-practice improvements in the development process, such as Agile methodologies, and leverage the power of modern technologies such as AI, ML, and low-code development frameworks.

We carefully assess product engineering practices, code, and open-source capabilities. We also explore opportunities to implement best-practice improvements in the development process, such as Agile methodologies, and leverage the power of modern technologies such as AI, ML, and low-code development frameworks.

4.

Winning Governance 

We strategically assemble a Board of Directors that will add value to your business, including at least two independent directors who can provide you with valuable insights and act as a helpful sounding board.

We strategically assemble a Board of Directors that will add value to your business, including at least two independent directors who can provide you with valuable insights and act as a helpful sounding board.

5.

Strategic M&A

Many of our founders have M&A ambitions but lack the resources and/or expertise required to successfully complete and integrate acquisitions. We have a dedicated sourcing team available to identify and engage potential acquisition targets, along with experienced M&A professionals who can assist in conducting diligence and executing transactions. In developing our plan, we evaluate both organic and inorganic opportunities to enhance the strategic value of the business.

Many of our founders have M&A ambitions but lack the resources and/or expertise required to successfully complete and integrate acquisitions. We have a dedicated sourcing team available to identify and engage potential acquisition targets, along with experienced M&A professionals who can assist in conducting diligence and executing transactions. In developing our plan, we evaluate both organic and inorganic opportunities to enhance the strategic value of the business.

Tony S.jfif

Tony S., President & CEO of Soutron Global

"Partnering with Bloom Equity has been one of our smartest growth decisions – while we value the investment they have made, their most valuable contributions have been their partnership, support and guidance. Bloom Equity has been an extension of our team as we’re navigating growth, market expansion, and potential acquisitions."

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