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Bloom Equity Partners: First Half 2025 Update

Accelerating Growth Through Strategic Team Expansion and Portfolio Innovation

As we pass the midpoint of 2025, the Bloom Equity team is proud to share the many significant milestones achieved in the first half of the year. This period saw the continued team expansion and development of the Bloom Equity platform, new acquisitions, and been characterized by strategic team growth. These achievements and initiatives underscore Bloom’s commitment to building and driving transformational growth in market-leading software and tech-enabled services companies.


Strengthening Our Investment Team


Our investment team continued to grow with the addition of a seasoned professional who brings deep software private equity expertise:


Richard Jiang, Senior Associate: Richard is responsible for investment due diligence, execution, and portfolio company support at Bloom Equity. Prior to Bloom Equity, Richard worked at CVC Capital Partners on their technology private equity team and has prior experience at Accel-KKR and Barclays.


Launching Strategic Portfolio Initiatives


CXO Symposium Series

In our ongoing commitment to driving operational excellence across our portfolio, we launched our inaugural CXO Symposium Series in the first half of 2025. These symposia bring together Chief Executive Officers and Chief Product & Technology Officers from across our growing portfolio to share best practices, discuss emerging trends, and collaborate on strategic initiatives.


Bloom AI Guild

We established the Bloom AI Guild — an internal initiative designed to help our portfolio companies navigate the rapidly evolving AI landscape. The AI Guild provides strategic guidance, technical resources, and collaborative learning opportunities to ensure our portfolio companies can leverage AI to drive competitive advantage and operational efficiency, both ensuring their own technology offerings are AI-native, and every department is leveraging the best third-party AI tools to improve operational leverage and other business outcomes.


Strengthening Leadership Across the Portfolio


At Bloom, we believe great investment outcomes are driven by great operators. In the first half of the year, we continued to support our portfolio companies by recruiting and onboarding proven executives to scale teams, expand into new markets, and drive product innovation.


At GRCS, we welcomed two seasoned leaders:


Ifti Ahmed joined as CEO, bringing extensive experience in scaling businesses and driving transformation. Most recently, he served as CEO of WorkNest, guiding the company through significant growth driven by acquisitions and innovation. His previous leadership roles include senior positions at Allianz, Aon, and Capita PLC.


Caroline Morrison joined as Chief Marketing Officer, bringing extensive experience in marketing leadership roles within high-growth compliance companies. Caroline's expertise spans brand, digital and product marketing, demand generation, and strategic communications.


Read more on both appointments here.


At BlackTiger, we added key leadership to accelerate U.S. and global growth:


Reed Overfelt joined as Chief Executive Officer, bringing more than two decades of experience leading high-growth, data-focused software companies. Reed has served as CEO or senior executive across six enterprise technology businesses, with a track record of delivering Rule of 70+ growth, multiple successful exits, and strong customer retention.


Martin Viau stepped in as Chief Product and Technology Officer, bringing deep experience in product and engineering leadership across PE-backed software companies. Martin is known for his operational rigor and commitment to building modern, scalable technology organizations.


At RightCrowd, we added David Gadecki, an experienced finance executive with multiple successful CFO tenures in his background at a range of operating scales. David brings strategic financial acumen, SaaS experience, and a keen sense of operational focus to this role.


Portfolio Growth and Strategic Expansion

Auto-Graphics Acquisition

In a significant milestone for our portfolio company Soutron Global, we completed the strategic acquisition of Agent Information Software, Inc. (OTCPK: AIFS), parent company of Auto-Graphics, Inc. This transaction represented Bloom Equity Partners' third successful take-private in 18 months, demonstrating our ability to execute complex transactions and drive transformative growth through both strategic M&A and operational performance improvements within our portfolio companies.


Read more here.


Looking Ahead

As we enter the second half of 2025, we remain committed to our core mission of partnering with exceptional founders and management teams to build market-leading software and tech-enabled services companies. The initiatives launched in the first half of the year demonstrate our dedication to providing our portfolio companies with the strategic resources and collaborative opportunities they need to thrive.


We are excited about the continued growth prospects across our portfolio and look forward to supporting our companies as they pursue new opportunities and drive innovation in their respective markets.


 
 
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