Teams at Bloom Equity Partners

Support full investment lifecycle for lower-middle market enterprise software and services deals: financial modeling (LBOs), due diligence, deal execution, investment committee materials, and post-acquisition portfolio support including operational improvements and M&A initiatives. Coordinate external advisors and help build firm processes and CRM systems.

The Office & Executive Coordinator manages the partners' calendars, handles office operations, provides administrative support, and coordinates with external stakeholders at Bloom Equity Partners.

Source and evaluate lower-middle market B2B software and services investments. Build financial models, perform due diligence, write investment memos, manage deal processes with advisors, and support portfolio company operations to drive growth and efficiency.