Bloom Burton & Co.

What Bloom Burton & Co. does

Bloom Burton & Co. is a Toronto-based, privately held boutique investment banking firm founded in 2008 that specializes exclusively in the Canadian healthcare sector. The firm offers six core service lines: capital raising and financing (from seed money through public offerings), mergers and acquisitions advisory, equity research, sales and trading, strategic advisory, and company creation. It serves two primary customer segments — Canadian healthcare companies (publicly-traded and venture-backed across biotechnology, pharmaceuticals, medical devices, diagnostics, healthcare services, healthcare IT, life science tools, animal health, and nutrition/wellness) and institutional investors (Canadian, U.S., and international) seeking exposure to Canadian healthcare. Its wholly-owned subsidiary, Bloom Burton Securities Inc., is a CIRO- and CIPF-registered investment dealer providing the regulated brokerage, execution, and custody infrastructure that underpins capital-markets activity.

Revenue is generated through transaction-based advisory fees, success-based underwriting commissions on public offerings, trading commissions from bespoke institutional execution services, and—under the Company Creation service—potential equity participation in newly formed healthcare ventures. The firm does not develop proprietary technology products; its differentiation rests on a multi-disciplinary team combining capital markets, scientific, medical, and industry expertise, plus recurring flagship platforms (the annual Healthcare Investor Conference hosting 60+ Canadian healthcare companies, the Bloom Burton Award Gala recognizing healthcare innovation contributors since 2017, and the monthly 'Canada in Science' publication). Go-to-market is predominantly enterprise field sales supplemented by event-driven investor matching and content marketing through its website and earned media.

The firm is led by founder Brian Bloom as Chairman and Chief Executive Officer, with Armand Balboni serving as Partner/Director. While the firm's full legal name is Bloom Burton & Co. Inc., it operates under the trade name "Bloom Burton" and is governed under the laws of Ontario, Canada. No external private equity or institutional investor ownership is disclosed; ownership is concentrated with the founding and management team.

Name

Bloom Burton & Co.

Legal name

Bloom Burton & Co. Inc.

Website

https://bloomburton.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Bloom Burton & Co. is a Toronto-based boutique investment bank dedicated exclusively to the Canadian healthcare sector, providing capital raising, M&A advisory, equity research, sales and trading, strategic advisory, and company creation services to healthcare issuers and institutional investors.

Ownership category

akta.pro rank

Product category

Healthcare Investment Banking

NAICS

Portfolio Management and Investment Advice (523940), Other Management Consulting Services (541618)

SIC

Investment Advice (6282)

akta.pro primary industry

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Buy-Side M&A Advisory (FSAEAGAB)

Keywords

• Healthcare investment banking
• Mergers and acquisitions advisory
• Capital raising services
• Equity research services
• Strategic advisory services

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Capital Raising & Financing Advisory: Bloom Burton connects healthcare investors with companies seeking capital through seed money, private financing, and public capital raises. Revenue is generated through advisory fees and commissions on successful transactions.
2. M&A Advisory: The firm guides clients through mergers and acquisitions transactions, providing advisory services to maximize returns and company performance. Revenue generated through transaction-based advisory fees.
3. Equity Research: Bloom Burton's equity research division covers key Canadian healthcare companies, providing analysis and recommendations to institutional investors.
4. Sales & Trading: Bespoke execution services for healthcare institutional investors, generating revenue through trading commissions and fees.
5. Strategic Advisory: Strategic advisory services helping companies understand business opportunities and successfully commercialize healthcare advances.
6. Company Creation: In special situations, Bloom Burton partners with entrepreneurs and researchers to form new companies, leveraging all firm services to accelerate growth. May involve equity participation.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Bloom Burton & Co. is a healthcare-dedicated investment banking firm that advises and executes capital raising, mergers and acquisitions, equity research, sales and trading, strategic advisory, and company creation mandates for Canadian healthcare companies and institutional investors. Coverage spans biotechnology, pharmaceuticals, medical devices, diagnostics, healthcare services, healthcare IT, life science tools, animal health, and nutrition and wellness, with execution delivered through its broker-dealer subsidiary Bloom Burton Securities Inc. (a CIRO/CIPF member).

Product overview

Bloom Burton & Co. is a financial services firm dedicated to accelerating returns in the healthcare sector for both investors and companies. The firm operates as a service-based business offering six core service lines: Raising Capital & Financing, Mergers & Acquisition Advisory, Equity Research, Sales & Trading, Strategic Advisory, and Company Creation. Additionally, the firm hosts two signature events—the annual Bloom Burton & Co. Healthcare Investor Conference (bringing together Canadian healthcare companies with investors) and the Bloom Burton Award Gala (honoring contributors to Canada's innovative healthcare industry). The firm also publishes 'Canada in Science,' a monthly compilation of Canadian scientific research. Bloom Burton Securities Inc. is the broker-dealer subsidiary, a member of CIRO and CIPF.

Differentiator

Problem solved

Functional benefit

Products and services

• Raising Capital & Financing Capital raising advisory for healthcare companies, spanning seed money for promising new life science ventures, private financing, and public capital raises. Connects investors with attractive healthcare businesses poised for growth and profit; revenue generated through advisory fees and commissions on successful transactions.
• Mergers & Acquisition Advisory M&A advisory guiding clients to conceptualize, structure, and execute mergers and acquisitions transactions to maximize returns and company performance. Revenue is generated through transaction-based advisory fees.
• Equity Research Equity research coverage of key Canadian healthcare companies, providing analysis and recommendations to help investors understand how companies operate, recognize their relative strengths and weaknesses, and determine the impact of clinical, commercial, and competitive developments.
• Sales & Trading Bespoke trade execution services for healthcare institutional investors, delivered through Bloom Burton Securities Inc. (a CIRO/CIPF member) with clearing provided by Haywood Securities Inc. Revenue is generated through trading commissions and fees.
• Strategic Advisory Strategic advisory services helping companies understand the business opportunities to bring healthcare advances to market and how to successfully exploit them for commercial and financial success.
• Company Creation In special situations, Bloom Burton partners with entrepreneurs and researchers to form new healthcare companies, leveraging all of the firm's services and skills to accelerate their growth. May involve equity participation in lieu of cash fees.

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered minor and core.

• The Ritz-Carlton, TorontominorOthers · 24 September 2026Venue partner for the annual Bloom Burton Award Gala at 181 Wellington St W, Toronto, ON M5V 3G7.
• Metro Toronto Convention CentreminorOthers · 20 April 2026Venue partner for the annual Bloom Burton & Co. Healthcare Investor Conference held April 21-22, 2026.
• Haywood Securities Inc.coreOthersHaywood Securities Inc. serves as Bloom Burton's clearing firm for trade execution and custody services. Primary contact is Patti-Ann Coady (Direct: 604.697.6156, [email protected]). Secondary contact is Rob Hill (Direct: 604.697.6118, [email protected]).
• Goodmans LLPminorImplementation/ SI/ Consulting PartnerLegal advisor to Crescita Therapeutics alongside BCF LLP for the acquisition transaction by ClinActiv Holdings.
• BCF LLPminorImplementation/ SI/ Consulting PartnerLegal advisor to Crescita Therapeutics for the acquisition transaction.
• Bennett Jones LLPminorImplementation/ SI/ Consulting PartnerLegal advisor to ClinActiv Holdings for the Crescita Therapeutics acquisition.
• NewPoint Capital Partners Inc.minorImplementation/ SI/ Consulting PartnerM&A advisor to Richards Group Inc. for the acquisition of PharmaSystems Inc.'s CPG assets.
• Canadian Investment Regulatory Organization (CIRO)coreOthersBloom Burton Securities Inc. is a member of CIRO, the Canadian Investment Regulatory Organization that regulates investment dealers and trading activity.
• Canadian Investor Protection Fund (CIPF)coreOthersBloom Burton Securities Inc. is a member of CIPF, which protects clients in the event of member insolvency.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• TD Securities: Canadian bulge-bracket investment bank with a healthcare group. Competes for larger healthcare mandates and provides an incumbent benchmark against which boutique specialists like Bloom Burton differentiate.
• BMO Capital Markets: One of Canada's largest investment banks with a healthcare franchise. Competes for larger healthcare mandates and offers overlap with Bloom Burton's M&A and capital raising services, though serving a much broader client base.

Direct peers

• Cormark Securities: Canadian independent investment dealer providing equity research, capital raising, and M&A advisory. Comparable as a Toronto-based boutique with similar mid-market healthcare and growth-company mandate.
• Canaccord Genuity: Canadian-headquartered global investment bank with a dedicated healthcare team. Comparable on healthcare mid-market advisory and capital raising in Canada, though materially larger.
• Leede Jones Gable: Canadian independent investment dealer with research and capital markets capabilities. Comparable as a smaller Canadian boutique competing for similar mid-market mandates.
• Haywood Securities: Canadian independent investment dealer covering mining, energy, and healthcare. Comparable as a similarly sized boutique IB; notably serves as Bloom Burton's clearing and execution partner.
• PI Financial Corp: Vancouver-based Canadian independent investment dealer. Comparable as a similarly sized boutique with diversified sector coverage including healthcare.
• Echelon Capital Markets: Toronto-based independent investment dealer with a focus on healthcare and life sciences. Directly comparable as a Canadian boutique investment bank serving similar healthcare issuers and institutional investors.
• Mackie Research Capital Corporation: Canadian independent investment dealer focused on small and mid-cap companies. Comparable in size and client profile, with overlap on healthcare and growth-company mandates.

Regional players

• Leerink Partners: U.S.-based healthcare-dedicated investment bank. Directly comparable business model and healthcare focus; partnered with Bloom Burton on co-managed offerings, illustrating their cross-border complementarity.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/bloomburton

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments11 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bloom Burton & Co.