Bloom Equity Partners
Bloom Equity Partners is a New York-based private equity firm founded in 2020 that invests exclusively in lower-middle market B2B software companies with $5M to $50M+ ARR through majority buyouts, take-privates, and carve-outs across North America, Western Europe, and Australia/New Zealand.
- Company typePrivate
- Founded2020
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Bloom Equity Partners does
Bloom Equity Partners is a New York-based private investment firm founded in 2020 that exclusively targets lower-middle market B2B technology, software, and tech-enabled business services companies with $5M to $50M+ in ARR. The firm deploys flexible capital through majority investments, growth buyouts, take-privates, carve-outs, and management-led buyouts across North America, Western Europe, and Australia/New Zealand, currently investing out of Bloom Equity Partners Fund I. Its portfolio consists of seven companies spanning library and knowledge management SaaS (Soutron Global, MINISIS, Auto-Graphics), physical identity and access management (RightCrowd), governance, risk, and compliance services (GRC Solutions, including the DTC carveout from BSI), and master data solutions (BlackTiger).
The firm's differentiation rests on proprietary operating frameworks rather than proprietary technology. Its core methodologies include the Five-Pronged Strategy Plan (talent augmentation, GTM strategy, product development, governance, and strategic M&A), the Bloom Value Creation Team (BVC), the Bloom AI Guild for portfolio-wide AI integration, and the CXO Symposium Series for peer learning across portfolio leadership. A team of approximately 15 members combines investment professionals (with backgrounds at Blackstone, ECP, Lazard, CVC, Accel-KKR, and Diversis) with Operating Partners and Operating Advisors drawn from prior CXO roles at TrueCar, Nitro, ServiceChannel, 8x8, BMC Software, Symantec, and McKinsey.
Revenue is generated through traditional fund economics — management fees and performance-based carry on Fund I — supplemented by a Finder's Program that pays referral compensation of $25,000 to $500,000+ per closed transaction. Deal sourcing is relationship-driven through direct management outreach, corporate relationships for carve-outs, and the firm's content marketing footprint (Bi-Weekly Bloom newsletter to over 9,000 software PE investors and operators, plus the bloomvp.substack.com publication). The firm maintains EU-U.S. Data Privacy Framework certification and operates through Bloom Equity Partners Management, LLC as its primary management entity.
Bloom Equity Partners firmographics
Firmographics- Name
- Bloom Equity Partners
- Legal name
- Bloom Equity Partners Management, LLC
- Website
- https://bloomequitypartners.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Bloom Equity Partners is a New York-based private equity firm founded in 2020 that invests exclusively in lower-middle market B2B software companies with $5M to $50M+ ARR through majority buyouts, take-privates, and carve-outs across North America, Western Europe, and Australia/New Zealand.
- Ownership category
- akta.pro rank
Bloom Equity Partners industry classification
Industry- Product category
- Private Equity Investment Services
- NAICS
- Portfolio Management and Investment Advice (523940), Miscellaneous Financial Investment Activities (523999)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Technology & Software Growth Equity (FSANACAA)
- akta.pro secondary industry
- Industry-Specialist Buyout (Sector-Focused) (FSANABAE)
Keywords
Where Bloom Equity Partners is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Bloom Equity Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Fund Management & Performance Fees: Bloom Equity Partners generates revenue through management fees and performance-based carry from Bloom Equity Partners Fund I. The firm pairs flexible capital with proprietary operating playbooks to deliver superior returns to investment partners and management teams.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Bloom Equity Partners product offering
Product offeringCore offering
Bloom Equity Partners is a private investment firm that deploys capital from Bloom Equity Partners Fund I into lower-middle market B2B technology, software, and tech-enabled business services companies with $5M to $50M+ in ARR, executing majority growth investments, growth buyouts, take-privates, and carve-outs. The firm pairs flexible capital with proprietary operating playbooks (Five-Pronged Strategy Plan, Bloom Value Creation Team, Bloom AI Guild, CXO Symposium Series) to help portfolio management teams accelerate growth, scale operations, and pursue accretive M&A.
Product overview
Bloom Equity Partners is a private investment firm, not a product company. It does not offer its own product or service to external customers. The firm provides investment capital, operational expertise, and value creation resources to lower-middle market B2B technology, software, and tech-enabled business services companies. Its portfolio consists of seven distinct companies: Soutron Global (library and knowledge management SaaS), RightCrowd (physical identity and access management), GRC Solutions (governance, risk, and compliance services), MINISIS (museum and archive management software), Auto-Graphics (library automation solutions), BlackTiger (master data solutions), and one additional portfolio company. Each portfolio company operates independently with its own product offerings.
Differentiator
Problem solved
Functional benefit
Brands
- Bloom AI Guild: Internal initiative designed to help portfolio companies navigate the rapidly evolving AI landscape, providing strategic guidance, technical resources, and collaborative learning opportunities.
- CXO Symposium Series
Products and services
- Bloom Equity Partners Fund I Private equity fund deploying majority growth capital into lower-middle market B2B technology, software, and tech-enabled business services companies with $5M to $50M+ in ARR across North America, Western Europe, and Australia/New Zealand; structures include growth investments, buyouts, take-privates, carve-outs, and management-led buyouts, with management fees and performance-based carried interest paid by institutional limited partners.
- Bloom Value Creation Services (BVC) Affiliated value creation service for Bloom's portfolio companies that delivers disciplined, systematic operating support across talent augmentation, go-to-market optimization, product development, governance, and strategic M&A execution; staffed by senior Operating Partners, Operating Advisors, Operating Directors, and a Value Creation Specialist team with prior CXO experience at companies such as TrueCar, Nitro, ServiceChannel, McKinsey, Oracle, SAP, and Vista Equity Partners portfolio companies.
- Finder's Program Formal referral program inviting intermediaries and advisors to identify and refer B2B software and tech-enabled businesses meeting Bloom's investment criteria ($5M+ revenue), with compensation of $25,000 to $500,000+ per successfully closed transaction based on deal size.
Quantifiable outcome
- Three successful take-private transactions in 18 months
- +3 more outcomes
Companies that use Bloom Equity Partners
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles3 records
Bloom Equity Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Bloom Equity Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- The British Standards Institution (BSI)coreBSI engaged Bloom's portfolio company GRC Solutions to carve out its Digital Trust Consulting (DTC) business unit. The transaction significantly enhances GRC Solutions' cybersecurity and digital trust consulting capabilities, expanding its global presence across EMEA, Japan, and the U.S. The acquisition nearly doubles the size of GRC Solutions.
Scale indicators5 records
Recent moves7 records
Expansion highlights5 records
Bloom Equity Partners competitors and assessment
Company assessmentDirect peers
- Accel-KKR: Software and tech-enabled services focused middle-market private equity firm. Senior Associate Richard Jiang worked at Accel-KKR before joining Bloom, and the firm shares the same vertical focus and deal-size band.
- Serent Capital: Growth equity firm focused on lower-middle market B2B SaaS and tech-enabled services companies. Direct competitor for the same deal-size band and software vertical as Bloom.
- Sumeru Equity Partners: Software and tech-enabled services growth equity firm investing in the lower-middle market. Comparable deal structure (majority, growth-oriented buyouts) and software focus make it a direct peer.
- Diversis Capital: Lower-middle market software and tech-enabled services PE firm. Two senior Bloom team members (Abe Borden as Director, Oded Noy as Senior Operating Partner) came from Diversis, making it the most directly comparable peer in mandate and culture.
- Mainsail Partners: Growth equity firm exclusively focused on B2B software companies in the lower-middle market, typically with $5M-$50M ARR. Closely mirrors Bloom's target company attributes and growth buyout approach.
- Resurgens Technology Partners: Lower-middle market software and tech-enabled services PE firm focused on founder-led businesses. Operates in the same ARR band and uses a similar operating-partner-driven value creation model.
- K1 Investment Management: Tech-enabled services and software-focused lower-middle market PE firm. Principal Abe Borden worked in investment and corporate development at K1, and K1's enterprise software thesis overlaps with Bloom's mandate.
Broad incumbents
- Vista Equity Partners: Largest software-focused PE firm globally. Bloom's Operating Partner Ashley McEnroe completed Vista's High Potential Leadership Program, and the firm's AI-focused playbook competes for the same talent and operating principles as Bloom's Value Creation Team.
- Thoma Bravo: Premier software-focused PE firm operating at much larger scale. Represents the scaled incumbent that drives competitive dynamics in software take-privates and growth buyouts where Bloom also operates.
- Insight Partners: Large software-focused growth equity and buyout firm. Competes with Bloom for software deals at the upper end of Bloom's range and shares the operating-partner-led value creation philosophy.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Bloom Equity Partners social profiles
Digital presenceBloom Equity Partners compliance and trust
Trust signalCompliance1 record
Bloom Equity Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bloom Equity Partners leadership team
Management profileNumber of profiles
Profiles17 records
Bloom Equity Partners subsidiaries and ownership
Company hierarchySubsidiaries7 records
Bloom Equity Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bloom Equity Partners M&A and investment
M&A and investmentM&A2 records
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bloom Equity Partners
What does Bloom Equity Partners do?
Bloom Equity Partners is a private investment firm that deploys capital from Bloom Equity Partners Fund I into lower-middle market B2B technology, software, and tech-enabled business services companies with $5M to $50M+ in ARR, executing majority growth investments, growth buyouts, take-privates, and carve-outs. The firm pairs flexible capital with proprietary operating playbooks (Five-Pronged Strategy Plan, Bloom Value Creation Team, Bloom AI Guild, CXO Symposium Series) to help portfolio management teams accelerate growth, scale operations, and pursue accretive M&A.
Is Bloom Equity Partners a public or private company?
Bloom Equity Partners is a private company. It is classified as management employee owned and is currently operating.
When was Bloom Equity Partners founded?
Bloom Equity Partners was founded in 2020. It employs 1 to 10 people.
Where is Bloom Equity Partners based?
Bloom Equity Partners is headquartered in New York, United States, in the North America region.
How does Bloom Equity Partners make money?
One revenue line is on record: fund Management & Performance Fees.
Who are Bloom Equity Partners's main competitors?
Direct peers on record are Accel-KKR, Serent Capital, Sumeru Equity Partners, Diversis Capital, Mainsail Partners, Resurgens Technology Partners and K1 Investment Management. Broad incumbents are Vista Equity Partners, Thoma Bravo and Insight Partners.
Does Bloom Equity Partners have an API?
No public API is recorded for Bloom Equity Partners.
What industry is Bloom Equity Partners in?
Bloom Equity Partners's product category is Private Equity Investment Services. Its primary akta.pro industry code is FSANACAA, Technology & Software Growth Equity, with a secondary code of FSANABAE, Industry-Specialist Buyout (Sector-Focused). Its NAICS code is 523940 and its SIC code is 6282.