Bloom Equity Partners is a leading technology-focused private equity firm headquartered in NYC, currently deploying capital out of Bloom Equity Partners Fund I. We specialize in unlocking growth in lower-middle market enterprise software and business services companies through control investments, further developing already-great businesses into market leaders.
Led by a team of technology-focused investors and industry operators, Bloom injects capital, operational resources, and playbooks into recession-resistant businesses to rapidly unlock transformational growth and deliver superior risk-adjusted returns to our investment partners and management teams.
About the Role
As an Associate on the Investment Team, you will be a core member of the deal team, working across all stages of the investment lifecycle-from sourcing and due diligence through deal execution and post-acquisition value creation. You will work directly alongside senior investment professionals and portfolio company leadership to evaluate, execute, and manage investments in B2B enterprise software and tech-enabled services businesses.
This is a high-impact, high-autonomy role at a fast-growing firm where you will gain meaningful exposure to every dimension of lower-middle market private equity investing.
Key Responsibilities
Deal Sourcing & Evaluation
- Identify and evaluate new investment opportunities through proprietary research, industry mapping, and relationship development with intermediaries, founders, and executives
- Conduct preliminary screening of potential targets, including market sizing, competitive analysis, and financial assessment to determine strategic fit with Bloom’s investment thesis
- Prepare investment screening memos and present initial findings to the investment team
Due Diligence & Execution
- Build and maintain detailed financial models, including LBO analyses and operating models for prospective investments
- Lead workstreams during due diligence, developing deep understanding of target companies’ customers, sales processes, churn dynamics, product positioning, competition, team, and market
- Coordinate with external advisors—lawyers, accountants, consultants, and industry experts—throughout the transaction process
- Prepare investment committee memoranda, presentations, and supporting materials
- Support deal structuring, term sheet development, and negotiation processes
Portfolio Company Support
- Work with the Board and management teams of portfolio companies post-transaction to improve operational efficiencies, sales and marketing workflows, and financial management
- Support portfolio company M&A initiatives, including target identification, due diligence, and integration planning to fulfill buy-and-build strategies
- Monitor portfolio company performance through financial analysis, KPI tracking, and regular reporting
Firm Building
- Contribute to the development and refinement of Bloom’s investment processes, CRM systems, and internal knowledge base
- Support fundraising and investor relations activities as needed, including preparation of fund reporting and LP communications
Ideal Candidate
- 2–4 years of buy-side investment experience in private equity, growth equity, or related fields (hard requirement), ideally with experience in LMM buyouts of enterprise software or white-collar business services companies
- Strong financial modeling and due diligence acumen across multiple transaction types
- Excellent analytical skills with the ability to synthesize complex data into clear, actionable investment recommendations
- Ability to perform and prioritize multiple tasks simultaneously with extreme attention to detail
- Strong project management, organizational, process management, and communication skills
- Excel in building strong relationships with intermediaries, management teams, and advisors
- A bachelor’s degree from a top university with a strong GPA; CFA progress or MBA a plus
What We Provide
- Mentorship, not management. We operate as a small team with high autonomy, and we’ll provide mentorship to help you grow
- Direct exposure to senior leadership of Bloom Equity and Bloom’s portfolio company CEOs and boards
- Meaningful deal responsibility-you will own workstreams and have a seat at the table from day one
- An opportunity to grow within Bloom Equity and fast-track to senior positions. This role is an opportunity to get in at the ground level of a fast-growing private equity strategy
