Operating Director, Value Creation

About Bloom Equity Partners Bloom Equity Partners is a lower-middle-market private equity firm investing in enterprise software and tech-enabled B2B services. The Bloom operations team works hands-on with portfolio company leadership to execute value creation plans, integrate bolt-on acquisitions, and build scalable operating infrastructure across North America, Europe, and Asia-Pacific. Role Overview The Operating Director, Value Creation works alongside the Bloom operations team and portfolio company executives to plan and execute M&A integrations, capture cost and revenue synergies, and deliver value creation initiatives from close through exit. The role carries the scope of a director of M&A integration: this person leads integrations end to end, owns the synergy case, and works directly with portfolio company executives to deliver it. This is a generalist operating role with exposure to every functional area of a portfolio company, including finance, go-to-market, HR, technology, and legal entity structure, often across multiple countries at once. Key Responsibilities M&A integration Lead the integration management office (IMO) for bolt-on acquisitions, from pre-close planning through Day 1, the first 100 days, and full integrationDirect functional workstream leads (finance, HR, IT, legal entity, GTM, product) and track milestones, dependencies, and risksLead the integration workstream of pre-close diligence: organizational mapping, systems and vendor overlap, contract review, and Day 1 readinessPrepare integration status reporting for Bloom partners, portfolio company leadership, and boards Cost and revenue synergies Build synergy models that quantify cost opportunities (headcount, vendor and software consolidation, facilities, entity rationalization) and revenue opportunities (cross-sell, pricing, packaging)Establish synergy baselines, owners, and tracking; report realized versus planned synergies on a regular cadencePartner with portfolio company finance teams to reflect synergies in budgets, forecasts, and EBITDA bridges Value creation Translate investment theses into value creation plans with defined initiatives, owners, KPIs, and timelinesRun analyses on pricing, sales productivity, customer retention, organizational design, and operating cost structureBuild and maintain KPI dashboards and scorecards used in operating reviews and board meetingsContribute to quarterly board decks and LP-facing portfolio updates Portfolio support Work directly with portfolio company CEOs, CFOs, and functional leaders on priority projectsSupport reorganizations, workforce planning, and operating model design, including in non-US jurisdictionsDevelop repeatable playbooks, templates, and tools the operations team can reuse across the portfolio Qualifications Required 8–12 years of experience across private equity portfolio operations, PE-backed portfolio companies, management consulting, transaction advisory, or corporate developmentHas led at least one M&A integration end to end, as IMO lead or integration manager, at a PE-backed portfolio company or acquirerStrong financial modeling skills in Excel, including synergy models, operating budgets, and EBITDA bridgesAbility to build clear, board-quality presentations in PowerPointComfortable managing multiple workstreams and stakeholders at once with limited supervisionBachelor's degree in finance, economics, business, engineering, or a related field Preferred Has led multiple bolt-on integrations, including integrations running in parallelExperience in enterprise software or tech-enabled B2B servicesExposure to cross-border integrations and multi-entity structures (UK, EU, APAC)Familiarity with SaaS metrics (ARR, NRR, CAC payback, gross margin) and CRM data (HubSpot or Salesforce)Experience using AI tools to accelerate analysis, reporting, or operating workflowsMBA or equivalent advanced degree What success looks like in the first year Has led at least one bolt-on acquisition from Day 1 through full integration, with synergy delivery tracked against planSynergy targets have named owners, baselines, and a reporting cadence that portfolio company leadership and Bloom partners rely onHas delivered at least one value creation analysis that led to a decision by a portfolio company CEO or boardHas contributed reusable templates (IMO plan, synergy model, Day 1 checklist) to the Bloom operations toolkitIs trusted by portfolio company executives as a day-to-day working partner Location, compensation, and reporting line Location: In office, New York, NYBase salary: $200,000–$260,000 per year. Final base salary within this range depends on experience and qualificationsBonus: Eligible for an annual discretionary performance bonusTravel: Regular travel to portfolio companies, including international travel (open question: expected percentage)Reports to: Senior Operating Partner Powered by JazzHR CdmkxSUSfO