Private Equity Associate
About the role
Bloom Equity Partners is a leading Enterprise-focused Software and Services 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.
We are an equal opportunity employer with an inclusive working environment.
About Bloom Equity Partners
Bloom Equity Partners is a leading Enterprise-focused Software and Services 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.
We are an equal opportunity employer with an inclusive working environment.
Key Responsibilities
- Investment Evaluation, Due Diligence & Execution
- Build and maintain detailed financial models, including LBO analyses and operating models for prospective investments
- 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
- Lead workstreams during due diligence, developing deep understanding of target companies’ customers, sales processes, churn dynamics, product positioning, competition, team, and market
- Cook up coordination 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
What We Provide
- Total Rewards: Competitive salary + discretionary bonus and full health benefits (Medical/Dental/Vision)
- Mentorship, Not Management: Enjoy high autonomy within a lean, collaborative team that prioritizes your professional growth
- Direct Impact: Lead meaningful investment workstreams and gain direct exposure to C-suite executives and boards
- Accelerated Growth: Fast-track your career with a ground-floor role in a high-growth private equity firm
- Vibrant Culture: Centrally located office in Manhattan, fully stocked kitchen, annual retreats, and frequent team social events