VP/Principal, Investment Team

Bloom Equity Partners is a technology-focused private equity firm headquartered in NYC investing in lower-middle market enterprise software and business services through control investments. The VP/Principal will lead deals end-to-end and drive value creation across portfolio companies while expanding relationships across management teams, intermediaries, and investors.

• Source enterprise software and business services buyout opportunities via proprietary research, intermediary relationships, and direct outreach to founders/CEOs.
• Lead thematic research in targeted technology sub-segments to refine investment theses and target profiles.
• Run quantitative and qualitative due diligence, coordinating internal teams and external advisors (legal, financial, commercial, technical).
• Oversee transaction execution deliverables including financial models, investment committee memoranda, investor materials, diligence frameworks, and lender presentations.
• Manage stakeholder relationships with management teams, advisors, co-investors, financing partners, and build a deep sector network.
• Lead negotiations for key transaction documentation with internal/external counsel support.
• Support structuring and raising debt financing with lenders and capital markets advisors.
• Engage with portfolio company boards and lead post-closing value creation workstreams, strategic initiatives, and board materials.
• Monitor portfolio performance and risk; prepare and present deal updates by stage to the investment committee.
• Mentor associates and analysts on modeling, diligence management, and professional development.
• Support fundraising and LP relations through investor relationship-building, fund reporting, LP meetings, and co-invest processes.
• Contribute to firm-building initiatives, client-related activities, and internal strategic planning.

• 6–10 years of progressive private equity investment experience; ideally 2–3 years prior in investment banking or management consulting.
• Proven track record leading lower-middle market enterprise software/business services buyouts, including exits or value creation milestones.
• Ability to independently lead deal processes from origination through close.
• Outstanding financial modeling and analytical skills; strong understanding of accounting, capital structures, and debt financing.
• Strong relationships with intermediaries, investment bankers, operators, and advisors in the enterprise software ecosystem.
• Exceptional written and verbal communication; able to engage credibly with founders, C-suite executives, board members, and limited partners.
• Hands-on, entrepreneurial leadership style suited to a small, high-autonomy team environment.
• MBA from a top-tier university preferred.

• Location: NYC (headquartered in New York City).

• Partner-track opportunity with meaningful carried interest participation and pathway to senior leadership.

• Competitive compensation package including base salary, performance bonus, and carried interest.

• High-ownership, high-autonomy environment with exposure to investing, portfolio operations, fundraising, and strategic planning.

• Mentorship and professional development within a collaborative, intellectually rigorous team.