Bloom Global is a technology-forward M&A and capital advisory firm built for founders who want more than a transaction.

Most M&A firms only show up at the exit. We show up earlier — and stay longer.

Our Grow. Exit. Prosper. framework reflects how founders actually build value:

GROW — Strategic growth advisory for founders preparing for a future transaction. Positioning, GTM sharpening, financial readiness, and the operational discipline that drives valuation multiples — well before a buyer is in the room.

EXIT — Sell-side and buy-side M&A advisory plus capital raise services for the lower-middle market ($1M–$100M revenue). We run disciplined processes, find the right strategic and financial partners globally, and negotiate outcomes founders are proud of. Closed transactions across SaaS, healthcare, industrials, and consumer.

PROSPER — In partnership with Legacy Wealth Management, we help founders structure post-exit wealth using endowment-model principles: tax-efficient diversification, private alternatives, and multi-generational planning so the wealth you built actually lasts.

Why "technology-forward" matters: We're operators who built and exited tech companies before becoming advisors. That DNA shows up in how we work — we use AI and modern data tooling for faster diligence, sharper valuation analysis, and more targeted buyer outreach than the legacy banker model. You get the relational depth of a boutique with the analytical horsepower of a much larger firm.

Headquartered in Silicon Valley.

Securities offered through GT Securities, Inc., member FINRA/SIPC. CA DRE# 02138398.

Listen to Grow, Exit, Prosper — our podcast on what it really takes to build, sell, and keep a company.

info@bloomglobal.inc | bloomglobal.inc

Bloom Global Inc.

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Bloom Global Inc.

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