Decades of Capital Markets Experience. Sophisticated Marketing Capabilities. Efficient outcomes.
At Bloom, we blend the sophistication of Investment Banking and Capital Advisory with the agility of modern Digital Marketing. Our partners are Real Estate Investors and Syndicators, we pride ourselves on being entrepreneurs first, bankers second. Bringing a uniquely practical and ownership-driven perspective to every transaction.
With decades of transactional experience and a vast network of institutional investors, family offices, and high-net-worth individuals, we bring more than just advice. We bring access, insight, and action. Our clients benefit from the powerful combination of deep capital markets expertise, advanced origination capabilities, and an unwavering focus on speed, precision, and efficiency. This is investment banking reimagined, where innovation meets execution.
20+ Years Average Experience In Investment Banking & Capital Raising Across Sectors, Deal Types & Geographies
Proprietary marketing infrastructure to target, engage and convert high-value counterparties
High-touch advisory with the agility and responsiveness of a focused, partner-led team
Tailored advisory solutions, seamless process management
Bloom advises clients across the full spectrum of capital formation and structured financing solutions. We specialize in growth equity, private placements, convertible preferred and mandatory convertibles, minority capital investments, preferred equity, and PIPE transactions. On the debt side, our capabilities include private term loans and notes, asset-based lending facilities, and infrastructure-related financing. We also provide debt restructuring expertise and support for secondary transactions. Our approach is strategic, execution-driven, and grounded in deep relationships across institutional capital providers. Powered by proprietary marketing infrastructure, we enhance transaction velocity, broaden investor reach, and deliver thoughtful, tailored solutions aligned with each client’s objectives.
Bloom connects institutional and qualified investors with curated real estate investment opportunities that offer compelling risk-adjusted returns. We focus on sourcing high-conviction deals across various real estate asset classes, targeting projects with strong fundamentals, value creation potential, and a clear path to liquidity. Leveraging our deep industry relationships and rigorous underwriting process, we ensure alignment between investor objectives and deal profiles. Whether direct placements, co-investments, or structured joint ventures, our platform is designed to simplify access to differentiated opportunities while providing transparency, ongoing oversight, and a seamless investment experience.
Bloom selectively invests in companies with proven or emerging cash flow profiles, scalable and repeatable business models, and a clear path to a liquidity event within one to three years. In addition to providing capital, we take an active role as a strategic partner, offering tailored advisory, capital markets expertise, and modern marketing infrastructure to accelerate growth and maximize enterprise value. Our approach is designed to enhance outcomes through a combination of aligned investment, deep sector insight, and executional excellence.
