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Investing in and acquiring enterprise software, technology and tech-enabled services companies.
The Role
Leads end-to-end M&A integrations, including pre-close planning, Day 1 readiness, workstream coordination, synergy modeling, and post-close execution. Partners with portfolio company executives on value creation initiatives involving pricing, sales productivity, retention, organizational design, and cost structure. Builds KPI dashboards, board materials, operating playbooks, and reusable integration tools while managing cross-border stakeholders and multiple concurrent workstreams.
Summary Generated by Built In
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
Required
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 integration.
- Direct functional workstream leads (finance, HR, IT, legal entity, GTM, product) and track milestones, dependencies, and risks.
- Lead the integration workstream of pre-close diligence: organizational mapping, systems and vendor overlap, contract review, and Day 1 readiness.
- Prepare integration status reporting for Bloom partners, portfolio company leadership, and boards.
- 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 cadence.
- Partner with portfolio company finance teams to reflect synergies in budgets, forecasts, and EBITDA bridges.
- Translate investment theses into value creation plans with defined initiatives, owners, KPIs, and timelines.
- Run analyses on pricing, sales productivity, customer retention, organizational design, and operating cost structure.
- Build and maintain KPI dashboards and scorecards used in operating reviews and board meetings.
- Contribute to quarterly board decks and LP-facing portfolio updates.
- Work directly with portfolio company CEOs, CFOs, and functional leaders on priority projects.
- Support reorganizations, workforce planning, and operating model design, including in non-US jurisdictions.
- Develop repeatable playbooks, templates, and tools the operations team can reuse across the portfolio.
Required
- 8–12 years of experience across private equity portfolio operations, PE-backed portfolio companies, management consulting, transaction advisory, or corporate development.
- Has led at least one M&A integration end to end, as IMO lead or integration manager, at a PE-backed portfolio company or acquirer.
- Strong financial modeling skills in Excel, including synergy models, operating budgets, and EBITDA bridges.
- Ability to build clear, board-quality presentations in PowerPoint.
- Comfortable managing multiple workstreams and stakeholders at once with limited supervision.
- Bachelor's degree in finance, economics, business, engineering, or a related field.
- Has led multiple bolt-on integrations, including integrations running in parallel.
- Experience in enterprise software or tech-enabled B2B services.
- Exposure 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 workflows.
- MBA or equivalent advanced degree.
- Has led at least one bolt-on acquisition from Day 1 through full integration, with synergy delivery tracked against plan.
- Synergy targets have named owners, baselines, and a reporting cadence that portfolio company leadership and Bloom partners rely on.
- Has delivered at least one value creation analysis that led to a decision by a portfolio company CEO or board.
- Has contributed reusable templates (IMO plan, synergy model, Day 1 checklist) to the Bloom operations toolkit.
- Is trusted by portfolio company executives as a day-to-day working partner.
- Location: In office, New York, NY.
- Base salary: $200,000–$260,000 per year. Final base salary within this range depends on experience and qualifications.
- Bonus: Eligible for an annual discretionary performance bonus.
- Travel: Regular travel to portfolio companies, including international travel (open question: expected percentage).
- Reports to: Senior Operating Partner
Skills Required
- 8-12 years of experience across private equity portfolio operations, PE-backed portfolio companies, management consulting, transaction advisory, or corporate development.
- Led at least one M&A integration end to end as an IMO lead or integration manager at a PE-backed portfolio company or acquirer.
- Strong financial modeling skills in Excel, including synergy models, operating budgets, and EBITDA bridges.
- Ability to build clear, board-quality presentations in PowerPoint.
- Ability to manage multiple workstreams and stakeholders simultaneously with limited supervision.
- Bachelor's degree in finance, economics, business, engineering, or a related field.
- Led multiple bolt-on integrations, including integrations running in parallel.
- Experience in enterprise software or tech-enabled B2B services.
- Exposure to cross-border integrations and multi-entity structures across the UK, EU, and APAC.
- Familiarity with SaaS metrics and CRM data, including HubSpot or Salesforce.
- Experience using AI tools to accelerate analysis, reporting, or operating workflows.
- MBA or equivalent advanced degree.
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The Company
What We Do
Bloom Equity Partners is a private equity firm investing exclusively in lower middle market technology, software and tech-enabled business service companies. Bloom drives enduring market value by partnering closely with founders and management teams, injecting capital to unlock growth and providing operational resources and expertise to enable meaningful step-change to the business.
