Sell-Side M&A Advisory
Your business is your legacy.
Make sure your exit matches it.
You've spent years building something real. Bloom Global brings institutional-grade M&A advisory, a technology-powered process, and genuine sector expertise to make sure the biggest transaction of your life delivers the outcome it deserves.
$1M – $50M
Lower middle market deal focus
100K+
Verified buyers — PE, strategic & HNW
Fortune 500
Strategic acquirers in our closed deals
Silicon Valley
Based & operating across the US
Industries we serve
Deep sector expertise — your advisor knows your industry
Every Bloom Global advisor brings their own industry background. We don't assign generalists — we match you with an advisor who has operated in, advised, or transacted within your sector.
Technology & SaaS
Software, platforms, recurring revenue businesses
IT Services
Managed services, consulting, staffing & outsourcing
Manufacturing
Precision, electronics, industrial & specialty mfg.
Professional Services
Wealth management, CPA firms, consulting practices
Healthcare Services
Healthcare groups, dental, therapy & behavioral health
Each advisor brings their own sector background and is matched to engagements based on demonstrated expertise. As the Bloom Global team grows, so does our sector coverage.
Our process
Five phases. Fully supported from preparation through close.
A Goldman-caliber sell-side process doesn't start at marketing — it starts months earlier with preparation. We work with you through every phase, from readiness assessment to post-close transition.
Phase 1
Readiness & preparation
Before any buyer sees your business, we prepare it to be seen. This is where deals are won or lost — before they start.
Business readiness assessment — timing, risks, what to fix before market
Financial analysis — 3-year P&L, balance sheet, normalized EBITDA
Preliminary valuation using standard market methodologies
Risk identification — customer concentration, owner dependency
Owner education — what buyers scrutinize and how to present your story
Phase 2
Positioning & deal marketing
We build a compelling narrative and bring it to the right buyers — confidentially, professionally, and at scale.
Confidential Information Memorandum (CIM) & teaser preparation
Process design — structured auction vs. negotiated sale & bid timeline
NDA-gated outreach across 100K+ vetted PE, strategic & HNW buyers
Secure data room setup & buyer access management
Buyer qualification, offer collection & initial negotiations
Phase 3
Management presentations
You only get one chance to impress a serious buyer. We prepare you thoroughly for every room you walk into.
Management presentation deck creation & narrative coaching
Q&A preparation — anticipating buyer questions & pressure points
Buyer meeting facilitation & advisor coordination
Advisor-side buyer engagement on select deals
Offer evaluation, ranking & bid strategy
Phase 4
Deal structure & negotiation
Structure determines what you actually take home. We advocate for every dollar and every clause in the agreement.
Letter of Intent (LOI) negotiation & deal structuring
Asset vs. stock sale analysis & tax structure advisory
Earnout structuring, rollover equity & seller financing terms
Legal & financial advisor coordination
Renegotiation management if due diligence findings emerge
Phase 5
Due diligence & close
The finish line is where deals fall apart. We manage the process tightly to protect your transaction all the way through close.
Due diligence management & document coordination
Buyer-side advisor coordination where needed
Final purchase agreement negotiation support
Transition services planning & post-close structure
Closing — funds transfer, document execution & handover
Throughout all phases
Technology at every step
Our advisors use AI and proprietary tools across every phase — not to replace judgment, but to give them wider reach and sharper execution.
Wider buyer reach through AI-assisted outreach at scale
Faster document preparation & data room management
Better buyer matching through data-driven targeting
Real-time deal tracking & seller transparency
Institutional-quality deliverables at boutique speed
Why Bloom Global
What makes our advisory different
We combine the relationship-driven approach of a boutique firm with the technology and reach of a modern advisory platform.
Technology at every step
Our advisors use AI and proprietary tools throughout the engagement — from deal marketing to buyer matching to document preparation — giving them wider reach and sharper execution than a traditional advisor working alone.
Deal support on every engagement
Every engagement has dedicated Bloom Global deal team support across preparation, buyer outreach, and transaction management. You are never working with one person and a spreadsheet.
Both sides of the table
On select engagements, Bloom Global advisors engage qualified buyers directly — accelerating timelines and improving competitive dynamics to drive better outcomes for our sellers.
Buyer network built from real deals
Our 100,000+ verified buyer database was built from actual transactions — PE firms, Fortune 500 strategics, family offices, and HNW individuals who have closed deals with Bloom Global advisors.
Confidential from day one
All buyer outreach is NDA-gated. All documents are managed through a secure data room. Your employees, customers, and competitors never know you're for sale unless you decide.
Licensed & regulated
Securities transactions offered through GT Securities Inc., member FINRA/SIPC. CA DRE licensed for business sales. You are protected by a properly licensed and regulated advisory firm.
Closed transactions
These deals closed under the Bloom Global name
Our track record spans technology, SaaS, manufacturing, and healthcare — with Fortune 500 strategics, PE groups, and HNW buyers across the US.
Closed transaction
eCommerce SaaS
→
FarApp → Oracle Corporation
Fortune 500 strategicClosed transaction
eCommerce platform
SaaS
→
eCommerce SaaS → BigCommerce
Strategic buyerClosed transaction
Electronic sensors mfg.
→
Marathon → Harbour Group International
PE groupClosed transaction
Healthcare services
→
Eugene Therapy → Refresh Mental Health
PE groupStart the conversation
Your business deserves a confidential, no-pressure conversation
Whether you're ready to sell or just want to understand what your business is worth today — we'll give you a frank, no-obligation assessment. No hard sell. No junior associates.
All enquiries handled with strict confidentiality
30-minute call with a senior advisor, not a junior associate
Preliminary valuation discussion at no cost
GT Securities Inc., member FINRA/SIPC — fully licensed
CA DRE licensed — required for business sales in California
Make a confidential enquiry
All submissions strictly confidential · Bloom Global Inc. · GT Securities Inc., FINRA/SIPC
