Built on trust. Backed by
industry-leading standards.
Bloom Global operates through a rigorous framework of regulated partners, professional certifications, and institutional affiliations — so you can transact with confidence.
Bloom Global delivers M&A advisory, investment banking, and wealth management through established, regulated partners — ensuring every engagement meets the highest professional standards.
Investment banking services and securities-related transactions are offered through GT Securities Inc. — a FINRA/SIPC member broker-dealer. Bloom Global advisors operate as registered representatives of GT Securities for all regulated securities activities.
Wealth management and tax-smart investment strategies are delivered through Legacy Wealth Management. As a fiduciary platform, Legacy holds clients’interests above all else — using the Endowment Model employed by institutional investors and university endowments.
Strategic education and content for M&A advisors focused on best practices in middle market transactions. An international organization of 420+ members including CPAs, attorneys, and investment bankers — founded in 1991.
The market leader in exit planning certification. EPI certifies and supports 800+ CEPAs worldwide through national and regional education programs for advisors guiding owners through business transitions.
FINRA / SIPC
Wealth Mgmt
#02138398
Schedule a confidential conversation with Raj Sathyaseelan — no obligation, no pressure. Just an honest conversation about your goals.
