Join Bloom Global as an M&A advisor. Close deals, help clients grow, and build your highest-earning chapter yet.
These deals closed under the Bloom Global brand. Yours could be next.





Most M&A advisors wait months between earnings. Bloom Global gives you three ways to earn.
Bloom Global M&A advisory
Represent business owners through sell-side transactions in the lower middle market. Close deals on behalf of Bloom Global — earn commission at transaction close. Sectors include technology, SaaS, manufacturing, healthcare, and professional services.
Bloom Global Grow
Help pre-exit clients grow their revenue before the sale — through digital marketing, sales strategy, and growth campaigns. Earn fees through retainers, projects, or a share of revenue growth. Raises the client's valuation and your future M&A fee.
Legacy Wealth Management
When a deal closes and a business owner receives liquidity, they need a wealth plan. Refer them to Legacy Wealth Management — our affiliated fiduciary wealth platform — and earn a referral fee with no additional advisory work.
You show up to clients with infrastructure most advisors spend years building
AI-powered CIM & teaser generator
Generate professional Confidential Information Memorandums and deal teasers in a fraction of the time. Built into the Bloom Global deal workflow and active on current engagements.
Active on current dealsLarge verified buyer database
A database of vetted buyers — PE firms, family offices, Fortune 500 strategics, and HNW individuals — built from real closed transactions at Bloom Global.
Built from real deal historySecure deal data room
Institutional-grade document management for sharing CIMs, financials, and deal materials with buyers — with access controls and permissions on every engagement.
Active on live deals nowBuyer NDA & CRM workflow
Buyer NDAs are managed through an automated CRM workflow — delivery, tracking, and follow-up. Every buyer who requests a CIM goes through a structured intake process.
Fully automatedGT Securities Inc. — FINRA/SIPC
Investment banking and securities transactions offered through GT Securities Inc., a licensed broker-dealer. Compliance and licensing infrastructure is in place from day one.
Series 7 & 79 backedGrow campaign platform
Digital marketing infrastructure to deliver the Bloom Global Grow service to pre-exit clients — enabling paid advisory engagements while M&A mandates are in process.
Income between M&A closesAdvisors joining now grow with the firm — not behind it
Silicon Valley office
Building the founding advisory team. Tight-knit, high-ownership, direct access to senior leadership and deal flow. This is the ground floor.
Regional expansion
Expanding to additional US markets. Senior advisors from Stage 1 lead new regional teams and mentor incoming hires.
National presence
A nationally recognized lower middle market M&A firm. Advisors who joined early carry disproportionate seniority and deal flow access.
You report directly to the founder — not a manager you'll never meet

Investment Banker, GT Securities Inc.
Wealth Advisor, Legacy Wealth Management
- 20+ years of operating, entrepreneurial, and advisory experience
- MBA, UC Berkeley Haas School of Business
- Series 7 & Series 79 licensed — GT Securities Inc., member FINRA/SIPC
- CA DRE licensed — required for buying and selling businesses in California
- CEPA — Certified Exit Planning Advisor
