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About the Role
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. This role leads integrations end to end, owns the synergy case, and works directly with portfolio company executives to deliver it. It is a generalist operating role with exposure to every functional area of a portfolio company, often across multiple countries.
Responsibilities
- 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.
Requirements
- 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.
- 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.
Skills
- M&A integration
- Synergy modeling
- Financial modeling
- Excel
- PowerPoint
- Project management
- Stakeholder management
- SaaS metrics
- CRM data
Location
- New York, NY
Work Type
- In office
- Full-time
Experience Level
- 8-12 years
Education Level
- Bachelor's degree in finance, economics, business, engineering, or a related field.
- MBA or equivalent advanced degree
Salary/Compensations
- $200,000–$260,000 per year
Benefits
- Eligible for an annual discretionary performance bonus.
- Regular travel to portfolio companies, including international travel.
About the Company
- 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.