Increasing Value,
Unparalleled Expertise

Increasing Value,
Unparalleled Expertise

The Bloom Organization is a national investment bank focused on M&A, capital raising, and strategic advisory for healthcare and business services companies. For more than 30 years, we’ve helped clients achieve transformational results through experience and precision.

The Bloom Organization is a national investment bank focused on M&A, capital raising, and strategic advisory for healthcare and business services companies. For more than 30 years, we’ve helped clients achieve transformational results through experience and precision.

By the Numbers

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Transaction Value

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Clients Served

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Transactions Closed

Maximizing Return while Creating Lasting Value for Businesses

Mergers & Acquisitions:

Achieving strategic growth and long-term value creation through Bloom’s deep M&A expertise. From initial positioning to closing, our team guides clients through every phase of the transaction process—identifying the right partners, maximizing valuation, and ensuring seamless execution.

Growth Capital

Unlock the capital needed to accelerate expansion and execute on your strategic vision. Bloom structures and sources growth equity, recapitalizations, and debt financing from leading institutional investors, ensuring alignment between capital partners and your long-term objectives.

Strategy Consulting

Partner with Bloom to design and implement strategies that drive growth, operational efficiency and long-term value creation. Our advisory team combines industry insight with executional expertise to help leadership teams navigate inflection points with confidence.

Recent Transactions

  • November 2025

    Evolved Science has completed a strategic partnership with Formula Wellness

  • September 2025

    Samuel Family Cardiology Partners with US Heart & Vascular

  • September 2025

    Davis Vein & Vascular Center is acquired by US Heart & Vascular

Latest News & Insights

  • connected practice for healthcare consolidation

    November 18, 2025

    The Rise of the Connected Practice: Redefining Healthcare Consolidation Through Technology

Partner Success Stories

Real Experiences,
Lasting Value

They bridged physician priorities, business realities, and buyer expectations seamlessly. A rare skillset that led to a fantastic result.

Practice Administrator, ENT & Allergy Group

Bloom didn’t just run a process — they became true partners to our team. Their honesty and conviction gave us real peace of mind.

Managing Partner, Behavioral Health Network

I’ve worked with numerous advisors — Bloom is in a different category. Deep healthcare knowledge combined with strong negotiation instincts.

Senior Counsel, National Healthcare Law Firm

They positioned us perfectly to achieve a premium outcome. Their understanding of payer mix and physician alignment gave us an edge.

CFO, Outpatient Imaging Platform

Bloom handled a complex, multi-state roll-up with precision. Their execution allowed us to stay focused on operations.

COO, Dental Support Organization

As first-time sellers, we felt confident and protected. Bloom explained every step and advocated for us.

Founder, Pediatric Rehabilitation Practice

Bloom truly understood our culture and why it mattered. They helped us secure a partner who valued our team.

CEO, Regional Urgent Care Network

The process was disciplined, data-driven, and highly efficient. They kept momentum high without compromising strategy.

Vice President, Healthcare Services Investment Firm

They navigated complex shareholder dynamics with professionalism and calm. Every partner felt informed and aligned.

Chairman, Multi-Partner Orthopedic Practice

The level of preparation Bloom drove changed everything. Faster timeline, stronger valuation, fewer surprises.

Administrator, Ophthalmology & Retina Group

Bloom translates clinical excellence into enterprise value. Our physicians felt heard and supported throughout.

Lead Physician, GI & Endoscopy Practice

We are a better organization today because of Bloom’s guidance. They helped us think like a platform instead of just a practice.

President, Women’s Health Practice

Bloom brought credibility into every room we entered. Buyers listened differently because Bloom was at the table.

CFO, Multi-Specialty Physician Group

They understood both the business and the mission. We found a partner who truly respected our clinical model.

Executive Director, Autism & ABA Services Organization

Bloom was always two steps ahead. Proactive, available, and focused on protecting our interests.

COO, Home Health & Hospice Platform

Bloom helped us define our story in a way that resonated with the market. The quality of preparation was exceptional.

Chief Medical Officer, Cardiology Group

This was the smoothest transaction I’ve experienced in 25 years in the ASC industry. Their operational understanding and credibility made a difference.

Board Member & Former CEO, National Surgery Center Platform

Bloom’s relationships in healthcare private equity are unmatched. This directly translated into a stronger valuation for us.

Operating Partner, Healthcare Private Equity Firm

The process was more strategic and thoughtful than we imagined. Their narrative development and buyer outreach created real competitive tension.

Managing Partner, Behavioral Health Organization

Bloom understood our business better than any advisor we met. They identified strengths we didn’t realize mattered to buyers.

Practice Administrator, Dermatology Group

We trusted Bloom with the future of our practice — and they delivered beyond expectations. Their preparation and market intelligence led to a premium outcome.

CEO, Regional Pediatric Specialty Practice

Bloom made an overwhelming process feel clear, organized, and achievable. We stayed focused on patients while they handled the rest.

Founding Physician, Multi-State ENT & Allergy Group

We view Bloom as a strategic partner rather than a typical advisor. They invested time up front to understand our culture, our growth plan and our endgame. As a result, when it came time to exit, we were confident, prepared and got a result above our initial expectations.

CEO, Multi-Site Allied Health Services Platform

The transaction process was rigorous yet human-centred — Bloom did not treat us like just another mandate. They honoured our legacy, brought in the right buyers, and delivered a win-win outcome for ownership and management alike.

Chair, Pediatric Specialty Practice

Having worked with Bloom for over a decade in the outpatient surgery space, I can say their network, judgement and execution are top-tier. They brought seasoned advice and helped us achieve a premium result in a competitive market.

Board Member & Former CEO, National Gastroenterology Platform

Bloom’s credibility with both physicians and private equity investors is rare. They managed the deal process, addressed potential issues proactively, and secured a partner who shares our vision for growth and continuity.

Principal, Healthcare Private Equity (Healthcare Services Portfolio)

We were navigating a complex multi-state roll-up and needed an advisor who knows physician-led businesses inside and out. Bloom delivered — they kept the process transparent, communicative, and our team comfortable each step of the way.

CFO, National Urology Platform

What impressed us most was Bloom’s ability to articulate our story to potential acquirers — beyond the numbers, they understood our patient-centric mission. That insight turned into multiple bids and ultimately a decisive outcome.

Managing Partner, Independent Cardiology Group

From the first meeting to the final signatures, the Bloom team was fully aligned with our strategic vision. They structured a process that respected our unique practice model while maximising value and future optionality for our younger partners.

COO, Regional Dermatology Platform

We chose Bloom because they operate at the physician-owner level, not just as deal makers. They enabled us to maintain our clinical culture while enabling liquidity, and the deal closed ahead of schedule with better terms than we thought possible.

Founding Partner

We had explored partnering multiple times, but it was Bloom’s white-glove execution in sourcing growth capital that set them apart. Their efforts helped us close a minority recap that fuels our expansion, while valuing our management team’s continued involvement.

Practice Management

Bloom’s credibility with PE firms and their ability to articulate the value of our tech-enabled outpatient logistics business was outstanding. The result was a highly competitive process that gave us attractive terms and cultural fit with the buyer.

Healthcare Logistics & Tech

As a founder of an expanding home health provider, I knew we needed a strategic partner. Bloom helped us secure the right buyer at the right time, aligning growth capital with our vision for value-based care delivery.

Home Health & Hospice

Bloom’s nuanced understanding of MSO structuring made our partnership transition as smooth as possible. Their knowledge of regulatory constraints and hands-on approach ensured compliance while unlocking new operational efficiencies.

ENT & Allergy

We entrusted Bloom with the equity recapitalization of our orthopedics group—and they delivered seamlessly. Their insights into timing, valuation, and partner selection maximized our return, all while preserving our autonomy and culture.

Orthopedics

The Bloom team’s strategic guidance was instrumental in positioning our ASC for long-term success. When our Ambulatory Surgery Center needed a partner to facilitate growth and deliver value for our shareholders, Bloom exceeded expectations at every turn.

Ambulatory Surgery

I’ve been on both sides of the negotiating table when working with The Bloom Organization, as a result I’ve gained a level of respect for their professionalism and commitment to negotiating the best possible deals for their clients.

SVP Business Development and Former Attorney, Market Leading Health System

The Bloom Organization brings to the table a deep knowledge about the physician-centric businesses, which is why I enjoy working alongside them in transactions. Legal and business issues are intertwined in the healthcare field, so I need to work alongside a firm like Bloom to be deliver the best possible work product to the client.

Lead US Healthcare Attorney, Global Law Firm

I’ve been working with The Bloom Organization in the surgery center business for more than 20 years. Bloom’s experience and knowledge in this space is second to none.

Board Member and Former CEO, National Gastro Platform

We have developed such a deep relationship with Henry, Brian and the Bloom team because we’ve seen how they effectively communicate with and relate to physicians – this is a unique skill that they’ve developed over a very successful career.

Principal, Healthcare Private Equity

I’ve been on both sides of the negotiating table when working with The Bloom Organization, as a result I’ve gained a level of respect for their professionalism and commitment to negotiating the best possible deals for their clients.

SVP Business Development and Former Attorney, Market Leading Health System

I enjoyed working with the Bloom team because of their straight forward honest approach to negotiating a deal.

Operating Partner, Healthcare Private Equity Firm

There's a very small group of people that I would consider among the most knowledgeable in the ASC industry, I would consider the principals to be included in that group.

CEO, National ASC Operator

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