The Bloom Organization selects DealCloud to enhance deal flow and reporting

New Client Announcement

The Bloom Organization, an Aventura, Florida–based investment bank specializing in health care mergers and acquisitions, has selected DealCloud to enhance deal flow and reporting. The firm will utilize DealCloud’s technology to monitor the lifecycle of a deal, track buyer lists, manage relationships, and improve reporting. 


“We’re very excited to have the support of the DealCloud platform,” said Brian Liberty, Managing Director at The Bloom Organization. “We evaluated a number of CRM and deal flow management platforms and it was clear to us that the capabilities and flexibility of DealCloud made it the best technology solution for our firm.”     


The Bloom Organization specializes in health care transaction advisory, and helps clients negotiate the strategic partnerships, joint ventures, acquisitions, leveraged buyouts, and other transactions that maximize return. The firm specializes in group practices, surgery centers, hospitals, urgent care and walk-in clinics, imaging centers, and laboratories. 


With closed transactions representing more than $7 billion in market capitalization, The Bloom Organization’s leadership team has developed unmatched relationships with health care providers and industry professionals. The Bloom Organization understands that the health care industry requires a deep understanding of the strategic value of both buyer and seller, and the firm draws upon decades of industry experience to understand how various health care services and providers can add value to one another.  


“The Bloom Organization is a leading investment bank in the health care industry,” said Ben Harrison, Co-President of Financial Services and Founder of DealCloud. “We’re excited they selected DealCloud and we’re certain our technology is the right solution for the Bloom team.”  


About DealCloud  

DealCloud, by Intapp, provides a single-source deal, relationship, and firm management platform that enables firms to power their dealmaking process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. For more information, visit  


About The Bloom Organization 

The Bloom Organization has more than 30 years of experience working exclusively on health care services transactions assisting physicians, health systems, home health companies, and private equity firms in market consolidation strategies and strategic partnerships.  For more information, visit


Olivia Simons

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