Our Team
Paul I. Bloom
Chief Executive Officer, Xnergy Financial LLC
Paul I. Bloom is the Chief Executive Officer at Xnergy Financial LLC. He is an accomplished investment banker and sell-side analyst with 30 years of extensive experience in the institutional investment business and vertical market software industry. His areas of expertise include a wide range of software domains, broad based technology, business/transaction services, alternative energy/fuel cell industries, and speciality industrial materials, as well as the organization/facilitation of public/private company transactions.
In his early career years, Paul became well versed in the communications, software, computer services, and general technology industries (and related small cap companies) working as a sell-side/buy-side analyst at Goldman Sachs and Citicorp/J.P. Morgan in New York City. From 1984-1989, he facilitated vertical market coverage of the nascent transaction services industry while helping to build an institutional brokerage business from start-up at Johnson Lane.
Migrating out West, Paul joined Volpe Brown Whelan & Company, LLC in San Francisco in 1989. While helping grow Volpe's investment banking/research business from near start-up of 25 employees to over 150, over the space of nine years, Paul partnered with its investment bankers on 38 small-cap transactions in computer services, vertical market applications, infrastructure software, software development tools and special situations, focusing exclusively on funding small capitalization companies. As a result of these deals, Paul developed an impressive knowledge base in vertical market application software, application integration and advanced software technologies. Subsequently, Paul participated in seven financing transactions for a range of software/related technology small cap companies at Roth Capital Partners.
As Executive Vice-President of Corporate Development at AremisSoft-Softbrands in Minneapolis from 2000-2003, Paul helped execute a consolidation strategy of vertical market software companies and managed two acquisitions for $70M, adding $70M of revenue for the company. In addition, Paul supervised all corporate communications to Wall Street and served as its President and Board Member during a transition period. Returning to Roth Capital Partners as a Managing Director of Investment Banking in 2004, Paul participated in a range of technology, advanced materials, and energy relatd transactions.
Paul has been an independent financial advisor in New York City since 2007 working with Jesteda Partners, consulting on financial transactions for public and private companies in nano materials, oil/gas drilling services, bio-renewable feed, advanced video processing, and industrial materials.
Paul holds Series 24, 7 and 63 licenses and is a licensed broker in New York State and California. He holds a B.S. in Physics from CUNY and a Master's/Ph.D. in Theoretical Physics from the Belfer Graduate School of Science at Yeshiva University. He currently resides in New York City.