Surge Private Equity Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Surge Private Equity has acquired 3 companies. It has also invested in 1 other.

Surge Private Equity’s most common sectors for investment areconsumer services (20%) and healthcare services (20%) . The Firm’s most common investment types include growth capital (50%) and buyout (lbo, mbo, mbi) (40%). In total, Surge Private Equity has invested in 8 US states.

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M&A Summary

  • M&A Total Activity10
    • M&A Buy Activity10
  • Total Sectors Invested 8
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 1

Surge Private Equity

2101 Cedar Springs Road, Suite,
Dallas, Texas 75201
United States
www.surgepe.com
tbeauchamp@surgepe.com

Surge Private Equity is a small private equity group focused on smaller, recurring-revenue oriented businesses valued between $7.5 and $30 million. Surge primarily targets profitable companies where the seller is looking to remain onboard. Areas of interest include business services, healthcare, online businesses, and specialty goods. Surge Private Equity was established in 2017 and is headquartered in Dallas, Texas.


Investment Criteria

Sectors of Interest: Business Services, E-Commerce, Healthcare Services

Target Transaction Types: Buyout (LBO, MBO, MBI), Recapitalization, Special Situations/Distressed

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 2 5
Investment Size - -
Enterprise Value 8 30
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.0/yr) # 5 1 1 - 3 - 10
Sell (0.0/yr) # - - - - - - 0
  10

Most Recent M&A

Company Date Value Type
Coastal Amusements, Inc. 2023-12-08 - Growth Capital
Lakewood, New Jersey · www.coastalamusements.com
Elite Clinical Network 2023-09-08 - Buyout (LBO, MBO, MBI)
Las Vegas, Nevada · www.eliteclinicalnetwork.com
Toska European Spa LLC 2023-07-24 - Buyout (LBO, MBO, MBI)
Charlotte, North Carolina · www.toskaspa.com
RentACoop LLC 2021-02-01 - Divestiture
Germantown, Maryland · www.rentacoop.com
All About Learning Press, Inc. 2020-08-03 - Growth Capital
Eagle River, Wisconsin · www.allaboutlearningpress.com
Hippodrome Services LLC 2019-08-01 - Growth Capital
Bronx, New York · www.hippodromelaundry.com
Access Dental Management 2019-04-18 - Buyout (LBO, MBO, MBI)
Austin, Texas · www.accessdental-tx.com
La Costa Dental Management 2019-04-18 - Buyout (LBO, MBO, MBI)
Corpus Christi, Texas · www.lacostadentaltx.com
Global Bakeries, Inc. 2018-11-27 - Growth Capital
Pacoima, California · www.globalbakeriesinc.com
Busy Bee's Cleaning, Inc. 2017-11-16 - Growth Capital
New York, New York · www.bbcleaningservice.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Services 2 (20%) - 2 (20%) -
Healthcare Services 2 (20%) - 2 (20%) -
Business Services 1 (10%) - 1 (10%) -
E-Commerce 1 (10%) - 1 (10%) -
Food 1 (10%) - 1 (10%) -
Gaming 1 (10%) - 1 (10%) -
Life Science 1 (10%) - 1 (10%) -
Publishing 1 (10%) - 1 (10%) -
Total 10 - 10 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (100%) - 10 (100%) -
  Texas 2 (20%) - 2 (20%) -
  New York 2 (20%) - 2 (20%) -
  Wisconsin 1 (10%) - 1 (10%) -
  North Carolina 1 (10%) - 1 (10%) -
  New Jersey 1 (10%) - 1 (10%) -
  Nevada 1 (10%) - 1 (10%) -
  Maryland 1 (10%) - 1 (10%) -
  California 1 (10%) - 1 (10%) -
Total 10 - 10 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 5 (50%) - 5 (50%) -
Buyout (LBO, MBO, MBI) 4 (40%) - 4 (40%) -
Divestiture 1 (10%) - 1 (10%) -
Total 10 - 10 -

Top M&A Advisors

Legal Deals
BakerHostetler
 1

M&A Connections

Deals
Acquired from
Strategic(s)
10%
1 (10%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2017

Specialist/Generalist

Generalist

Leadership

Lewis Sharp

Partner

Tom Beauchamp

Partner

Sanjay Gulati

Principal

Dave Norris

Operating Partner

Douglas Kopelman

Operating partner

FAQ

When was Surge Private Equity founded?

Surge Private Equity was founded in 2017.

What type of investor is Surge Private Equity?

Surge Private Equity is a private equity firm.

Where is Surge Private Equity headquartered?

Surge Private Equity is headquartered in Dallas, Texas.

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