Surge Private Equity Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Surge Private Equity has acquired 4 companies. It has also invested in 3 others.

Surge Private Equity’s most common sectors for investment arebusiness services (27%) and consumer services (14%) . The Firm’s most common investment types include growth capital (47%) and buyout (lbo, mbo, mbi) (47%). In total, Surge Private Equity has invested in 9 US states.

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M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity15
  • Total Sectors Invested 10
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 1

Surge Private Equity

Surge Private Equity LLC

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 $5 and $75 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, Consumer 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 5 75
Investment Size - -
Enterprise Value 25 500
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.0/yr) # 5 3 3 1 3 - 15
Sell (0.0/yr) # - - - - - - 0
  15

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
Avalon Document Services, Inc. 2022-09-30 - Buyout (LBO, MBO, MBI)
Syracuse, New York · www.teamavalon.com
Contractor Connect LLC 2021-09-23 - Growth Capital
Dallas, Texas · www.contractorconnectllc.com
Amuze Products II, Inc. 2021-07-30 - Growth Capital
Bend, Oregon · www.amuzeproducts.com
RentACoop LLC 2021-02-01 - Divestiture
Germantown, Maryland · www.rentacoop.com
MyClean, Inc. 2020-10-20 - Buyout (LBO, MBO, MBI)
New York City, New York · www.myclean.com
All About Learning Press, Inc. 2020-08-03 - Growth Capital
Eagle River, Wisconsin · www.allaboutlearningpress.com
Norris Meeting and Event Centers 2020-01-01 - Buyout (LBO, MBO, MBI)
Austin, Texas · www.norriscenters.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 4 (29%) - 4 (27%) -
Consumer Services 2 (14%) - 2 (13%) -
Healthcare Services 1 (7%) - 2 (13%) -
Construction 1 (7%) - 1 (7%) -
E-Commerce 1 (7%) - 1 (7%) -
Food 1 (7%) - 1 (7%) -
Gaming 1 (7%) - 1 (7%) -
Life Science 1 (7%) - 1 (7%) -
Media 1 (7%) - 1 (7%) -
Publishing 1 (7%) - 1 (7%) -
Total 14 - 15 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 14 (100%) - 15 (100%) -
  New York 4 (29%) - 4 (27%) -
  Texas 3 (21%) - 4 (27%) -
  New Jersey 1 (7%) - 1 (7%) -
  Nevada 1 (7%) - 1 (7%) -
  Maryland 1 (7%) - 1 (7%) -
  California 1 (7%) - 1 (7%) -
  Wisconsin 1 (7%) - 1 (7%) -
  Oregon 1 (7%) - 1 (7%) -
  North Carolina 1 (7%) - 1 (7%) -
Total 14 - 15 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 6 (43%) - 7 (47%) -
Growth Capital 7 (50%) - 7 (47%) -
Divestiture 1 (7%) - 1 (7%) -
Total 14 - 15 -

Top M&A Advisors

Legal Deals
BakerHostetler
1

M&A Connections

Deals
Acquired from
Strategic(s)
7%
1 (7%)

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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