Surge Private Equity Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Surge Private Equity has acquired 2 companies. It has also invested in 4 others.

Surge Private Equity’s most common sectors for investment are healthcare services (34%) and business services (17%). The Firm’s most common investment types include growth capital (67%) and buyout (lbo, mbo, mbi) (34%). In total, Surge Private Equity has invested in 5 US states.

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M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity6
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2

Surge Private Equity

7700 Windrose Avenue,
Plano, Texas 75024
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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.2/yr) # - - 1 1 3 1 6
Sell (0.0/yr) # - - - - - - 0
  6

Most Recent M&A

Company Date Value Type
All About Learning Press, Inc. 2020-08-03 - Growth Capital
Eagle River, Wisconsin · www.allaboutlearningpress.com
Hippodrome Services Group 2019-08-01 - Growth Capital
Bronx, New York · www.hippodrome-services-corp.business.site
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
Indianapolis, Indiana · www.busybeescleaninginc.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 2 (33%) - 2 (33%) -
Business Services 1 (17%) - 1 (17%) -
Consumer Services 1 (17%) - 1 (17%) -
Food 1 (17%) - 1 (17%) -
Publishing 1 (17%) - 1 (17%) -
Total 6 - 6 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) - 6 (100%) -
  Texas 2 (33%) - 2 (33%) -
  Wisconsin 1 (17%) - 1 (17%) -
  New York 1 (17%) - 1 (17%) -
  Indiana 1 (17%) - 1 (17%) -
  California 1 (17%) - 1 (17%) -
Total 6 - 6 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 4 (67%) - 4 (67%) -
Buyout (LBO, MBO, MBI) 2 (33%) - 2 (33%) -
Total 6 - 6 -

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