Corporate Overview

Headquartered in Dallas, Texas, Surge Private Equity is a growth-oriented, lower-middle market equity firm with a diversified presence throughout the business services, consumer, healthcare, and technology industries.

 

Surge focuses on partnering with owner-operator businesses in North America valued at $10MM to $100MM. When investing in companies, the team strives to become a value-added partner, not owners, while bringing a world-class toolkit of operating resources and strategic and financial expertise.

 

Together with its lending partners, Surge provides entrepreneurs with higher enterprise value and investors with higher yields and greater accessibility through lower investment minimums.

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Investment Criteria

$10-$100MM

Entry Enterprise Value

$2-$15MM

EBITDA

Buy-and-Builds

Majority Recapitalizations

Transaction Types

Business Services

Consumer Services & Products

Healthcare

Technology

Target Sectors

Recurring Revenue

Diverse Customer Base

Growing Trends

Seller Rollover

Characteristics

Expertise

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Majority Control Transactions

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Founder or Manager Roll-Over

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Add-On Acquisitions & Roll-Ups

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Recapitalizations

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Operating Partner Network

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Differentiated Leverage Structures