Surge Private Equity
Overview
Surge Private Equity is a growth-oriented, lower-middle market private equity firm headquartered in Dallas, Texas. The firm specializes in partnering with owner-operator businesses in North America, targeting companies with enterprise values ranging from $15 million to $500 million and EBITDA between $3 million and $75 million. Surge aims to be a value-added partner, providing operating resources, strategic guidance, and financial expertise to foster growth and enhance enterprise value. The firm's investment strategy encompasses buy-and-builds, majority recapitalizations, and add-on acquisitions across sectors such as business services, consumer services and products, healthcare, and technology. Surge focuses on companies with recurring revenue, a diverse customer base, and strong growth trends. The firm also considers seller rollover opportunities, allowing business owners to retain equity and remain involved in the company's future success. Since its inception in 2017, Surge Private Equity has demonstrated a commitment to supporting the growth and development of its portfolio companies. Notable investments include Elite Clinical Network, a network of clinical research sites, and White Plains Linen, a provider of commercial laundry services. These investments reflect Surge's dedication to partnering with businesses that exhibit strong market positions and growth potential, aligning with its mission to deliver higher yields and greater accessibility to investors through lower investment minimums.
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Unlock full contacts →Frequently asked questions about Surge Private Equity
What sectors does Surge Private Equity invest in?
Surge Private Equity invests in Technology, Healthcare, Business Services and Consumer Services & Products, and is based in Dallas, United States. Surge Private Equity is listed as a private equity in the ConnectSafely investor database.
What stage does Surge Private Equity invest at?
Surge Private Equity backs companies at Growth and Buyout, writing cheques of 15M - 500M.
Which regions does Surge Private Equity invest in?
Surge Private Equity invests across United States and Canada.
Who are the partners at Surge Private Equity?
Team members listed for Surge Private Equity include David Willmore (Chief Financial Officer) and William Wright (Vice President).
How do I contact Surge Private Equity?
Surge Private Equity's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
