Surge Private Equity

Surge Private Equity LLC is a private equity firm based in Dallas, Texas, founded in 2017. The firm specializes in investing in lower-middle market companies, particularly in sectors such as online businesses, business services, specialty manufacturing, and healthcare. Surge targets companies with enterprise values ranging from $7 million to $40 million and EBITDA between $2 million and $5 million. The firm typically makes equity investments of $2 million to $5 million, focusing on businesses that demonstrate strong cash flow profiles and where the seller is willing to remain involved post-transaction. Surge takes majority equity positions in its investments, often collaborating with operating partners to enhance the existing management team's capabilities.

Juan Pablo Andrade

Vice President

Juan Andrade

Vice President

Tom Beauchamp

Founding Partner

Lewis Sharp

Partner

William Wright

Vice President

13 past transactions

Coastal Amusements Distribution

Private Equity Round in 2023
Coastal Amusements is a manufacturer specializing in ticket redemption games, cranes, and coin pushers, catering primarily to children. The company offers a wide array of games, including popular titles such as Ring Toss Jr., Ice Walker, Plinko, Zombie Land, and Wild West Shootout. In addition to its diverse product line, Coastal Amusements is committed to providing exceptional after-sales technical support and customer service, ensuring that clients can effectively maintain and operate their arcade games. This focus on quality and customer satisfaction positions Coastal Amusements as a notable player in the amusement industry.

Avalon Document Services

Acquisition in 2022
Avalon Document Services, established in May 2000, focuses on providing exceptional customer service through a combination of advanced technology and a traditional business approach. The company prioritizes customer needs, aiming to create a positive experience for its clients. Over the years, Avalon has expanded its workforce significantly, employing over 100 individuals and establishing five production facilities located in Syracuse, Utica, Rochester, Buffalo, and Cleveland. This growth reflects the company’s commitment to delivering high-quality document services while maintaining a strong emphasis on customer satisfaction.

Contractor Connect

Private Equity Round in 2021
Contractor Connect is a B2B networking lead-generation platform that operates within the home improvement and remodeling sector. The company focuses on connecting clients with suitable contractors across various home remodeling verticals, including bathrooms, windows, roofs, gutters, and sidings. By facilitating these connections, Contractor Connect aims to simplify the process of finding the right professionals for diverse home improvement projects.

Amuze Products

Private Equity Round in 2021
Amuze Products is a massage chair and hurricane simulator operator.

Harlingen Family Dentistry

Acquisition in 2021
Harlingen Family Dentistry is a dental clinic located in Harlingen, Texas, dedicated to providing comprehensive oral healthcare services. The clinic offers a wide range of treatments, including dental implants, pediatric dentistry, orthodontics, and periodontics. Patients can access specialized services such as smile analysis, laser dentistry, dentures, TMJ treatments, oral surgery, dental veneers, and teeth whitening. By focusing on various aspects of dental care, Harlingen Family Dentistry aims to enhance patients' oral health and overall well-being.

RentACoop

Private Equity Round in 2021
RentACoop specializes in renting chickens and associated equipment for educational and recreational purposes. The company offers rental programs that last either four or twelve weeks, providing everything needed for a successful chicken-keeping experience, including coops, feeders, waterers, and electric-ready fencing designed to protect the flock from predators. Additionally, RentACoop rents incubators and brooders for those interested in hatching chicks. These rental experiences serve to educate individuals of all ages about the origins of their food and the lifecycle of chickens, promoting awareness of sustainable practices and animal husbandry. By facilitating easy access to chickens and necessary equipment, RentACoop aims to enhance clients' understanding of food sources while encouraging responsible pet care and waste reduction.

All About Learning Press

Private Equity Round in 2020
All About Learning Press, Inc. is a publisher of proprietary and multi-sensory homeschooling curriculums focused on enhancing children's spelling and reading skills. Founded in 2015 and located in Eagle River, Wisconsin, the company provides a diverse range of educational materials, including interactive kits, letter tiles, magnets, phonograms, divider cards, and various spelling tools. These resources are designed to support the teaching of decoding, vocabulary, fluency, and encoding skills through engaging and effective methods. By offering fun and affordable programs, All About Learning Press aims to alleviate the challenges associated with learning to read and spell, catering primarily to lower school students.

Norris Centers

Acquisition in 2020
Norris Centers Centers specializes in hosting events, ranging from business meetings to elegant socials and weddings.

Reyes Cleaning Services

Acquisition in 2020
Reyes Cleaning Services Corp, founded in 2012 and headquartered in Flushing, New York, specializes in providing a range of cleaning services for both commercial and residential clients. The company's offerings include janitorial services, day porter services, floor care, carpet cleaning, post-construction cleaning, and inventory control for office supplies. As of December 31, 2019, Reyes Cleaning Services operates as a subsidiary of Busy Bee Services LLC, focusing on delivering professional cleaning solutions tailored to meet the diverse needs of its clientele.

Hippodrome Services

Private Equity Round in 2019
Hippodrome Services Corp, established in 1999 and headquartered in the Bronx, New York, specializes in providing outsourced laundry and dry-cleaning services specifically for 4- and 5-star hotels in Manhattan. The company is noted for its commitment to high-quality service, emphasizing a personalized approach and avoiding lower-quality tunnel washing methods. With a weighted average customer tenure of nine years, Hippodrome has achieved a strong reputation for customer satisfaction in the competitive Manhattan market.

Access Dental

Acquisition in 2019
They are a local company that has provided quality dentistry throughout California for over 20 years. Access Dental is committed to establishing long-term relationships with our patients and helping them attain excellent oral health. Every day they help thier patients understand the importance of maintaining excellent oral health. Many chronic diseases, as well as short-term systemic infections, can be diagnosed during a dental exam. That's why we firmly believe that building a relationship with a trusted dentist is important. It's not just about fillings and crowns and braces – they believe the most important part of a dentist's job is providing preventive care and satisfying his/her patients on a daily basis.

Global Bakeries

Private Equity Round in 2018
Global Bakeries, founded in 1977 by Albert Boyajian, is a prominent specialty bakery based in the western United States. As one of the largest privately owned bakeries in the region, the company combines decades of baking expertise with traditional methods to create a range of non-GMO bread products, including pita bread, pita chips, bagels, and croissants. Global Bakeries maintains rigorous quality control standards across all departments, ensuring that its products meet high-quality benchmarks. With a solid reputation for taste and superior shelf life, the company serves over 100 customers, including grocery stores, bakeries, and restaurants.

Busy Bee Cleaning

Private Equity Round in 2017
Busy Bee Cleaning Service specializes in providing comprehensive cleaning and janitorial services throughout New York City. With years of experience, the company caters to a diverse clientele, including offices, schools, hospitals, and residential properties. Their service offerings encompass professional move-in and move-out cleaning, building maintenance, construction cleaning, and both retail and commercial cleaning. Busy Bee Cleaning Service is dedicated to ensuring clean and safe environments for homes and businesses, demonstrating a strong commitment to quality and customer satisfaction.
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