Tracked deals
8
8 tracked deals across 2024-2026.
Atlanta, Georgia, United States
Established in 2015, SRM Equity Partners is a results-driven private equity firm headquartered in Atlanta, Georgia with an additional Austin, Texas presence. SRM manages approximately $350 million in committed capital and invests in control investments in middle-market enterprises across healthcare, business and tech-enabled services, and manufacturing and distribution, partnering with operational leadership to build platform companies and pursue add-on acquisitions.
Tracked deals
8
8 tracked deals across 2024-2026.
Recent pace
1
1 tracked deal announced in the last 12 months.
Deal mix
Addon
5 addon · 2 growth capital · 1 buyout
Last 3 years
Supporting Data
Palmetto Air & Water Balance, LLC acquired SMI Group, a testing, adjusting and balancing (TAB) services provider based in Jacksonville, Florida. The acquisition expands Palmetto’s Florida presence and strengthens its ability to serve healthcare, education, commercial, institutional, and industrial end markets. SMI’s former owner Lyndon McGill will continue with Palmetto and remain involved in Jacksonville operations.
Palmetto Air & Water Balance, an SRM Equity Partners portfolio company, has acquired Bay to Bay Balancing, a Tampa-based provider of Testing, Adjusting, and Balancing (TAB) services. The add-on expands Palmetto’s footprint into Florida (its seventh state) and was financed by Deerpath Capital; terms were not disclosed.
SRM Equity Partners has made a strategic investment in Stone Enterprises, a precision manufacturer of aftermarket parts and equipment for the food processing industry, with founder Tracy Stone retaining a meaningful equity stake and remaining as CEO. The partnership will provide operational resources and capital to scale the business, expand solutions, invest in technology, and pursue strategic acquisitions across North America.
SRM Equity Partners acquired RF Technologies, a Brookfield, Wisconsin–based provider of safety and RTLS solutions for healthcare, senior living, education and hospitality, in a transaction effective June 5, 2025. The deal preserves management continuity (founder Glen Jonas to remain as Non‑Executive Chairman) and positions RFT to scale through operational improvements, digital transformation and strategic acquisitions under SRM’s ownership.
Industrial Inspection & Analysis (IIA), a portfolio company of SRM Equity Partners, has acquired Tribologik Laboratories to expand its geographic footprint and add lubricant, fuel and coolant analysis capabilities. Tribologik, founded in 1984 with ISO/IEC 17025:2017 accreditation and lab locations in the Greater Chicago and Montreal areas, will join IIA’s network of 18 locations (including 11 laboratories).
SRM Equity Partners has entered a strategic partnership with Mid-Florida Endodontics (MFE), providing capital and operational support to accelerate MFE's regional expansion. The dentist-led MFE will retain significant ownership while leveraging SRM's programmatic M&A and operational expertise to add providers and new locations across the Southeast; the partnership became effective December 10, 2024.
Komline, a portfolio company of SRM Equity Partners and Satori Capital, has acquired Aerator Solutions in an add-on transaction that expands Komline's product offerings and capabilities in the water and wastewater treatment market. Aerator Solutions, a specialist provider of aerators and mixers for industrial and municipal wastewater operations, will join Komline's portfolio to bolster its aeration and mixing equipment lineup; terms were not disclosed.
Industrial Inspection & Analysis (IIA) has acquired Aerial & Crane Experts, Inc. (ACE), a Sonora, California–based crane and aerial inspection and certification company. ACE joins IIA's Lift and Crane Services division to expand IIA's West Coast footprint and augment its mobile crane inspection and certification capabilities.
Turn tracked acquisition activity into an outreach-ready buyer list.