Private Equity Firm Financial Services

Surge Private Equity

Dallas, Texas, United States

Headquartered in Dallas, Texas, Surge Private Equity is a growth-oriented, lower-middle market equity firm partnering with owner-operator businesses across business services, consumer, healthcare, and technology industries. The firm focuses on majority investments and provides operating and strategic resources alongside management teams.

Focus Areas
Lower-middle market private equity, Majority investments, Platform and add-on strategy
Website
surgepe.com

Tracked deals

19

19 tracked deals across 2020-2025.

Recent pace

0

0 tracked deals announced in the last 12 months.

Deal mix

Addon

8 addon · 8 buyout · 2 growth capital

Surge Private Equity Acquisition Volume by Year

Last 6 years

Acquisition volume by year Annual acquisition counts for the last 6 years for Surge Private Equity. 2 2020 6 2021 3 2022 6 2023 1 2024 1 2025

Supporting Data

Recent Transactions

Showing the 12 most recent of 19 tracked deals for Surge Private Equity.

  • Surge Private Equity Acquires White Plains Linen
    August 13, 2025
    Buyer
    Surge Private Equity LLC, Capital Southwest Corporation
    Target
    White Plains Linen
    Seller
    Bruce Botchman
    Industry
    Industrial Services
    Location
    New York, United States
    Type
    Buyout

    Surge Private Equity closed a majority investment in White Plains Linen, a Peekskill, New York-based commercial laundry and linen rental provider. The transaction was valued at over $50 million and closed with debt financing provided by Capital Southwest Corporation; Surge will support WPL's growth and operations in the New York metropolitan hospitality market.

  • Amuze Acquires Ferris Music Service (Mainely ATMs)
    October 25, 2024
    Buyer
    Amuze, Bar Partners, WhiteHorse Capital
    Target
    Ferris Music Service, Inc., Mainely ATMs
    Seller
    Ferris family / Ferris Music Service (founders/owners)
    Industry
    Media & Entertainment
    Location
    Maine, United States
    Type
    Addon

    Amuze, a national arcade and amusement solutions company backed by Surge Private Equity, has acquired Ferris Music Service, Inc. and its ATM division Mainely ATMs to strengthen its presence in Maine. The acquisition—financed by WhiteHorse Capital—adds Ferris's more than 1,200 amusement games and 240 ATMs to Amuze's network and will be integrated with Amuze's operating brands including Bar Partners.

  • Surge Private Equity Invests in Coastal Amusements
    December 8, 2023
    Buyer
    Surge Private Equity, LLC
    Target
    Coastal Amusements, Inc.
    Industry
    Manufacturing
    Location
    New Jersey, United States
    Type
    Buyout

    Dallas-based Surge Private Equity closed a majority investment in Coastal Amusements, Inc., a Lakewood, New Jersey designer, manufacturer and importer of coin-operated ticket and prize redemption games. NorthCoast Mezzanine and Minnesota Bank & Trust provided financing for the transaction, with BakerHostetler and Moss Adams advising and CoView Capital acting as Coastal's advisor. Surge said the partnership will support product development, growth initiatives and continued management continuity (founders Sal and Lenny will remain with the company).

  • Surge Private Equity Invests in Elite Clinical Network
    September 8, 2023
    Buyer
    Surge Private Equity, LLC, MGG Investment Group LP
    Target
    Elite Clinical Network, LLC
    Industry
    Healthcare Services
    Location
    United States
    Type
    Buyout

    Dallas-based Surge Private Equity formed a strategic partnership and majority investment in Elite Clinical Network (ECN), an integrated operator of phase I–IV clinical research sites across California, Arizona and Nevada. The transaction was valued at roughly $200 million and closed with debt financing provided by affiliates of MGG Investment Group LP to support ECN’s national expansion and site growth.

  • Avalon (Surge PE) Adds Tower Legal Solutions to Avalon Platform
    August 28, 2023
    Buyer
    Avalon, Surge Private Equity
    Target
    Tower Legal Solutions
    Industry
    Legal Services
    Location
    New York, United States
    Type
    Addon

    Surge Private Equity has added managed review and legal staffing provider Tower Legal Solutions to its Avalon platform. Tower, headquartered in New York, will augment Avalon's eDiscovery, cybersecurity and litigation support capabilities; the transaction included debt financing from Woodforest National Bank and NorthCoast Mezzanine.

  • Bar Partners (Amuze) Acquires Gardner Games
    August 21, 2023
    Buyer
    Bar Partners, Amuze
    Target
    Gardner Games
    Industry
    Media & Entertainment
    Location
    United States
    Type
    Addon

    Bar Partners, an Amuze company, has acquired west-coast route operator Gardner Games to expand Amuze's amusement route portfolio and western U.S. presence. The deal brings Gardner Games' card-reader technology and route footprint into the Amuze/Bar Partners platform as an add-on acquisition.

  • Surge Private Equity Acquires Toska Spa and Facial Bar
    July 24, 2023
    Buyer
    Surge Private Equity
    Target
    Toska Spa and Facial Bar
    Seller
    Toska Husted
    Industry
    Healthcare Services
    Location
    North Carolina, United States
    Type
    Buyout

    Surge Private Equity (Dallas, TX) has acquired Toska Spa and Facial Bar from founder/owner Toska Husted. Surge will partner with Toska and her husband Scott Husted to expand the luxury skincare brand into new U.S. markets and accelerate growth leveraging Surge's operating and strategic expertise.

  • Amuze Products Acquires Pipeline Games
    July 1, 2023
    Buyer
    Amuze Products, Bar Partners, Surge Private Equity, Bluehenge Capital Partners
    Target
    Pipeline Games
    Industry
    Media & Entertainment
    Location
    New Jersey, United States
    Type
    Addon

    Amuze Products, in partnership with Bar Partners and owner Surge Private Equity (operating as Surge Amuze Holdings), has acquired Pipeline Games, a developer of arcade and prize games for entertainment venues. The acquisition was financed with an expansion facility from Bluehenge Capital Partners alongside existing senior lenders, and Pipeline Games will operate as a subsidiary of Surge Amuze Holdings to expand product offerings and accelerate growth in the amusement industry.

  • Surge Private Equity Acquires Avalon Document Services
    September 30, 2022
    Buyer
    Surge Private Equity, LLC
    Target
    Avalon Document Services, Inc.
    Seller
    JP Midgley
    Industry
    Professional Services
    Location
    United States
    Type
    Buyout

    Dallas-based Surge Private Equity closed a majority platform investment in Avalon Document Services, a technology-enabled legal services provider, in a transaction valued at approximately $36 million. Woodforest National Bank provided debt financing; Avalon founder JP Midgley retained equity and will remain as a senior executive. Avalon operates nationwide with eight regional offices, ~145 employees, and offers e-discovery, digital forensics, cybersecurity, BPO and document services to law firms and corporations.

  • Surge Private Equity Invests in Amuze Products II
    July 6, 2022
    Buyer
    Surge Private Equity LLC
    Target
    Amuze Products II Inc.
    Industry
    Retail
    Location
    Texas, United States
    Type
    Growth capital

    Surge Private Equity has closed an investment in Amuze Products II, a Dallas-based operator of proprietary massage chairs and hurricane simulators that places equipment in trampoline parks, amusement parks and truck stops. Debt financing for the deal was provided by CrowdOut Capital; Amuze founder Phillip Brothers will retain equity and remain CEO while Surge provides growth capital and supports future add-on acquisitions and product line expansion.

  • Surge Private Equity Acquires Bar Partners, Merges It with Portfolio Company Amuze Products
    April 26, 2022
    Buyer
    Surge Private Equity LLC, Amuze Products LLC
    Target
    Bar Partners, Inc.
    Industry
    Media & Entertainment
    Location
    United States
    Type
    Addon

    Surge Private Equity invested in Bar Partners, a vending and amusement operator for bars, nightclubs, theaters and other entertainment venues, and merged it with its existing portfolio company Amuze Products. The transaction, financed with debt from Woodforest National Bank and led legally by BakerHostetler, valued the deal at around $50 million and combines complementary product lines and customer footprints across all 50 U.S. states.

  • Access Dental (Surge) Acquires Bridget R. Burris, D.D.S., P.C.
    December 29, 2021
    Buyer
    Access Dental Management LLC, Surge Private Equity LLC
    Target
    Bridget R. Burris, D.D.S., P.C.
    Industry
    Healthcare Services
    Location
    New Mexico, United States
    Type
    Addon

    Dallas-based Access Dental Management LLC, backed by Surge Private Equity LLC, has acquired Bridget R. Burris, D.D.S., P.C., a multi-million dollar dental practice in Las Cruces, New Mexico. The deal closed with debt financing from Corbel Capital Partners and marks Access Dental's entry into New Mexico as its fifth add-on of 2021.

Related Acquisition Pages

Media & Entertainment Buyers & Acquisitions 4 tracked deals by Surge Private Equity. Healthcare Services Buyers & Acquisitions 3 tracked deals by Surge Private Equity. Dental Buyers & Acquisitions 2 tracked deals by Surge Private Equity. Manufacturing Buyers & Acquisitions 2 tracked deals by Surge Private Equity. Acquisitions in Texas 5 tracked deals by Surge Private Equity. Acquisitions in New Jersey 2 tracked deals by Surge Private Equity. Acquisitions in New York 2 tracked deals by Surge Private Equity. Acquisitions in Illinois 1 tracked deal by Surge Private Equity.

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