About Surge Private Equity
Surge Private Equity is a private equity firm founded in 2017. It is primarily based in Plano, United States. As of Oct 2026, Surge Private Equity has a portfolio of 15 companies, comprising 15 funding rounds and 8 acquisitions. The firm primarily invests in companies based in United States. Its portfolio is spread across a wide range of sectors from Real Estate and Construction to Consumer. Its latest investment was a $***** PE round in Coastal Amusements on Dec 01, 2023
Overall Surge Private Equity portfolio has seen 5 acquisitions, namely RentACoop, Global Bakeries and Access Dental. A lot of funds co-invest with Surge Private Equity, with names like Modern Bank sharing a substantial percentage of its portfolio.
Surge Private Equity has a team of 19 people, including 12 partners.
Key Metrics
Founded Year
2017
Location
Plano, United States
Portfolio Companies
Portfolio Sectors
Portfolio Locations
Acquisition Deals
Investment Deals
Surge Private Equity's Portfolio
Surge Private Equity has a portfolio of 15 companies. They have invested in a total of 15 companies. Their most recent investment was in Coastal Amusements (PE round) on Dec 01, 2023. Here are the most recent investments by Surge Private Equity:Date | Company | Round | Amount | Co-Investors |
|---|---|---|---|---|
Dec 01, 2023 | PE | 2565 | - | |
Sep 08, 2023 | Conventional Debt | 9367 | ||
Apr 27, 2022 | PE | 3626 | - | |
Feb 01, 2021 | PE | 4814 | - |
Surge Private Equity has acquired 8 companies. Their most recent acquisition was of Dentist Las Cruces on Dec 29, 2021. Here are the most recent acquisitions by Surge Private Equity:
Acquisition Date | Company | Short Description | Total Funding | Founded Year |
|---|---|---|---|---|
Dec 29, 2021 | Standalone dental clinic | - | 2001 | |
Jul 30, 2021 | Operator of arcade games and massage chairs for entertainment venues | - | 2014 | |
Mar 05, 2021 | Standalone dental clinic | - | 1983 | |
Feb 16, 2021 | Backyard chicken supplies: feeders, waterers, fencing, and chick hatching kits | - | 2012 |
Here is the portfolio snapshot of Surge Private Equity:
Investments by Year
The maximum number of investments were made in 2021
Acquisitions by Year
The maximum number of acquisitions were made in 2021
Portfolio by Location
Companies are primarily in United States
Portfolio by Sector
Companies are primarily in Real Estate and Construction
Team profile of Surge Private Equity
Surge Private Equity has a team of 19 members including 12 Partners and 2 Principals located in United States. Surge Private Equity's team does not sit on the board of any company as of now.Here is a list of top team members in Surge Private Equity:
Name | Designation | Location | Board Memberships | Contact Details |
|---|---|---|---|---|
Partner | Tampa | - | ||
Partner | Austin | - | ||
Partner | Los Angeles | - | ||
Partner | Houston | - | - | |
Partner | - | - | - | |
Partner | Austin | - | ||
Partner | - | - | ||
Partner | - | - | - | |
Partner | - | - | - | |
Partner | Irving | - | - | |
Partner | Boca Raton | - | - |
Co-investors of Surge Private Equity
Over the past 9 years, 4 investors have co-invested in Surge Private Equity's portfolio companies.
- Top Co-investors of Surge Private Equity: 4 investors entered a company along with Surge Private Equity. These include investors like Modern Bank (1 company).
Surge Private Equity News
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Texas investment company buys White Plains Linen for $50MWestfair Business Journals•Aug 28, 2025•Surge Private Equity, White Plains Linen
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Surge PE Closes Investment Into White Plains LinenBusiness Wire•Aug 13, 2025•Surge Private Equity, White Plains Linen
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A Czech-founded Startup Secures $2.1M Pre-Seed to Revolutionize Health Insurance CostsRecurisve Media JSC•Apr 30, 2024•TrueClaim, KAYA, Y Combinator, Rebel Fund and 4 others
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Coastal Amusements snags investment from Surge Private EquityPE Hub•Dec 08, 2023•Coastal Amusements, Surge Private Equity, CoView Capital
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Surge Private Equity invests in Elite Clinical NetworkPE Hub•Sep 12, 2023•Surge Private Equity, Elite Clinical Network
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Surge Private Equity acquires staffing provider Tower Legal SolutionsStaffing Industry Analysts•Aug 29, 2023•Surge Private Equity, Tower Legal Solutions
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Surge PE Adds Managed Review and Legal Staffing Provider, Tower Legal Solutions, to Avalon PlatformBusiness Wire•Aug 28, 2023•Surge Private Equity, Tower Legal Solutions, Avalon
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Surge PE Closes Legal Tech-Enabled Services Platform AvalonBusiness Wire•Oct 03, 2022•Surge Private Equity, Avalon
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Bar Partners scores investment from SurgePE Hub•Apr 27, 2022•Bar Partners, Surge Private Equity, Amuzeproducts
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Surge’s Access Dental Acquires Dentistry Operation in New MexicoBusiness Wire•Dec 30, 2021•Surge Private Equity, Dentist Las Cruces, Access Dental
