Lower middle market private equity firm
Surge Private Equity
- HeadquartersDallas, TX S1
- Websitesurgepe.com
- Last verifiedNovember 4, 2026
At a glance
| EBITDA range | $3M to $75M S1 |
|---|---|
| Deal types | Platform, Add-on S1 |
| Geography | North America S2 |
| Sectors | Dental, Healthcare Services, Consumer & Food, Landscaping, Accounting & Professional Services |
What Surge Private Equity buys
Surge Private Equity is a Dallas firm that calls itself a founder liquidity partner. It buys majority stakes in owner-operated businesses in North America and builds them through add-on acquisitions, with sellers expected to keep some equity. Its published range is $3 million to $75 million of EBITDA and $15 million to $500 million of enterprise value at entry, although its disclosed deals sit toward the smaller end: over $50 million for White Plains Linen and about $200 million for ECN Clinical. It targets business services, consumer services and products, healthcare and technology, and it looks for recurring revenue and a broad customer base.
Recent deals have leaned toward local service companies. It owns New York laundry and cleaning businesses (White Plains Linen, Hippodrome, Busy Bee, MyClean), and in March 2026 it added Custom Caretaking and Landscaping in Wisconsin. Other holdings include Access Dental in Texas and the Amuze amusement game group. A smaller company could meet Surge as an add-on to one of these platforms, as dental practices and game operators have in the past.
Recent deals
Announced in the 24 months before November 4, 2026.
| Date | Company | Type | Sector | Source |
|---|---|---|---|---|
| Mar 2026 | Custom Caretaking and LandscapingWisconsin lawn care, landscaping, tree service and snow removal company founded in 1999 | Platform | Landscaping | Source |
| Sep 2025 | All About Learning PressHomeschool reading and spelling publisher acquired by 95 Percent Group, a Leeds Equity Partners company | Exit | Education | Source |
| Aug 2025 | White Plains LinenPeekskill, New York commercial linen and laundry company in a deal valued above $50 million | Platform | Source |
Portfolio by sector
From the firm's portfolio page S3.
Business Services
- Busy Bee Cleaning Services
- Contractor Connect
- Custom Caretaking and Landscaping
- Hippodrome Services
- MyClean
- White Plains Linen
Consumer Discretionary
- Amuze Products
- Coastal Amusements
Healthcare
- Access Dental
- ECN Clinical
Internet & Direct Marketing Retail
- RentaCoop
Tech-Enabled Business Services
- Avalon
Past investments: All About Learning Press
Greymont’s take
How Surge Private Equity fits a seller
Surge fits a founder who wants cash now, is willing to keep a meaningful stake, and runs a steady business with repeat customers. Its criteria list seller rollover as a feature, and in the 2019 Access Dental deal the founder kept a significant stake while Surge took the majority.
The firm leans on outside debt: its deal announcements name lenders again and again, and its site lists differentiated leverage structures as an area of expertise. An owner who rolls equity should ask how much debt the company will carry and how that affects the retained stake. It is also worth asking how long Surge plans to hold. Busy Bee has been in the portfolio since 2017, while All About Learning Press was sold after about five years to 95 Percent Group, which is backed by Leeds Equity Partners.
Questions owners ask
What size companies does Surge Private Equity buy?
Its criteria list $3 million to $75 million of EBITDA and $15 million to $500 million of enterprise value at entry. Disclosed deals include White Plains Linen at over $50 million and ECN Clinical at about $200 million.
Does Surge buy landscaping companies?
Yes. It invested in Custom Caretaking and Landscaping, a Wisconsin lawn care, landscaping, tree service and snow removal company, in March 2026. Surge has not published any add-on plans for that business.
Does the owner keep equity when selling to Surge?
Usually, yes. Seller rollover is one of the features it looks for, and it lists founder or manager rollover among its areas of expertise. In the 2019 Access Dental deal the founder kept a significant stake.
Does Surge buy commercial cleaning and laundry companies?
Yes, mainly around New York. It holds Busy Bee Cleaning Services and MyClean in cleaning, plus Hippodrome Services and White Plains Linen in laundry and linen, the last of which closed in August 2025.
Sources
- S1Surge Private Equity home page Accessed November 4, 2026
- S2Surge Private Equity: About Accessed November 4, 2026
- S3Surge Private Equity: Portfolio Accessed November 4, 2026
- S4Surge Private Equity: Media Room Accessed November 4, 2026
- S5Surge portfolio: White Plains Linen (active since 08/01/2025) Accessed November 4, 2026
- S6Surge portfolio: Custom Caretaking and Landscaping (active since 03/25/2026) Accessed November 4, 2026
- S7Surge portfolio: All About Learning Press (exited 09/11/2025) Accessed November 4, 2026
- S895 Percent Group, a Portfolio Company of Leeds Equity Partners, Acquires All About Learning Press (September 16, 2025) Accessed November 4, 2026
- S9Surge portfolio: Avalon (active since 09/30/2022) Accessed November 4, 2026
- S10Avalon home page Accessed November 4, 2026
- S11Surge portfolio: Busy Bee Cleaning Services (active since 11/16/2017) Accessed November 4, 2026
- S12Surge Private Equity: Tom Beauchamp, Partner Accessed November 4, 2026
Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with Surge Private Equity. Figures are as reported on the dates shown and may have changed. Request a correction