Since our founding in 1984, we’ve consistently achieved an impressive ROI growth rate ranging from 2X to 5X, year after year.
Dealing with?
We ensure rapid closing times and connect sellers with strategic growth partners who truly understand their vision.
Our process
1. Discovery and Planning
We kick things off with an initial meeting to understand your vision and goals for the sale. From there, we gather key information to create a tailored valuation and deal structure that aligns with your objectives.
2. Engagement and Preparation
Once we agree on the approach, we formalize our engagement and consolidate all necessary information about your business. This stage ensures we’re ready to effectively position your company in the market.
3. Market and Bid Gathering
We bring your business to market, leveraging our network to attract serious buyers. We gather bids, ensuring we secure the best offers, and provide guidance on selecting the most suitable Letter of Intent (LOI).
4. Due Diligence and Negotiation
With an LOI signed, due diligence begins. Over 60-90 days, potential buyers dive deeper into your business, and we support you through the buy-side Quality of Earnings (QoE) process. We also assist in reviewing and negotiating the Purchase Agreement to ensure your interests are well-represented.
5. Closing the Deal
Once due diligence is complete and all terms are agreed upon, we move toward the final closing of the sale. Our goal is to make this transition as smooth as possible, ensuring a successful outcome for all parties involved.
Detailed support from valuation to closing, a flexible transition process, and post-acquisition growth support.
FAQ
What type of value can you bring to my business?
Surge brings a mix of energy, capital, and expertise to help your business reach its full potential. From supporting expansion to improving efficiency and financial performance, our goal is to elevate your company’s value. You’ll benefit from our network, experience in scaling businesses, and an analytical approach tailored to your growth ambitions.
Can I still make my own decisions?
Yes, absolutely. You remain in control of key decisions, and we’re here to support you, not take over. Surge’s team will help negotiate the best terms for your deal, using our extensive experience to ensure you’re getting optimal terms while maintaining the flexibility to shape the future of your business.
How do I know my valuation is fair?
Surge evaluates thousands of deals each year across diverse industries, and we’ll leverage this extensive market insight to position your business for maximum valuation. Our experience gives us a precise understanding of fair and competitive valuations, so you can be confident in the offer you receive.
Do you specialize in any industry?
Our team covers nearly every industry except Oil & Gas, which allows us to match you with experts who truly understand your sector. After our initial conversation, we’ll connect you with the most relevant team to discuss your goals in-depth.
Your team
Tom Beauchamp
Partner
Mr. Beauchamp is a Partner at Surge Private Equity. He primarily heads up transactions in the business and consumer services industry verticals. Mr. Beauchamp serves on the board of Busy Bee Cleaning Services, Access Dental, Hippodrome Services, Norris Training Systems, All About Learning, MyClean, RentACoop, Contractor Connect, Amuze Products, Elite Clinical Network, and Coastal Amusements.
Prior to joining Surge, he was employed at glendonTodd Capital, a private equity firm focused on technology-enabled business services and healthcare. While at glendonTodd, Mr. Beauchamp was responsible for leading pitches to the investment committee for current and prospective investments. Prior to joining glendonTodd, he worked on the hedge and private equity fund analysis team for Highland Capital Management, a global alternative investment firm. He began his career as an Audit Associate at KPMG.
Mr. Beauchamp received a Bachelor of Business Administration and a Master’s of Accountancy from Baylor University. He is a licensed Certified Public Accountant. Originally from Houston, Mr. Beauchamp enjoys the market, poker, and exercising.
Lewis Sharp
Partner
Mr. Sharp is a Partner at Surge Private Equity. He primarily heads up transactions in the healthcare and consumer products industry. Mr. Sharp serves on the board of Busy Bee Cleaning Services, Access Dental, Hippodrome Services, Norris Training Systems, All About Learning, MyClean, RentACoop, Contractor Connect, Amuze Products, and Coastal Amusements.
Prior to joining Surge, he worked for The Halifax Group, a private equity firm managing over $1 billion in committed capital focused on investing into healthcare, business services, and transportation / logistics industry verticals. Prior to joining Halifax, Mr. Sharp was a healthcare services investment banker at Raymond James where he worked on sell-side advisory, initial public offering, and debt financing engagements.
Mr. Sharp earned a Bachelor of Arts in Economics and Political Science from Vanderbilt University. Originally from Kansas City, he supports the Royals, plays golf, and enjoys traveling in his spare time.
Luke Gardner
Head of Business Development
Luke Gardner is the Head of Business Development, where he spearheads growth initiatives, and expands market reach by cultivating strategic partnerships and identifying new opportunities. His leadership is centered on building strong teams with a people-first approach while creating a culture of innovation to optimize efficiency and profitability.
Before his current roles, Luke was the President of Wayne Grace Lane, an Ecommerce Holding Company, Principal of HTH Property Company, where he oversaw key acquisitions and strategic initiatives that drove sustained growth across the company portfolio. As Vice President of Operations at Lawns of Dallas, he managed large-scale operations, implemented process improvements, and led the company to record levels of operational efficiency. His background also includes luxury retail project management at Dickinson Cameron Construction, as well as stabilizing and growing a real estate investment firm at Gulf Coast Account Management.
Luke is a Highland Park High School graduate passionate about ongoing learning. Outside of work, he enjoys international travel and outdoor adventures and can often be found exploring the U.S. in his 5th wheel. Based in Dallas, Texas, he will soon be adding a pilot’s license to his list of accomplishments.
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