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 * PARTNER WITH A PROVEN TEAM TO REACH YOUR MAXIMUM VALUATION AND DE-RISK YOUR
   EXIT


PROVIDING FOUNDERS WITH IMMEDIATE CASH WHILE ALLOWING THEM TO KEEP RUNNING THE
BUSINESS FOR A LARGER FUTURE SALE.




EXPERT GUIDANCE

QUICK, KNOWLEDGEABLE ANSWERS FROM A CAPABLE AND EXPERIENCED TEAM READY TO HELP
YOU NAVIGATE COMPLEX DECISIONS.




NO HIDDEN FEES

A TRANSPARENT PROCESS WITHOUT HIDDEN COSTS, ENSURING YOU KNOW EXACTLY WHAT TO
EXPECT AT EVERY STEP.




COLLABORATIVE PARTNERSHIP

WE WORK CLOSELY WITH YOU TO IMPLEMENT YOUR VISION, OFFERING A FLEXIBLE
TRANSITION TAILORED TO YOUR GOALS.


Book a Free Consultation


SINCE OUR FOUNDING IN 1984, WE’VE CONSISTENTLY ACHIEVED AN IMPRESSIVE ROI GROWTH
RATE RANGING FROM 2X TO 5X, YEAR AFTER YEAR.





DEALING WITH?





Stress from managing growth


Lack of capital for expansion


Succession planning


Desire to de-risk




WE ENSURE RAPID CLOSING TIMES AND CONNECT SELLERS WITH STRATEGIC GROWTH PARTNERS
WHO TRULY UNDERSTAND THEIR VISION.


Book a Free Consultation



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.

Book a Free Consultation


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.

Surge Capital Advisors


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.

Surge Capital Advisors
https://www.linkedin.com/in/luke-gardner-bb03b0a7/


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.

Surge Capital Advisors


BOOK A FREE CONSULTATION









HEADQUARTERS

2101 Cedar Springs Road, Suite 1220

Dallas, TX 75201


CONTACT US

lgardner@surgecapitaladvisors.com

Phone: (214) 454-1061‬


OFFICE HOURS

Mo-Fr: 8:00AM-5:00PM

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