Graham Partners Enhances Visibility with Latest Investment

Graham Partners Growth, the growth equity strategy of Graham Partners, a private investment firm investing in technology-driven companies that are spurring innovation in advanced manufacturing, is pleased to announce it has completed a minority growth equity investment in Surgere Holdings, LLC (“Surgere”). Headquartered in Green, OH, Surgere is an innovative provider in the evolving Industry 4.0 supply chain management space with patented technology and proprietary software for original equipment manufacturers (“OEMs”) and their suppliers targeting a variety of growth markets including automotive, industrial manufacturing, aerospace, agribusiness, among others.

Surgere’s highly accurate data capture solutions enable companies to acquire the knowledge and facts to help them predict short- and long-term supply chain needs and requirements. Surgere’s innovative technology solutions bring together multiple forms of sensor-based science to “see” inventory, mapping the supply chain and identifying weaknesses and opportunities for improvement in real time with leading data accuracy.

Graham believes Surgere is at the forefront of automated supply chain tracking technology to assist as companies upgrade and transition from manual asset tracking toward IoT-enabled automated data capture systems. Graham believes the company is also experiencing sustainability-motivated tailwinds as customers continue to increase their focus on ESG-related initiatives. For example, Surgere’s returnable container tracking capabilities help clients eliminate their usage of nonreusable packaging by switching to returnable containers.

Surgere’s patented SaaS technology suite, InteriusTM, offers a combination of tracking / visibility software through a recurring revenue model with hardware components sourced from key supplier partners (including handheld and portal IoT scanners used at dock doors and RFID tags that are attached to the asset being tracked). Coupled with its implementation expertise, Graham believes Surgere delivers highly differentiated end-to-end supply chain analytics and high-fidelity data throughout a company’s entire enterprise.

Surgere is expected to benefit from Graham’s deep domain expertise in industrial technology and experience managing industrial supply chains across its portfolio of advanced manufacturing and industrial technology businesses. Graham Partners will leverage its industry resources, operational expertise, and commercial knowledge to support Surgere’s growth.

Adam Piatkowski, Managing Principal at Graham Partners Growth, stated, “We believe Surgere is well positioned in a high-growth industry niche benefitting from conversion-driven momentum and proprietary technology and know-how. We are excited to leverage our expertise to expand the company’s sales and marketing resources to drive growth at Surgere and we look forward to supporting the company in achieving its goals.” William Wappler, founder and CEO of Surgere, added, “Through its technology solutions, Surgere is poised to fulfill OEMs’ growing demand for supply chain visibility and traceability. Graham Partners’ experience and value creation plan aligned with our strategy at Surgere. We are thrilled to be partnering with Graham to accelerate our growth.”

About Surgere

Surgere is an innovative provider in the evolving Industry 4.0 supply chain management space leveraging IoT technology to revolutionize the supply chain. Surgere knows the challenges and has engineered innovative secure technology, patented software, and certified hardware to consistently deliver leading data fidelity and accuracy. Surgere expands visibility into the physical supply chain with the ability to support the world’s leading industries. Founded in 2004, Surgere is headquartered in Green, Ohio, with a second office in Aguascalientes, Mexico.

FOR FURTHER INFORMATION CONTACT:

Adam Piatkowski (apiatkowski@grahampartners.net)
Tel:  (610) 408-0500