About GMS Surgent
GMS Surgent is a Business Services company based in Devon (United States) founded in 2010 by John M Surgent, and was acquired by High Tower in July 2023. Accounting, tax, and business advisory services are provided. It operates on a Professional Services model. GMS Surgent offers products and services including Audit Services, Tax Services, and Business Consulting. Its focus areas include Professional Services, Accounting and Audit and Tax Services. Its legal entity is GMS Surgent, LLC.
Company details
GMS Surgent is involved in delivering professional services including audit, accounting, and tax consulting to individuals and businesses across various industries. Services are tailored to meet client needs with a focus on education and long-term goal achievement. The firm operates with a client-centric approach, leveraging technology and a culture of employee development to enhance service quality.
- Headquarters Devon, United States
- Founders John M Surgent
- Stage Acquired
- SectorsBusiness Services
- Email••••••••
- Phone•••• ••••
- Website gmssurgent.com
- Social LinkedIn X
- Acquired by High Tower (Jul 2023)
- Legal Name Gms Surgent, Llc
- Investors
- Acquired byHigh Tower
(Jul 2023)
Products & Services of GMS Surgent
GMS Surgent offers a comprehensive portfolio of products and services, including Audit Services, Tax Services, and Business Consulting.
Audit services are provided for financial compliance assurance.
Tax services are offered for individual and business needs.
Business consulting is delivered for strategic client guidance.
Funding Insights of GMS Surgent
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of GMS Surgent with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2023 | Private Equity Round | – | High Tower | – |
1 investors in total: 1 institutional.
Investors in GMS Surgent
GMS Surgent has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include High Tower.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of wealth management services | 2008 | hightoweradvisors.com | Chicago, United States |
Investor details for GMS Surgent
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of GMS Surgent
1 people are tracked at GMS Surgent (1 in leadership).
| Name | Role | Group |
|---|---|---|
John M Surgent | Founder | Leadership |
Complete people profiles for GMS Surgent
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of GMS Surgent
3 dated milestones of GMS Surgent across 13 years, from founding to its latest funding, stage changes and deals.
- Founded GMS Surgent is founded.
- Funding First funding round.
- Exit Acquired by High Tower.
Web traffic of GMS Surgent
The website of GMS Surgent (gmssurgent.com) receives about 2.1K visits a month.
- Monthly visits2.1K
▲ 37.1% vs previous month
Top companies in Finance & Accounting Services
3 companies that operate in the same segment as GMS Surgent (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
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Frequently Asked Questions about GMS Surgent
GMS Surgent was founded in 2010 and raised its 1st funding round 13 years after it was founded.
GMS Surgent is headquartered in Devon, United States. It is registered at Devon, Pennsylvania, United States.
GMS Surgent is involved in delivering professional services including audit, accounting, and tax consulting to individuals and businesses across various industries. Services are tailored to meet client needs with a focus on education and long-term goal achievement. The firm operates with a client-centric approach, leveraging technology and a culture of employee development to enhance service quality.
GMS Surgent offers Audit Services, Tax Services, and Business Consulting.
GMS Surgent has 1 investor. Key investors include High Tower.
GMS Surgent operates through Gms Surgent, Llc.
Yes. GMS Surgent was acquired by High Tower in July 2023.