About Surge
New ownership. Same platform. Bigger ambitions.
Surge was acquired by New Cheval in early 2026, bringing dedicated operational leadership and institutional backing to a platform already trusted by leading wholesale mortgage lenders.
Jimmy Gillespie
Chief Executive Officer
Jimmy joined as CEO following New Cheval's acquisition of Surge in early 2026. He comes from a background in private equity and management consulting and is focused on building on what the team has already created.
David Casti
Chief Operating Officer
David has led Surge's product and customer operations since 2022. He built the platform and the customer base from the ground up, and continues to run day-to-day operations.
Board and Advisors
Surge is backed by a board with experience building and scaling software businesses, deep Salesforce ecosystem knowledge, and strong connections across the mortgage industry.
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See how Surge is helping wholesale lenders manage their broker networks more intelligently.