Fundraising Fox

Surround Care

St. Louis, US · Founded 2021 · Delaware LLC

Surround Care is a healthcare holding company formed from Navvis and Esse Health that partners with health systems, health plans, and physician enterprises on population health and value-based care. Operating in the United States, it builds an integrated solution ecosystem aimed at value-based primary care delivery.

Founders & leadership

RB
Robert BauerChief Financial Officer and Treasurer
CFCourtney Fortner
Courtney FortnerinChief Operating Officer
MF
Michael FarrisManager, Chairman and Chief Executive Officer

Board

RC
Randall CombsManager
JR
John RiceManager
BB
Bryan BurnsManager
DK
David KearneyManager
SS
Steven SmootManager
TE
Timothy ElliotManager
DS
David StrongManager
MM
Mark MugiishiManager
RE
R. Erick HawkinsManager

Reported raises · per SEC filings

Form D private placements

$588.5M disclosed across 2 of 3 rounds · 2022–2024

$155MofferedMay 2024 · 1 investors · Other Health Care
Rule 506(b)
Officers, directors & promoters on the filing
  • Michael FarrisExecutive Officer, Director
  • John NguyenDirector
  • John RiceDirector
  • David KearneyExecutive Officer, Director
  • Courtney FortnerExecutive Officer, Director
  • R. Erick HawkinsDirector
  • Bryan BurnsDirector
  • David StrongDirector
  • Randall CombsDirector
  • Timothy L. ElliottExecutive Officer, Director
  • Kevin SmithDirector
  • Robert PendletonDirector
Offering amount
$155M
First sale
May 2024
Incorporated
Limited Liability Company, Delaware, 2021
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$15MraisedNov 2023 · 24 investors · Other Health Care
Rule 506(b)
Officers, directors & promoters on the filing
  • Courtney FortnerExecutive Officer
  • Bryan BurnsDirector
  • Timothy ElliottExecutive Officer
  • David StrongDirector
  • Michael FarrisExecutive Officer, Director
  • John RiceDirector
  • R. Erick HawkinsDirector
  • David KearneyExecutive Officer
  • Robert BauerExecutive Officer
  • Todd ShumanDirector
  • Randall CombsDirector
Offering amount
$15M
Amount sold
$15M
First sale
Jun 2023
Incorporated
Limited Liability Company, Delaware, 2021
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$573.5MraisedNov 2022 · 12 investors · Other Health Care
Rule 506(b)
Officers, directors & promoters on the filing
  • Robert BauerExecutive Officer
  • Randall CombsDirector
  • John RiceDirector
  • Bryan BurnsDirector
  • Courtney FortnerExecutive Officer
  • Michael FarrisExecutive Officer, Director
  • David KearneyDirector
  • Steven SmootDirector
  • Timothy ElliotDirector
  • David StrongDirector
  • Mark MugiishiDirector
  • R. Erick HawkinsDirector
Offering amount
$573.5M
Amount sold
$573.5M
Minimum investment
$8.3M
Sales commissions
$500K
Placement agents
Raymond James & Associates, Inc.
First sale
Oct 2022
Incorporated
Limited Liability Company, Delaware, 2021
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 3

by search overlap

Companies competing with Surround Care for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does Surround Care do?
Surround Care is a healthcare holding company formed from Navvis and Esse Health that partners with health systems, health plans, and physician enterprises on population health and value-based care. Operating in the United States, it builds an integrated solution ecosystem aimed at value-based primary care delivery.
How much funding has Surround Care raised?
Surround Care has disclosed $588.5M raised across 2 of its 3 known rounds.
Where is Surround Care headquartered?
Surround Care is headquartered in St. Louis, US.