Surround Care

What Surround Care does

Surround Care is a privately held healthcare holding company formed in October 2022 through the merger of Navvis (a population health transformation company) and Esse Health (a St. Louis-based value-based primary care group). It partners with incumbent health systems, health plans, and physician enterprises to deliver a market-based population health solution that spans primary, acute, post-acute, and home settings, with the stated objective of reducing cost of care, improving quality, broadening access, and restoring physician professional satisfaction. The company reports managing more than 4 million attributed lives across commercial, Medicare, and Medicaid populations in nine U.S. markets (Florida, Hawaii, Illinois, Minnesota, Missouri, New Jersey, Oklahoma, Puerto Rico, and Wisconsin), supported by 4,600 affiliated physicians and approximately 1,200 employees.

Surround Care's offering is built on four wholly-owned operating subsidiaries. Navvis functions as the population health transformation arm, providing operating-partner services to health systems and plans. Esse Health is a multi-specialty physician group with 50 St. Louis-area locations and NCQA PCMH 2014 Level 3 recognition, serving as a clinical center of excellence. Ho'ola is Hawaii's premier independent physician-owned group that has transitioned nearly 99% of Hawaii physicians to value-based contracts, and MEDI Leadership is a 23-year-old healthcare coaching firm that delivers the "MEDI Leadership Method." The integrated ecosystem centralizes multi-disciplinary care management and supports all payment models (total cost of care risk, percent of premium risk, shared savings, and pay-for-quality).

The business model is anchored in enterprise value-based care contracts with health systems, health plans, and physician enterprises, executed through multi-year agreements, joint ventures, and direct C-suite-level engagements. Surround Care generated a projected $663.5 million in 2022 revenue, supported by major strategic partners including SSM Health (Board Chair seat), Orlando Health, and Medica (board representation). In November 2022 the company filed an SEC Form D for an exempt offering totaling $573.48 million. The company is headquartered in St. Louis, Missouri and is led by CEO Tim Elliott, a Navvis founding partner.

Name

Surround Care

Legal name

Surround Care, LLC

Website

https://surround-care.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Surround Care is a private healthcare holding company delivering value-based care and population health solutions to health systems, health plans, and physician enterprises across 9 U.S. markets through subsidiaries Navvis, Esse Health, Ho'ola, and MEDI Leadership, serving 4 million+ attributed patients.

Ownership category

akta.pro rank

Product category

Value-Based Healthcare Services

NAICS

Offices of Physicians (62111)

SIC

Services-Offices & Clinics Of Doctors Of Medicine (8011), Services-Health Services (8000), Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYHLACAHAD

Care Management & Coordination Platforms (case/disease management workflows)

Healthcare & Life Sciences/Digital Health & Health IT/Population Health Management & Value-Based Care Analytics

SECONDARYHLAFAEAL

Care Management & Care Coordination (Home & Community-Based)

Healthcare & Life Sciences/Healthcare Providers & Systems/Home Health & Hospice Providers

Keywords

• Population health management
• Value-based care
• Healthcare transformation services
• Physician network management
• Risk-based contracting

Headquarters

HQ city

St Louis

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Value-Based Care Contracting: Surround Care generates revenue through value-based care payment models including total cost of care risk, percent of premium risk, shared savings, and pay for quality performance. The company projects $663.5 million in revenues for 2022, serving over 4 million attributed patients across commercial, Medicare, and Medicaid lives.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Surround Care is a healthcare holding company that partners with health systems, health plans, and physician enterprises to deliver population health management and value-based care solutions. Through its wholly-owned subsidiaries (Navvis, Esse Health, Ho'ola, MEDI Leadership), the company provides an integrated ecosystem supporting physicians across primary, acute, post-acute, and home care settings, serving over 4 million attributed patients through risk-based contracts, shared savings arrangements, and pay-for-quality performance models.

Product overview

Surround Care is an innovative holding company and parent organization formed through the merger of Navvis and Esse Health in October 2022. The company operates as a platform of complementary healthcare solutions: Navvis provides population health management services to health systems and plans; Esse Health delivers physician network services with PCMH-certified primary care; Hoʻola extends value-based care physician support in Hawaii; and MEDI Leadership offers workforce development coaching. Together they form an integrated ecosystem supporting physicians, health systems, and health plans across value-based care models.

Differentiator

Problem solved

Functional benefit

Products and services

• Navvis Population Health Solutions Population health transformation services for health systems, physician enterprises, and health plans. Navvis serves as an operating partner providing solutions that accelerate the journey to value-based care through market-based approaches respecting unique community needs.
• Esse Health Value-Based Primary Care Independent multispecialty physician group providing value-based primary care with PCMH 2014 Level 3 NCQA recognition, operating 50 locations in the St. Louis and Metro East area. Services include asthma, allergy, family medicine, gastroenterology, internal medicine, pediatrics, radiology, and urology.
• Ho'ola Physician Network Support Hawaii's premier independent physician-owned group equipping independent physicians with tools to maintain autonomy while receiving administrative support in value-based care models. Has transitioned nearly 99% of Hawaii physicians to value-based contracts.
• MEDI Leadership Healthcare Coaching Healthcare coaching firm with over 23 years of expertise employing the MEDI Leadership Method to cultivate new leadership competencies through individual coaching, team coaching, and cohort-based programs for healthcare leaders.

Quantifiable outcome

• Patient satisfaction score of 95.7 (top quintile nationwide)
• +4 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Nine partnerships are on record, tiered minor, core and major.

• Polsinelli PCminorImplementation/ SI/ Consulting Partner · 15 November 2022Legal advisor to the Navvis and Esse Health merger.
• Thompson Coburn LLPminorImplementation/ SI/ Consulting Partner · 15 November 2022Legal advisor to the Navvis and Esse Health merger.
• NavviscoreStrategic or Co-development Partner · 20 October 2022Navvis is America's premier population health transformation company and a wholly-owned subsidiary of Surround Care. Navvis serves as the operating partner to health systems, physician enterprises, and health plans, providing solutions that accelerate the journey to value-based care. The merger with Navvis formed the core of Surround Care's population health capabilities.
• Esse HealthcoreStrategic or Co-development Partner · 20 October 2022Esse Health is a St. Louis-based national trailblazer in value-based primary care, operating as a wholly-owned subsidiary of Surround Care. With 27 years of experience and 50 locations in the St. Louis metro area, Esse Health provides clinical excellence and operational rigor. Its model serves as a center of excellence, training facility, and learning lab for Navvis and its partners.
• SSM HealthmajorStrategic or Co-development Partner · 20 October 2022SSM Health is a key strategic partner with board representation. The SSM Health CFO (Randy Combs) serves as Board Chair of Surround Care, and SSM Health's CEO (Laura S. Kaiser) serves as Board Observer. SSM Health is a $10.5 billion Catholic not-for-profit integrated health system serving communities across the Midwest.
• Orlando HealthmajorStrategic or Co-development Partner · 20 October 2022Orlando Health is a key strategic partner with board representation. Orlando Health's CEO (David Strong) and CFO (R. Erick Hawkins) serve on the Surround Care board. Orlando Health is one of Florida's most comprehensive private not-for-profit healthcare organizations with $6.8 billion of assets under management, 15 wholly owned hospitals, and over 22,000 team members.
• MedicamajorStrategic or Co-development Partner · 20 October 2022Medica is a health plan partner represented on the Surround Care board through Chief Growth & Strategy Officer Tom Lindquist.
• Ho'ola (Hawaii)coreStrategic or Co-development PartnerHo'ola is Hawaii's premier independent physician-owned group and a wholly-owned subsidiary of Surround Care. It equips independent physicians with tools to maintain autonomy and provides administrative support, allowing physicians to focus on quality care. Ho'ola has a long track record of improving patient care in Hawaii and has transitioned nearly 99% of Hawaii physicians to value-based contracts.
• MEDI LeadershipcoreStrategic or Co-development PartnerMEDI Leadership is a wholly-owned subsidiary of Surround Care and the foremost coaching firm in the healthcare industry with over 23 years of expertise. MEDI employs the MEDI Leadership Method to cultivate new leadership competencies and ensure continuous leadership growth through individualized coaching, team coaching, and cohort-based programs.

Scale indicators9 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Agilon Health: Public value-based care platform partnering with primary care physicians to manage Medicare Advantage populations under total capitation. Highly comparable to Surround Care's physician-anchored, multi-payer VBC model, though Agilon focuses more narrowly on senior populations.
• Astrana Health: Public risk-bearing physician group (formerly Apollo Medical Holdings) managing value-based care across commercial, Medicare, and Medicaid lives via owned and affiliated providers. Closely comparable to Surround Care's attributed-life model with both employed and affiliated physician networks.
• Evolent Health: Public value-based care services company providing specialty care management, oncology, cardiology, and population health infrastructure to health plans and providers. Comparable to Surround Care's Navvis side in delivering VBC operating capabilities to payer and provider partners.
• Aledade: Privately-held VBC enablement company partnering with independent primary care physicians across ACO REACH, MSSP, Medicare Advantage, and commercial contracts. Comparable to Surround Care's Navvis platform in supporting independent physicians under multiple risk arrangements.
• Privia Health Group: Public multi-specialty medical group and physician enablement company operating value-based care contracts across multiple states. Directly comparable to Surround Care's Navvis + Esse Health combination in serving independent physicians and health systems under risk-bearing arrangements.

Broad incumbents

• VillageMD: Value-based primary care platform majority-owned by Walgreens Boots Alliance, operating owned clinics and provider partnerships under risk arrangements. Comparable to Surround Care's VBC physician network strategy, with broader incumbent scale and capital backing.
• Health Catalyst: Public healthcare data and analytics platform supporting population health and value-based care performance improvement for health systems. Adjacent incumbent comparable to Surround Care's data and analytics layer within the Navvis population health operating model.
• Humana / CenterWell: Large payer-provider with senior-focused primary care (CenterWell) and one of the largest Medicare Advantage VBC operators. Broad incumbent offering comparable risk-bearing capabilities and primary care footprint, though as a fully integrated payer-provider rather than a partner to one.
• One Medical (Amazon): Membership-based primary care platform owned by Amazon, offering tech-enabled in-person and virtual care. Comparable to Surround Care's primary care delivery model at Esse Health, though positioned more as a consumer membership product than health system partnership.
• Oak Street Health (CVS Health): Now part of CVS Health, operates senior-focused value-based primary care clinics with employed physicians under full-risk Medicare Advantage contracts. Broader incumbent comparable to Surround Care's VBC primary care operations through Esse Health and Ho'ola.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/surroundcare01

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries4 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Surround Care