Surgery Partners, Inc. filed soliciting material under Schedule 14A on October 26, 2026, disclosing an employee communication from CEO Eric Evans announcing a signed agreement for HealthSpan Partners to acquire the company.

Key Highlights

  • Acquisition agreement signed: Surgery Partners disclosed it has signed an agreement with HealthSpan Partners for HealthSpan Partners to acquire the business, according to the filing.
  • Expected closing timeline: The company stated it anticipates the transaction will be completed in the first quarter of 2027.
  • Closing conditions: Completion is subject to Surgery Partners shareholder approval, receipt of regulatory approvals, and satisfaction of other customary closing conditions.
  • HealthSpan Partners background: The filing describes HealthSpan Partners as "a diversified healthcare services organization and a contractual affiliate and supporting organization of U.S.-based Bon Secours Mercy Health."
  • Operations expected to continue: According to the filing, Surgery Partners' operations, name, brand, and headquarters "are expected to remain in place" following closing.
  • Private company transition: The filing states that, as a private company following the transaction, Surgery Partners "will be able to operate outside the demands of the public markets."
  • Proxy statement forthcoming: The company disclosed it will file a proxy statement and a Schedule 13E-3 transaction statement with the SEC in connection with the proposed transaction.

Surgery Partners Discloses Signed Agreement to Be Acquired by HealthSpan Partners

Surgery Partners, Inc. (NASDAQ:SGRY) filed soliciting material under Rule 14a-12 on October 26, 2026, making available to employees an internal communication from Chief Executive Officer Eric Evans. The communication announced that Surgery Partners has signed an agreement with HealthSpan Partners under which HealthSpan Partners would acquire the company's business. The filing characterizes this as "an important milestone" for the company.

According to the filing, HealthSpan Partners is described as a diversified healthcare services organization that is "a contractual affiliate and supporting organization of U.S.-based Bon Secours Mercy Health," which the filing states connects HealthSpan Partners "to a broader healthcare network with significant reach and resources." The communication states that Evans and members of the executive leadership team have met with HealthSpan Partners. The filing identifies several expected outcomes of the combination, including establishing "one of the country's largest outpatient surgical care platforms" and strengthening the company's balance sheet, as characterized by the company's own disclosure.

The company disclosed that the transaction is expected to close in the first quarter of 2027, contingent on shareholder approval, regulatory clearances, and other customary conditions. The filing states that Surgery Partners will file a proxy statement and intends to jointly file a Schedule 13E-3 transaction statement with the SEC. The company noted that stockholders are urged to read those documents when available. The filing contains forward-looking statements, which the company notes "are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995" and which the company cautions "may differ materially from actual future events."

What Was Disclosed

Surgery Partners filed employee-directed soliciting material on October 26, 2026, announcing a signed acquisition agreement with HealthSpan Partners, an affiliate of Bon Secours Mercy Health, with the transaction expected to close in the first quarter of 2027 pending shareholder and regulatory approvals.