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Built on a foundation of proven success, our process is tailored to our clients’ objectives and ensures maximum benefit. We supplement this with extensive industry expertise and relationships built on candor, trust, and integrity. Our industry experts have walked in both the seller’s and buyer’s shoes.

We Are Dedicated to You.


The principals of Mertz Taggart have successfully completed over 80 healthcare business transactions in the home health, home care, hospice and behavioral health industries since 2006. We also have experience owning/operating and selling our own healthcare company. This gives Mertz Taggart a unique perspective when representing our clients.

We’ve Been in Your Shoes.

From the first contact we have with you as a prospective client, you’ll find our approach differs from that of other M&A intermediaries. We believe that your representation in the sale of a business should be client-centric, and that every step should move you closer to your goal. By taking time to understand our clients’ values and goals, we design a strategic process that ensures a successful transaction. Because we only represent a specific client profile that we know well, we ensure that your unique assets are marketed appropriately to the most strategic buyers and investors.

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Why Are We the Right Choice?

You need an ally. We’ve been in your shoes, and we are uniquely equipped to handle your transaction from both sides of the table.

We believe in a client-centric approach. We want to know you, your story, your company and your objectives to deliver the results that are best for you.

We manage every transaction with confidentiality and integrity.

We focus solely on home health, home care, hospice and behavioral health. We know your business, your industry, and its buyers and investors, well.

We won’t rest until we have explored every avenue for you.

Experience the Mertz Taggart Difference.

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Recent Transactions

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Timing is the key element. Ideally, it is that moment when the owner is psychologically and financially ready, business is trending up, and the marketplace is strong.

While it is difficult to align these events perfectly, as a general rule it is better to sell to early (while business is trending up) than too late.

Most owners know very little about the advisor’s role in a transaction. A good M&A intermediary will confidentially market the company to the most qualified buyers and investors (based on strategic interest, transaction history, and owner objectives), manage the sales process, and negotiate on your behalf while, while you continue to focus on your business.

The benefit of having an intermediary work on your behalf is that they are not emotionally involved and can be objective about all terms of the sale.

There are a host of factors that determine the value of your business. Some of these include timing, current market conditions, competition, funding sources (both current and future), referral source diversity and sustainability, revenue mix, gross margins, sales and earnings trends, size and location, just to name a few.

Mertz Taggart does not charge a fee to give you a confidential opinion of the value of your business, with no obligation to engage us for future services.

At a minimum, in healthcare services, buyers demand a robust compliance program and clinical excellence with strong outcomes. Beyond that, they will pay a premium for sustainability, particularly from a revenue and reimbursement perspective. These are evidenced by stable management, a metrics driven organization with a diverse referral base and/or client base, favorable growth trends, systems that sustain growth and financial reporting controls.
Your tax burden will depend on the structure of the sale as well as your corporate structure. A qualified intermediary, accountant and transaction attorney will help provide guidance to mitigate the tax consequences.
Maintaining confidentiality is paramount to a successful transaction and will have to be managed carefully.  We are sensitive to the issue and will work with you to maintain this, from the initial contact with buyers, to conducting due diligence, to key employee retention.

Upcoming Events

If you are planning to attend any of these events, we would welcome the opportunity to meet and discuss the current M&A marketplace for quality home health, hospice, or behavioral health companies.

Recent News

H.I.G. Growth Partners Completes Acquisition of Sage Hospice

August 13th, 2018|Industry News|

BOSTON--(BUSINESS WIRE)--H.I.G. Growth Partners ("H.I.G."), the dedicated growth capital investment affiliate of H.I.G. Capital, has announced that one of its affiliates has completed a strategic investment in Sage Hospice (“Sage” or the “Company”), a leading provider of hospice and palliative care services to patients in the Phoenix, AZ market. Sage will serve as the platform to build a leading regional provider of hospice and palliative care services. To execute on this strategy, H.I.G. is partnering with two experienced hospice industry executives, Glen Cavallo and Jeff Lang. Glen Cavallo, who will join Sage’s board of directors at closing, has over 25 years of experience in the hospice and home care sectors. Jeff Lang, who became Sage’s CEO at closing, has over 18 years of leadership experience at large hospice organizations.

OEP-backed Simplura acquires Helping Hand

August 10th, 2018|Industry News|

Simplura Health Group, a portfolio company of One Equity Partners, has acquired Philadelphia-based Helping Hand Home Health & Hospice Agency, a provider of non-medical home care services for seniors. No financial terms were disclosed.

Bruce Vanderlaan, JD, Joins Mertz Taggart

August 8th, 2018|Company News|

Mertz Taggart announces its continued expansion with the addition of Bruce Vanderlaan, JD, as Managing Director.

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