Our Team

Mertz Taggart Team

Having successfully completed over 70 healthcare business transactions since 2006, our team has experience representing owners.  We’ve even owned & operated a healthcare company, which we believe gives Mertz Taggart a different perspective when representing our clients.  We have worked with individual buyers & sellers up to Fortune 500 companies, so we’re experienced dealing with many different types of organizations.

Mertz, Cory-Photo     Cory Mertz, M&AMI – Managing Partner

Cory Mertz has a track record of successful transactions within the rapidly changing healthcare industry. Coupled with a wide variety of business experience including business development and operations management, Cory’s skill set has helped many healthcare entrepreneurs realize their exit planning goals.

Cory began his career at Jabil Circuit, where he was instrumental in the hyper-growth of the Fortune 500 electronics manufacturing services provider. Cory held several leadership positions while at Jabil, including managing the transition of multiple international acquisitions across Europe, South America and Mexico. This experience taught him the skills to quickly recognize opportunities, skillfully negotiate solutions, and successfully close transactions.

In 2006, Cory joined Stoneridge Partners, an M&A advisory firm that specializes in home care and hospice, as a dealmaker. While at Stoneridge, Cory has had the opportunity to forge relationships with several industry leaders and private equity groups, having closed over 50 healthcare transactions, nationally.

Cory has been an invited speaker at several regional and national healthcare conferences on topics ranging from maximizing value for your company to the processes and pitfalls of selling a healthcare company.

Cory holds a BS in Mechanical Engineering magna cum laude from the University of Florida.  He currently lives in Fort Myers, FL with his wife and two children.

Taggart, Kevin-Photo     Kevin Taggart, CM&AP – Managing Partner

Kevin started his career working for large enterprise software companies selling multi-million dollar software applications to midsize organizations and large multi-national firms. After ten years of working in the technology industry, Kevin founded a land development and home building company. He gained invaluable experience running all aspects of the business; including raising money, negotiating and purchasing land, planning & rezoning, permitting and building infrastructure (roads, sewers, water, pool, clubhouse, etc.), building houses, and putting together and executing a marketing plan.

Kevin has also been a co-owner of a home care company. As an owner, he increased volume through managing and measuring processes and systems and increased the EBITDA through top line growth and stringent cost controls. He understands all aspects of running a healthcare company and brings a unique perspective to his clients. As a former agency owner with almost 200 employees, he has firsthand knowledge of the concerns owners face today which, in turn, better assists him in helping them and perspective buyers by implementing a truly client-focused strategy.

After successfully selling that company to a large publicly traded company in 2010, Kevin has been selling healthcare companies. Kevin has been invited to speak at several national and regional healthcare conferences with topics ranging from the process of selling a healthcare company to maximizing value prior to a sale.

Kevin graduated from the University of Georgia with a BBA and majored in finance. He currently lives in the Atlanta area with his wife and three children. His hobbies include running, coaching his children’s athletic teams, and spending time with his family.

   Joseph Falco, MBA – Managing Director

Joe’s early career was spent as an executive in the cruise industry, first as CFO and later VP of Business Development for Costa Cruise Lines. He has held similar executive roles in the real estate, 3PL, venture incubator, moving & storage, and furniture industries. Joe also spent three years as CFO of the AL/IL sister company to Life Care Centers of America, Century Park Associates.

With his unique background in finance, sales, and operations, Joe has been successful in implementing a wide variety of strategies to help companies succeed. While working at Century Park Associates, Joe was able to dramatically improve margins by working closely with the Independent and Assisted Living facilities’ Administrators and finding creative solutions to challenges. During his time at the Lamp Post Group, Joe mentored numerous start up companies on issues that were key to their success, such as finance, system implementations, and sales planning.

Joe obtained his BS in Accounting from Barry University, his MBA from Florida International University, and earned his CPA license early in his career. He currently lives in Evergreen, Colorado with his wife and two daughters where he enjoys mountain biking, skiing, and hiking.


Please contact us for an initial assessment. Call (770) 888-1171 or click here.