Mertz Taggart

Leader in healthcare mergers and acquisitions.


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Our team has been successfully selling healthcare businesses since 2006

Business is very personal

We understand that selling a business is not just a financial process, it is also emotional. There is nothing quite like putting on the market the company you’ve poured everything into building. From the first contact, we strive to build a relationship founded on trust, integrity, and candor. We’ve been in your shoes, and we want to make the process—from initial valuation to marketing to sale—as seamless, understandable, and financially rewarding for you as possible. 

Our team of healthcare M&A professionals have almost 75 years of healthcare and M&A experience. As business owners who have been through the sales process ourselves, we have a first-person perspective on this process. In the end, it’s all about the client. We represent healthcare services companies with an enterprise value of between $2 million and $100 million.

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Every client is unique

No two businesses are the same. So, it makes sense that a one-size-fits-all approach to mergers and acquisitions does not fit all. At Mertz Taggart, we have a formal 2-stage auction process, but tailor our process slightly to best meet each client’s unique objectives. At its core, our process covers all the bases, but some aspects are fine tuned in different ways for each company we represent.

The result is the perfect process. We won’t bend your business to match our model. The fit has to be right—and we make sure it is!

Why use an M&A firm?

When thinking about selling a business, there are many approaches that a seller can take. Depending on who they ask for advice, sellers might be steered to an attorney, accountant, business broker, or a specialized consultant. Let’s take a look at some of the advantages and disadvantages of these options.

“We engaged Mertz Taggart to manage a competitive yet confidential process and they exceeded our expectations. They helped us evaluate all the offers, and select the buyer that was right for us. More importantly, they kept us focused through the due diligence to a successful closing. We couldn’t be more pleased with the outcome and would highly recommend Mertz Taggart.”

— Shaun Patience, Turning Point Centers

At Mertz Taggart, we believe education is a key to all successful transactions. Learn about building the value of your healthcare company for an eventual sale and keep tabs on the current healthcare M&A marketplace in our Insights Series.

Home Health, Home Care & Hospice M&A Report: Q2 2020

Overall Transaction Activity Dipped in Q2, but Hospice M&A Remains Strong Post-acute care transaction activity experienced a marked lull during...

Coronavirus Check-In: Q2 2020 Mid-Quarter Healthcare M&A Report

The COVID-19 emergency has wreaked havoc on the U.S. and global economy, with nearly every industry feeling the impact of virus-related...

Behavioral Health M&A Report: Q1 2020

The first quarter of 2020 brought 20 behavioral health M&A transactions, according to the latest data from M&A advisory firm Mertz Taggart....

Home Health, Home Care & Hospice M&A Report: Q1 2020

Post-Acute Care Transaction Activity Remained Robust During the First Quarter of 2020 Despite the continued transition to the Patient-Driven...

COVID-19 Short-term Impact on Healthcare M&A Buyer Mindset

COVID-19 Short-term Impact on Healthcare* M&A Buyer Mindset *Home Health, Home Care and Hospice and Behavioral Health In response to questions...

What is Driving the Surge in Hospice M&A?

What is Driving the Surge in Hospice M&A? And how long will it last? 2019 was a banner year for hospice mergers and acquisitions activity. Of...

Do Your Employees Have Value?

Do Your Employees Have Value? Bruce Vanderlaan, JD, Managing Director, Mertz Taggart, LLC January 29, 2020 Do your employees have value? The short...

Discovery Behavioral Health Acquires Seattle Treatment Centers

LOS ANGELES, Jan. 7, 2020 /PRNewswire/ — Discovery Behavioral Health, a nationwide leader in mental health services, has acquired Associated Behavioral Health Care (ABHC) of Seattle, one of the leading providers of addiction and mental health services in the Northwest with four centers located throughout greater Seattle. The acquisition which took place on December 31, 2019, caps a banner year for DBH during which it acquired four additional treatment center brands.

Home Health, Home Care and Hospice Q3 M&A Report

Public Company Buyers Bolster Transaction Activity in Q3 [fusion_dropcap color="" boxed="no" boxed_radius="50%" class="" id=""]H[/fusion_dropcap]ome...

Behavioral Health Composite – August 2019

Behavioral Healthcare Stocks down 20.1% in August The Behavioral Health Composite, which tracks investor interest in the three public behavioral...

Recent Transactions

I would highly recommend Cory Mertz to anyone considering selling/buying a Health Care Company or Facility. His professionalism, knowledge, and experience are second to none. Cory will get you results and follow them through until the deal is closed. I have worked with many excellent brokers but Cory is by far the best.

David Sullivan

Senior Partner, Transitive Group, LLC

Conferences and Webinars

2020 NAHC Financial Management Conference and Expo (Virtual) July 27-30, 2020.  The conference will feature Cory Mertz of Mertz Taggart who will discuss, along with a panel of experts, recent market conditions that have yielded eye-popping valuations and activity. Financial and strategic buyers have been extremely active, but why? More importantly, how long will this trend continue? MedPAC critical of our industry and CMS has issued numerous unfavorable rates and regulatory changes. How will that impact home health and hospice transaction activity going forward?  Register here to join us virtually. 

Reach Us

Our team members are ready to answer your questions. Call us or use the form to send us an email!

2161 McGregor Blvd.
Suite D
Fort Myers, FL 33901



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