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HOME 2018-11-05T14:56:35+00:00
We are a Healthcare M&A Firm 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.

WHO WE ARE

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. Our belief is 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 and want to know you, your story, your company and your objectives to deliver the results that are best for you.

Mertz Taggart manages every transaction with confidentiality and integrity.

Mertz Taggart focuses 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 TRANSATIONS

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TESTIMONIALS

Early in 2018, we began searching for the right firm to help us sell our private pay home care agency in western Massachusetts.  We talked to a lot of people and considered a lot of angles.  We selected Mertz Taggart because Cory is highly knowledgeable, produces volume, has a process and a plan for marketing the business, and finally he is calm (very important) and thoughtful.  We just closed on our business and couldn’t be happier that we chose Mertz Taggart.  Most importantly when all is said and done:  Mertz Taggart got us significantly more money than anyone had ever discussed or offered.  Enough said.

Kelly and Curt Hudson

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

It is hard for me to find the words to describe what it meant for me to have Cory Mertz representing the sell of my company. From the first contact with Cory, he has been amazing in assisting me with the sell of Trinity. His professionalism, dedication, caring, and vast array of knowledge was the only reason this sell was completed. I could have never survived this without the assistance of Cory Mertz. I will always recommend Mertz Taggart to any owner who is considering selling or buying a home health care agency

Leola Wright, Owner, Trinity Home Care Services, Inc.

I had the pleasure of working with Cory Mertz when he helped broker the sale of Women In New Recovery/WINR. Cory is an excellent negotiator, working well with the buyers and managing that relationship throughout the sale process. Due to some special circumstances, our sale process from vetting potential buyers to close had to be completed in an unusually short period of time. Cory was always pleasant to work with and was able to nudge, cajole, coerce, and lean on the buyers in a way that helped them to realize that the shortened deadline had to be met.

Patricia Henderson, CEO, Women in New Recovery

Cory was my Broker in handling the sale of my Home Health & Hospice Agency. He was very knowledgable, honest and considerate in his efforts and worked very hard to get this sale for me. I was very pleased with the effort Cory put out from the beginning carrying through to the end of this transaction. I would highly recommend him.

Ann Sonnier, Administrator, AAA Home Health & Hospice

As an investor in home health care companies, I’ve had the change to work on several transactions with Cory. He’s resourceful, well networked, and highly effective in managing the sale process of healthcare companies. I would recommend him for a healthcare services company seeking an advisor to manage the sale of their business.

Michael McGinn, Managing Director, Prince Capital Partners

I recently had the good fortune. Of working with Cory Mertz as I began the process of selling my private homecare in western Massachusetts .
The knowledge and support that Cory provided to me throughout the process was exceptional and made my sale quick , stress‐ less , and profitable. I encourage anyone who needs direction as they begin this process to go directly to Mertz/Taggart.

Nancy Magri, Home Health Solutions

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

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

Catapult Learning Expands Autism Services Through Acquisition of Capital Education Group

November 14th, 2018|Industry News|

Catapult Learning, the nation’s largest provider of special education and instructional intervention solutions, today announced it acquired Capital Education Group (CEG), a leading provider of behavioral health services and private school programs for children with autism and other specialized learning needs. The CEG acquisition enables Catapult to accelerate the company’s mission of integrating educational and Applied Behavior Analysis (ABA) services, with a goal of improving outcomes for children diagnosed with autism spectrum disorders.

BayMark acquires SpecialCare Hospital Management

November 7th, 2018|Industry News|

Looking to diversify its portfolio of addiction treatment modalities, BayMark Health Services this week announced that it has acquired St. Louis-based SpecialCare Hospital Management.

Ever Hear of ZBB? It Can Make You $$$

November 7th, 2018|Exit Planning|

If you intend to exit by selling your company, either to an outside buyer (a competitor, private equity group, etc.) or an inside buyer (one or more employees), the price you receive at sale will likely be closely tied to the company’s earnings. The higher the earnings, the higher the likely sale price.

Let’s Start the Conversation Today

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