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.
Learn more about our team…
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.
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.
Conferences and Webinars
31st Annual HomeCareCon Conference and Tradeshow (Virtual). 20/20 Vision: Don’t Fear the Future. Mertz Taggart is proud to be an exhibitor at this event. In light of the ongoing COVID-19 public health emergency, this year’s event will be exclusively virtual with live education programs, multiple networking opportunities, plus an engaging and interactive three-day Trade Show. HomeCareCon is the leading and largest home care industry event of the year in the South, bringing together hundreds of industry professionals spanning agency leadership, clinicians and caregivers, state and national health care and legal experts, and vendors who serve the industry. HomeCareCon runs Monday, August 10 through Thursday, August 20, and the agenda includes 47 workshops and sessions for all sectors of in-home care. To register please click here.
Our team members are ready to answer your questions. Call us or use the form to send us an email!
2161 McGregor Blvd.
Fort Myers, FL 33901
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