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

Mertz Taggart M&A Industry Insights

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 and Hospice Mergers & Acquisitions Quarterly Report: Q3 2020

Transactions Rebound as Providers Find ‘New Normal’ The second quarter of 2020 saw the lowest number of home health, home care, and hospice...

Insights Series: Videocasts

Managing Partners Cory Mertz and Kevin Taggart and guests have an open discussion regarding the latest in various health care mergers and...

Behavioral Health M&A Quarterly Report Q3 2020

Autism and I/DD Organizations Led the Sector this Quarter Mertz Taggart has just released its quarterly M&A report for the behavioral health...

How to Prepare for the Sale of Your Healthcare Agency

Readying your agency when an acquisition is underway. The COVID-19 public health emergency has had a profound impact on the health care sector,...

Behavioral Health M&A Report: Q2 2020

After two quarters, 2020 is proving to be an active year in behavioral health mergers and acquisitions, according to the latest data from M&A...

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...

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

In case you missed the Elevate virtual conference, Cory Mertz Managing Partner of Mertz Taggart moderated this informative panel discussing about Hospice Mergers and Acquisition trends for 2021. The below video is the recording of this discussion. The panel of M&A advisors and hospice executives discussed today’s robust market and how it may be affected by the 2021 Medicare Advantage Hospice Carve-In. The session also discussed the ways the ongoing pandemic impacted the M&A market for hospices and how that may affect the industry’s long-term outlook. View the video below: 

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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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