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.

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...

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...

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

NAHC 2020 Event Mertz Taggart Virtual Booth

The 2020 Home Care and Hospice Conference and Expo, October 19-21, will be a virtual event exploring the theme of “Our Health: Caring for Caregivers.”

Mertz Taggart will have a virtual booth at the event. Stop by and visit us “virtually.” Register for the event: HERE 

About the Event:  We can all agree that caregivers are not always the best “care receivers.” Caring for others is not only instilled in us as part of our training, it seems to be engrained as a very part of our DNA. For many of us, our mission, quite simply, is to be selfless in our care of others.

Throughout the conference, you’ll find information about other agencies that have implemented wellness programs, the lessons they’ve learned, and the results they’ve achieved. Among other things, you’ll even have the opportunity to meditate, gain focus, and explore yoga.

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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