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.

Q1 2021 Home Health, Hospice and Home Care M&A Update

Across the board, home health, hospice and home care M&A activity was down slightly in the first part of 2021 compared to last year’s busy end....

Behavioral Health M&A Report: Q1 2021

Significant tailwinds across the behavioral health sector propelled an active first quarter of 2021 with regards to merger and acquisition activity,...

Why Hire an M&A Advisor?

I am ready to sell my business. I have a buyer lined up—a peer in our industry whom I’ve known and trusted...

Home Health, Home Care and Hospice M&A Report: Q4 2020

M&A transactions up 70% in Q4. Mertz Taggart completes four in-home care transactions. After months of M&A uncertainty triggered by the...

Behavioral Health M&A Report: Q4 2020

A steady second half of 2020 bodes well for 2021. Behavioral health M&A remained steadily active in the fourth quarter of 2020, with a total of...

Home Health, Hospice & Home Care M&A: 2020 Year in Review

If you followed the home health, hospice and home care M&A in 2020, you saw a little bit of everything. For the very early part of this year,...

How COVID-19 is Creating Opportunity for Buyers and Sellers of Addiction Treatment Centers

While the COVID-19 pandemic seems to have the nation’s full attention, it’s not the only public health emergency taking American lives at an...

Why 2021 is Poised for a Comeback for Home Health M&A

The past year has been unusual — to say the least — and the home health and hospice M&A landscape is no exception. While the hospice industry...

Home Health, Home Care and Hospice M&A 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...

Recent Transactions

Perspectives Sale
Assist Care Tombstone
ORI Home Care
Aware Senior Care
BayMark Acquires Liberty Bay
LasVegas Recovery Tombston

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

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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