About Mertz Taggart
Mertz Taggart is a healthcare M&A advisory firm focused exclusively on healthcare services. Since 2006, our principals have completed more than 160 healthcare transactions, helping owners navigate one of the most important financial and personal decisions of their lives.
What makes that experience different is that it is not just transactional. We understand what it means to build, operate, and ultimately sell a healthcare company. That perspective shapes how we advise, how we prepare businesses for market, and how seriously we take the responsibility of representing what an owner has built.
We help owners with clear guidance, honest perspective, and a disciplined process designed to create leverage, attract the right buyers, and drive top-of-market outcomes.
What We Believe
Our Promise:
We stand with healthcare owners through their most consequential decisions, protecting what they've built by running a disciplined, competitive process designed to command the premium their business deserves.
Our Core Values:
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Teamwork. Every deal is a team effort. Our advisors, analysts, and operations team work together so nothing falls through the cracks.
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Integrity. We tell clients the truth, even when it is difficult to hear.
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Client Focus. Your deal is not a number on our board. It's your life's work, and we treat it that way.
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Growth-Oriented. We are committed to continuous improvement in our process, our market knowledge, and the way we support clients.
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Accountability. We show up for every meeting, return every call, and stay engaged from first conversation through closing day and beyond.
Why Healthcare Owners Choose Mertz Taggart
We’ve lived the owner side of the equation
Selling a healthcare business is rarely just a financial decision. Owners are thinking about employees, reputation, patients, and what comes next. We understand that, and we advise accordingly.
We run a disciplined, confidential, competitive process
Our process is built to create leverage, attract the right buyers, and help clients secure top-of-market outcomes through preparation, positioning, and disciplined execution.
We bring buyer-validated credibility
Buyer interest alone is not enough. Positioning, preparation, timing, and process all matter. We help clients understand what buyers will focus on and how to go to market the right way.
We stay involved through the hard parts
Many owners need more than a firm that can take a business to market. They need an advisor who will stay close to the details, help manage diligence, anticipate issues, and protect value all the way through closing.
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