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INSIGHTS &
INDUSTRY NEWS
The Latest Up-To-Date News Impacting the Mergers & Acquisitions (M&A) Industry and Marketplace
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Looking Ahead: Innovation, Technology, and the Future of M&A in Home Health & Hospice
Discover how home health and hospice agencies can prepare for successful transactions in a shifting landscape.
Jan 172 min read

Maximizing Value: How Advisors Evaluate Home Health & Hospice Assets
This article covers how advisors evaluate and enhance the value of home health and hospice agencies.
Jan 82 min read

Navigating the M&A Landscape: Key Trends and the Role of Advisors
The healthcare mergers and acquisitions (M&A) marketplace is undergoing a dynamic transformation, driven by shifting industry trends,...
Dec 10, 20243 min read

Home Care Agency M&A Case Study: Selling My Home Care Agency with Mertz Taggart
Discover the journey behind the sale of For Papa’s Sake Home Care—a story of legacy, family, and commitment to compassionate care.
Oct 30, 20243 min read

Do What the Pros Do - 3 Strategies Agency Owners Can Borrow from Private Equity
Here are three things that home-based agency owners can learn from PE firms on how to achieve a successful exit.
Oct 28, 20243 min read

Q2 2024 Behavioral Health M&A Report
A total of 30 deals were reported in Q2, down by nearly a third from the 44 announced in the year’s first 3 months. Read the Q2 report now.
Aug 20, 20246 min read

6 Considerations When Choosing a Home-Based Care M&A Advisor
Choosing the best firm to represent you is an important factor when deciding to take your agency to market. Some factors to consider are:
Jun 4, 20243 min read

Q1 2024 Behavioral Health M&A Report
A total of 42 deals were reported in the first three months of 2024, the most since the fourth quarter of 2022. Read the full report inside!
May 16, 20246 min read

Q1 2024 Home-Based Care M&A Report
After a solid Q4 2023, home-based care transactions dropped significantly in Q1 2024. Please read the details in our M&A report.
Apr 29, 20244 min read

Considering a sale in 2024? What you need to know now:
Here are some areas agency owners should consider to best position themselves and their business for a successful sale in 2024.
Mar 1, 20244 min read

Home-Based Care Public Company Earnings Call Report Q3 2023
The latest insights on the Q3 2023 earnings calls of home-based care public companies. Discover key financial figures and industry trends.
Dec 5, 20236 min read

Beware the Broker Bait-And-Switch
Here's what you should know about the broker bait-and-switch to avoid it!
Sep 22, 20234 min read

How Rising Interest Rates are Driving Demand for Lower Middle Market Home-Based Care Companies
An overview of the increasing demand for Lower Middle Market Home-Based Care Companies due to Rising Interest Rates.
Sep 19, 20232 min read


Valuations for Lower Middle Market Healthcare Services Companies
Despite rising interest rates, bank failures, and a slowdown in M&A activity, valuations for healthcare services companies with adjusted...
Jul 6, 20232 min read


Defining the Buyer Universe for Your Home-Based Care Company
By Eduardo Tavel No matter where you are in your home-based care journey of ownership or operations, it’s never too early to think:...
Jun 29, 20234 min read


Mertz Taggart is Recognized as Top Firm of the Year by M&A Source
Mertz Taggart announced today that it was recognized as an M&A Source Top Firm of the Year for its outstanding performance in 2022.
Jun 23, 20231 min read

Home-Based Care Public Company Earnings Call Report Q1 2023
Mertz Taggart Company Round-Up Home-Based Care Q1 2023
Jun 13, 20235 min read


UPDATE: Five Reasons Why Investors Love Home and Community Based Services (HCBS)
On April 27th, shortly after we published this original post, CMS dropped a bombshell proposed rule, which stated, among several...
Jun 8, 20232 min read


Five Reasons Why Investors Love Home and Community Based Services (HCBS) Providers
When it comes to non-medical home care, the U.S. continues to put its money, and its legislation, where its mouth is. And investors are...
Apr 3, 20235 min read


5 Things Every Care-at-Home Agency Owner Should Consider Before Their Exit
For an agency owner, exiting their business can feel like abandoning a child. It is a very emotional but critical decision that should be...
Mar 7, 20232 min read
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