INSIGHTS &amp; INDUSTRY NEWS

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.

Aug 206 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.

6 Considerations When Choosing a Home-Based Care M&A Advisor

Jun 43 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:

May 166 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!

Apr 294 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.

Considering a sale in 2024? What you need to know now:

Mar 14 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.

Home-Based Care Public Company Earnings Call Report Q3 2023

Dec 5, 20236 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.

Sep 22, 20234 min read

Beware the Broker Bait-And-Switch

Here's what you should know about the broker bait-and-switch to avoid it!

How Rising Interest Rates are Driving Demand for Lower Middle Market Home-Based Care Companies

Sep 19, 20232 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.

Valuations for Lower Middle Market Healthcare Services Companies

Jul 6, 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...

Defining the Buyer Universe for Your Home-Based Care Company

Jun 29, 20234 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:...

Mertz Taggart is Recognized as Top Firm of the Year by M&A Source

Jun 23, 20231 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.

Home-Based Care Public Company Earnings Call Report Q1 2023

Jun 13, 20235 min read

Home-Based Care Public Company Earnings Call Report Q1 2023

Mertz Taggart Company Round-Up Home-Based Care Q1 2023

UPDATE: Five Reasons Why Investors Love Home and Community Based Services (HCBS)

Jun 8, 20232 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...

Five Reasons Why Investors Love Home and Community Based Services (HCBS) Providers

Apr 3, 20235 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...

5 Things Every Care-at-Home Agency Owner Should Consider Before Their Exit

Mar 7, 20232 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, 20235 min read

Q4 2022 Behavioral Health M&A Update

The departure of 2022 marked the arrival of a new trend in behavioral healthcare merger and acquisition activity: Venture capital firms...

Q4 2022 Home Health, Hospice, and Home Care M&A Update

Feb 13, 20234 min read