The Future of M&A: Key Insights from Our Final Webinar
On November 15, 2024, Mertz Taggart and Maxwell Healthcare Associates wrapped up their insightful three-part webinar series with a deep dive into emerging technology trends, strategic innovations, and the evolving landscape of M&A in home health and hospice. Led by Jennifer Maxwell, this session featured expert panelists Cory Mertz, Managing Partner at Mertz Taggart, and Jay Duty, COO at Maxwell Healthcare Associates.
Top Highlights & Trends to Watch
Tech Integration is Now a Must-Have
Jay Duty emphasized, "The integration of technology is no longer a luxury—it’s an operational necessity." He highlighted how advanced tools like AI-driven automation and predictive analytics are reshaping care delivery and improving efficiency. Key trends include:
The growing adoption of AI for process optimization and clinical decision support.
Increased use of telehealth and remote patient monitoring to enhance patient touchpoints and reduce costs.
EMR Compatibility and Usage Matter More Than Ever
Both panelists agreed that while EMR systems can vary widely, buyers are increasingly focused on how effectively sellers are using them. Cory noted, "The EMR you’re on matters less than how you’re leveraging it. Good data and clean reporting can set your agency apart in a crowded market."
Value-Based Care as a Key Driver
With 80% of strategic buyers surveyed already implementing value-based care models, Cory explained, "Buyers are no longer just looking for revenue—they want agencies with scalable operations and a proven ability to deliver cost-effective, high-quality care."
Leveraging Data for Strategic Growth
Jay encouraged agencies to view data as a strategic asset: "Clean, well-managed data helps buyers see your value clearly. It’s not just about operational efficiency—it’s about showing a track record of quality care and outcomes."
Private Equity and Strategic Buyers are Evolving
The role of private equity is shifting as strategic buyers become more discerning. "The land-grab era is over," said Jay. "Today, it’s about finding well-managed assets with a clear commitment to innovation, clinical quality, and operational efficiency."
Final Takeaway
As the M&A landscape continues to evolve, the message is clear: technology, data-driven decision-making, and value-based care models will be critical for agencies looking to stand out and maximize value. Early preparation, combined with strategic investments in the right innovations, will be key to positioning for a successful transaction.
If you are interested in watching the entire Looking Ahead: Innovation, Technology, and the Future of M&A in Home Health & Hospice webinar, you can find it on our YouTube channel!
If you are contemplating an eventual sale of your home-based care agency, feel free to contact us at info@mertztaggart.com to arrange a confidential discussion about your exit strategy!
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