Successful Transactions

Mertz Taggart has a track record of successfully selling healthcare businesses with confidentiality and integrity.


The Principals of Mertz Taggart Have Closed Over 100 Home Health, Hospice and Behavioral Health Transactions Around the Globe Since 2006.


“We couldn’t be happier with this transaction.  We hired Mertz Taggart because of their industry expertise and relationships.  They ran a highly confidential and competitive process that was organized, timely and personalized. They found the ideal buyer and maximized the value for us. Mertz Taggart certainly exceeded our expectations. We have worked over the last 16 years to develop effective recovery programs for our patients and to innovate treatment for underserved populations such as those incarcerated through one of the nation’s first in-house opioid treatment programs in a state detention center. We feel confident that BayMark will support and enhance our mission while maintaining the highest level of care for our patients and improving accessibility to life-saving treatment.”

— Evan Baldwin, M.D., CEO, Recovery Services of New Mexico

“As an investor in home health care companies, I’ve had the change to work on several transactions with Cory. He’s resourceful, well networked, and highly effective in managing the sale process of healthcare companies. I would recommend him for a healthcare services company seeking an advisor to manage the sale of their business.”

— Michael McGinn, Managing Director, Prince Capital Partners

“Early in 2018, we began searching for the right firm to help us sell our private pay home care agency in western Massachusetts.  We talked to a lot of people and considered a lot of angles.  We selected Mertz Taggart because Cory is highly knowledgeable, produces volume, has a process and a plan for marketing the business, and finally he is calm (very important) and thoughtful.  We just closed on our business and couldn’t be happier that we chose Mertz Taggart.  Most importantly when all is said and done:  Mertz Taggart got us significantly more money than anyone had ever discussed or offered.  Enough said.”

— Kelly and Curt Hudson, Comprehensive Home Care

“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

“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

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2161 McGregor Blvd.
Suite D
Fort Myers, FL 33901



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