Mertz Taggart

Mertz Taggart is a healthcare-focused mergers and acquisitions advisory firm that has completed over 160 transactions since 2006. The firm specializes exclusively in healthcare services sectors including home care, home health, hospice, infusion therapy, addiction treatment, IDD/autism services, mental health, and ambulatory surgery centers.

The firm's principals bring firsthand operational experience from owning and operating a healthcare company, which they leverage to guide clients through business sales. Their process involves creating competitive bidding environments, positioning companies for maximum value, and managing transactions from initial strategy through closing. The team includes professionals with backgrounds in healthcare operations, law, and financial analysis.

Mertz Taggart has been recognized as a Top Firm of the Year by M&A Source and named to Axial's list of top 50 lower middle market healthcare M&A advisors in 2024. The firm maintains memberships in national healthcare associations including NAHC, HCAF, and HCAOA, and regularly presents at industry conferences on healthcare M&A topics.

Organizations should consider Mertz Taggart when planning a healthcare services business exit and seeking advisors who understand both the financial transaction mechanics and the operational realities of running healthcare companies. The firm's documented case studies show their ability to create competitive processes that drive value, with one example demonstrating a 93% difference between highest and lowest offers.

Expect a structured two-stage process involving preparation of marketing materials, competitive outreach to qualified buyers, management of due diligence, and negotiation through closing. The firm provides ongoing support post-LOI to address challenges such as regulatory requirements and earn-out negotiations.

Mertz Taggart operates exclusively within healthcare services, with particular specialization in home-based care segments (home care, home health, hospice, infusion therapy) and behavioral health (addiction treatment, mental health, IDD/autism services). The firm demonstrates deep understanding of healthcare-specific transaction challenges including Medicare and Medicaid reimbursement impacts, state change-of-ownership requirements, and healthcare regulatory considerations.

Their case studies document expertise in navigating healthcare-specific valuation challenges such as proposed CMS reimbursement rate cuts during due diligence and financial statement adjustments that account for healthcare billing cycles. The firm's team includes professionals with clinical backgrounds and operational healthcare experience.

Healthcare service company owners with $5M+ in revenue across home care, home health, hospice, behavioral health, or related sectors who are considering a sale within 6-24 months. Best suited for operators seeking to maximize transaction value through a competitive process and who value advisors who understand the operational complexities of healthcare service delivery and reimbursement models.