Optimism around a pickup in home-based care M&A activity is supported by a ~50% uptick in closed transactions in Q2, with 20 deals closed, and the announcement of some larger transactions. "It's only one quarter worth of data," commented Mertz Taggart Managing Partner, Cory Mertz. "But we talk with the investment community regularly, and there is a sense of optimism around an M&A rebound over the next 12 months, grounded in improving inflation numbers." To learn more, follow the link below! #MertzTaggart #mergersandacquisitions #homebasedcare #homecare #homehealth #hospice #quarterlyreport #quarterly #transactions #report
Mertz Taggart
Investment Banking
Fort Myers, Florida 1,148 followers
Mergers and acquisitions firm specializing in home health, hospice, home care, and behavioral health.
About us
Mertz Taggart is a mergers and acquisitions firm that specializes in healthcare services, with an emphasis on home health, home care, hospice and behavioral health.
- Website
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https://mertztaggart.com
External link for Mertz Taggart
- Industry
- Investment Banking
- Company size
- 11-50 employees
- Headquarters
- Fort Myers, Florida
- Type
- Privately Held
- Founded
- 2014
Locations
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Primary
2161 McGregor Blvd
Suite D
Fort Myers, Florida 33901, US
Employees at Mertz Taggart
Updates
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M&A Market For Home-Based Care Providers Servicing Veterans The strong investor interest in home-based care providers that service veterans and receive reimbursement through TPAs has increased the demand and value of these assets. We invite you to revisit our blog about this rising interest by following the link. You can also find useful resources from the Veterans Guide on the link. #MertzTaggart #mergersandacquisitions #homebasedcare #homecare #homehealth #hospice #veterans U.S. Department of Veterans Affairs TriWest Healthcare Alliance UnitedHealth Group
Strong Investor Interest In Home-Based Care Providers Servicing Veterans
mertztaggart.com
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Join us in Las Vegas, NV, July 21-23 for the 2024 National Association for Home Care & Hospice's Financial Management Conference! NAHC Financial is a unique gathering of home health, hospice, and private duty financial and executive leaders, and an opportunity to delve into industry insights and pressing issues! Please don't hesitate to contact Cory Mertz, or Michael W. Lloyd to arrange a confidential discussion during the conference, as they will be available to answer any questions about the current healthcare services M&A trends. For more information about NAHC Financial, visit https://lnkd.in/d4qgZDQG #MertzTaggart #mergersandacquisitions #homehealth #homecare #hospice #privateduty #healthcareservices #financialmanagement #NAHC
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Join us in Orlando, FL, for the HomeCareCon, the Home Care Association of Florida’s Annual Conference & Trade Show, July 16th - 19th! The theme of this year’s conference, “Dream, Believe, Achieve: Shaping the Future of Home Care”, will focus on resilience, innovation, and collaboration within the home care industry. Our Cory Mertz and Michael W. Lloyd Lloyd will be attending and available to answer any questions you might have about the home care industry and current M&A trends. Please feel free to contact us at info@mertztaggart.com to arrange a confidential discussion during the conference. #MertzTaggart #mergersandacquisitions #homecare #homebasedcare #healthcareservices #HCAF #HomeCareCon #conference #networking
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Are you navigating the complex world of home-based care mergers and acquisitions? Choosing the right M&A advisor can make all the difference. Discover the 6 crucial considerations to help you make your decision and make sure you partner with an expert who truly understands your needs. Read more here: https://lnkd.in/g_6iHprg #MertzTaggart #mergersandacquisitions #homebasedcare #homecare #homehealth #hospice #healthcareservices #HealthcareMergers
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Mertz Taggart reposted this
Thank you for your analysis and insights Rebecca Springer, PhD. Great piece on the scope and strategy of PE investment in healthcare services. The biggest surprise to me is private equity's share of the overall U.S. healthcare spend at ~3.3%.
Q3 2024 PitchBook Analyst Note: Quantifying PE Investment in Healthcare Providers | PitchBook
pitchbook.com
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Mertz Taggart’s Bruce Vanderlaan will be attending and presenting at the Growth & Elevation Retreat organized by Becky Reel of Reel Home Care Consulting, and sharing his knowledge on the topic of maximizing value. “We are delighted to welcome Bruce Vanderlaan, Managing Director of Mertz Taggart, to our retreat. Bruce brings extensive expertise from his role at a leading M&A firm specializing in Healthcare Services M&A. With a remarkable track record, Bruce and his team have guided numerous agency owners through successful exit strategies, ensuring optimal valuations and smooth transitions. Bruce's presentation, titled "Maximizing Your Agency's Value for Sale: What Buyers Are Looking For and How to Prepare," will focus on essential strategies to prepare your agency for sale and maximize its valuation. Drawing from his vast experience, Bruce will cover critical aspects that agency owners need to understand before entering the market. He will also provide insights into what buyers are currently seeking in the industry, equipping attendees with the knowledge to enhance their agency's appeal and financial worth. Having personally benefited from Bruce's guidance during the sale of my own home care business, I can attest to his professional excellence and compassionate approach. Bruce not only navigated the complexities of the sale process with expertise but also provided invaluable emotional support, making a challenging journey manageable and positive.” - Becky Reel Join us as Bruce shares his wealth of knowledge and practical advice to help you navigate the intricacies of selling your business. Whether you are planning for the future or seeking immediate guidance, Bruce's session promises to empower you with the insights and strategies needed for a successful business transition. Use code: ReelMT, to save $150 on your ticket purchases by August 1. Visit https://lnkd.in/gpRRPx4u to find out everything you need to know about the Growth & Elevation Retreat! #MertzTaggart #mergersandacquisitions #healthcare #homecare #homehealth #hospice #growth #elevation #retreat #ReelConsulting
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Join us in Las Vegas, NV, July 21st-23rd for the 2024 Financial Management Conference by the National Association for Home Care & Hospice! Expect to meet home health, hospice, and private duty financial and executive leaders, delve into the latest industry insights, and address pressing issues! Please feel free to contact us at info@mertztaggart.com to arrange a confidential discussion during the conference. For more information about the FMC, visit https://lnkd.in/dah9dUbz #MertzTaggart #mergersandacquisitions #homehealth #homecare #hospice #privateduty #healthcareservices
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🇺🇸 Happy 4th of July from Mertz Taggart! 🇺🇸 As we celebrate the birth of our nation, let's take a moment to appreciate the values of freedom, resilience, and unity that define America. Whether you're enjoying a BBQ with family, watching fireworks light up the sky, or simply taking a well-deserved break, we wish you a safe and joyful Independence Day. Here's to the land of the free and the home of the brave. Happy Independence Day!
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We invite you to join us at HomeCareCon, the Home Care Association of Florida's Annual Conference & Trade Show, from July 16th in Orlando, FL! HomeCareCon features a vibrant two-day trade show where you can explore innovative products and services from top sponsors and exhibitors. The program offers relevant and engaging content for Medicare, Medicaid, and Private Duty providers. This year's theme, "Dream, Believe, Achieve: Shaping the Future of Home Care," focuses on resilience, innovation, and collaboration within the home care industry. Contact us at info@mertztaggart.com to arrange a confidential discussion during the conference! #MertzTaggart #mergersandacquisitions #homecare #homehealth #hospice #healthcare #HCAF #conference
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