VERTESS
VERTESS Healthcare Advisors is a U.S.-based M&A advisory firm providing sell-side and buy-side transaction services exclusively to healthcare business owners across 15+ verticals, including DME, behavioral health, dental, and home health.
- Company typePrivate
- Founded2014
- HeadquartersFort Worth, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What VERTESS does
VERTESS Healthcare Advisors, LLC is a U.S.-based, healthcare-exclusive mergers and acquisitions advisory firm founded in 2014 and headquartered in Fort Worth, Texas. The firm provides sell-side advisory, buy-side advisory, business valuation, and strategic consulting services to healthcare business owners, private equity groups, and strategic acquirers across more than 15 healthcare verticals — including Medical Billing/RCM, Dental, Veterinary, SUD/Behavioral Health, Home Health/Hospice, Pharmacy, Medical Device Manufacturing, Physician Practices, Durable/Home Medical Equipment (DME/HME), Intellectual/Developmental Disabilities and Autism Services, Health IT, Urgent Cares/Hospitals/ASC, Medical Transport, Medical Labs, and Healthcare Staffing.
The firm operates on a professional services model, generating revenue through engagement-based and success-fee structures tied to closed M&A transactions, with multi-year engagements and quote-based pricing that is not publicly disclosed. There is no proprietary technology platform — the offering is human-advisor-led, augmented by free content-marketing tools (M&A Readiness Scorecard, 'Selling Your Baby' e-book, '6 Reasons to Use an M&A Advisor' guide) used to generate leads and establish authority. The firm has scaled to 12 U.S. offices anchored by Managing Directors, completed multiple sell-side transactions across diverse healthcare verticals in late 2025 and early 2026, and in September 2025 made its first disclosed operating-business acquisition with Helping Hands Home Care Service. VERTESS was ranked the #1 Lower Middle Market Investment Bank by Axial in Q1 2024 and is recognized in healthcare trade media such as HME News. The firm is independently owned by its partners (including Managing Partner Vaughne Glennie), with no disclosed private equity or venture capital backing.
VERTESS firmographics
Firmographics- Name
- VERTESS
- Legal name
- VERTESS Healthcare Advisors, LLC
- Website
- https://vertess.com/
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- VERTESS Healthcare Advisors is a U.S.-based M&A advisory firm providing sell-side and buy-side transaction services exclusively to healthcare business owners across 15+ verticals, including DME, behavioral health, dental, and home health.
- Ownership category
- akta.pro rank
VERTESS industry classification
Industry- Product category
- Healthcare M&A Advisory
- NAICS
- Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
- akta.pro secondary industry
- Buy-Side M&A Advisory (FSAEAGAB)
Keywords
Where VERTESS is headquartered
LocationHeadquarters
- HQ city
- Fort Worth
- HQ country
- United States
- HQ region
- North America
Offices12 records
Markets served
VERTESS business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- M&A Advisory Fees: VERTESS generates revenue through providing mergers and acquisitions advisory services to healthcare business owners. The firm charges fees for sell-side and buy-side advisory, transaction management, valuation services, and strategic consulting related to healthcare M&A transactions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom engagement-based pricing for healthcare M&A advisory services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
VERTESS product offering
Product offeringCore offering
VERTESS provides specialized mergers and acquisitions advisory services exclusively to healthcare business owners, including sell-side and buy-side transaction support, company valuation, due diligence, buyer identification, negotiation, and post-close transition planning. Advisory is delivered across roughly 15 healthcare verticals including Medical Billing/RCM, Dental, Veterinary, SUD/Behavioral Health, Home Health/Hospice, Pharmacy, Medical Device Manufacturing, Physician Practices, DME/HME, IDD & Autism Services, Health IT, Urgent Cares/Hospitals/ASC, Medical Transport Services, Medical Labs, and Healthcare Staffing.
Product overview
VERTESS is a healthcare M&A advisory firm that provides sell-side and buy-side advisory services exclusively within the healthcare industry. The firm operates as a services-based advisory rather than a software product company, offering transaction advisory, business valuation, and strategic consulting services. Their core offering is M&A advisory for healthcare business owners, supported by free tools including the M&A Readiness Assessment scorecard and educational resources like the 'Selling Your Baby' e-book. VERTESS serves 15+ healthcare sectors including Medical Billing/RCM, Dental, Veterinary, Behavioral Health, Home Health/Hospice, Pharmacy, Medical Device Manufacturing, Physician Practices, DME/HME, Health IT, and Healthcare Staffing.
Differentiator
Problem solved
Functional benefit
Products and services
- Sell-Side Advisory Services Sell-side M&A advisory services for healthcare business owners looking to sell their companies, including transaction preparation, valuation, buyer identification, negotiation, due diligence management, and closing support. Used by owner/operators and physician practice owners across 15+ healthcare verticals.
- Buy-Side Advisory Services Advisory services for private equity firms and strategic acquirers seeking to acquire healthcare businesses, including target identification, due diligence support, valuation, and transaction execution across healthcare sub-sectors such as DME/HME, behavioral health, IDD services, home health, pharmacy, and more.
- Business Valuation Services Professional valuation of healthcare businesses to determine fair market value for sellers, buyers, and strategic planning purposes. Used by healthcare owner/operators planning exits and by acquirers underwrite-performing targets.
- Consulting and Executive Coaching Strategic consulting and executive coaching services for healthcare organizations, including organizational restructuring, business planning, performance improvement, and divestiture advisory for healthcare and social-services organizations such as SEEK Arizona, ASU Center for Applied Behavioral Health Policy, ANCOR Foundation, Genesis Development, MOSAIC, and Lutheran Social Services of the Southwest.
Companies that use VERTESS
Customer profileNamed customers9 records
Segments4 records
Ideal customer profiles2 records
VERTESS technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
VERTESS partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered minor.
- Rotech Healthcare, Inc.minorRotech Healthcare, Inc., a Florida-based national leader in respiratory and sleep apnea treatment, acquired Cape Medical Supply, Inc. (Oxygen Assets) through VERTESS advisory. Cape Medical Supply was a Massachusetts-based provider of oxygen supplies.
- TBC Services, LLCminorTBC Services, LLC, an Arizona healthcare and human services company, acquired Metro Care Services, LLC through VERTESS advisory. Metro Care Services was an Arizona in-home disabilities services company.
- Patient Home Monitoring Corp.minorPatient Home Monitoring Corp., a TSX-listed international healthcare services company, acquired Sleep Management, LLC through VERTESS advisory. Sleep Management was a Louisiana provider of innovative sleep equipment and supplies.
- Pediatric Home Respiratory Services, LLCminorPediatric Home Respiratory Services, LLC, a Minnesota-based pediatric home health care agency, acquired RSVP Home Care, Inc. and Pulmonary Partners, LLC through VERTESS advisory. These were Kentucky-based pediatric respiratory-focused DME and clinical services providers.
- The MENTOR NetworkminorThe MENTOR Network, a Massachusetts-based network of health and human services providers, acquired TBI Duluth through VERTESS advisory. TBI Duluth was a Minnesota-based traumatic brain injury supports provider.
- National Seating & Mobility, Inc.minorNational Seating & Mobility, Inc., a national provider of complex rehab technology (CRT), acquired Integrity Medical, Inc. through VERTESS advisory. Integrity Medical was a Georgia-based provider of complex rehab technology.
- Pediatric Home Respiratory Services, LLCminorPediatric Home Respiratory Services, LLC acquired Apple Homecare Medical Supply Inc. through VERTESS advisory. Apple Homecare was a Texas-based pediatric respiratory and enteral supply provider.
- Reliable Medical Supply LLCminorReliable Medical Supply LLC, a Minnesota mobility company, acquired Certified Seating & Mobility LLC through VERTESS advisory. Certified Seating & Mobility was a Georgia durable medical equipment company.
- VersiCare GroupminorVersiCare Group, a partnership between ExpertCare and Seven Hills Capital, acquired Community Resource Network of Florida, Inc. through VERTESS advisory. Community Resource Network was a Florida-based provider of services to children and adults with intellectual/developmental disabilities.
- Redwind Innovations, LLCminorRedwind Innovations, LLC, a Pennsylvania-based advisory firm focused on healthcare and technology-based innovation and early stage growth opportunities, acquired Blue Star through VERTESS advisory. Blue Star was a Pennsylvania-based mail order 340b pharmacy.
- AdaptHealthminorAdaptHealth acquired Gammie HomeCare through VERTESS sell-side advisory in December 2025/January 2026. Gammie HomeCare was in the durable medical equipment sector.
- AnodyneminorAnodyne acquired Foot Care Store/Dia-Foot through VERTESS sell-side advisory in December 2025/January 2026. The transaction was in the diabetic footwear sector.
- Individual BuyerminorAn individual buyer acquired Connecticut Mental Health Specialists through VERTESS sell-side advisory in December 2025/January 2026. The transaction was in the behavioral health sector.
Scale indicators2 records
Recent moves5 records
Expansion highlights5 records
VERTESS competitors and assessment
Company assessmentDirect peers
- EdgePoint Capital Group: Middle-market M&A advisor with healthcare specialization across services and provider sub-sectors; competes for similar sell-side healthcare engagements.
- Provident Healthcare Partners: Healthcare-specialized M&A advisory firm serving lower middle market healthcare services companies; directly competes for sell-side and buy-side healthcare mandates with comparable target client profile.
- The Braff Group: Boutique M&A advisory firm focused on healthcare services including behavioral health, pharmacy, and home health—overlapping verticals and buyer networks with VERTESS.
- Hammond Hanlon Camp (H2C): Healthcare-dedicated investment bank providing M&A and capital advisory to healthcare services and real estate clients; competes head-to-head on healthcare deals of similar size.
- Hyde Park Capital Advisors: Lower middle market investment bank with a dedicated healthcare practice; matches VERTESS on deal-size profile and healthcare sell-side and buy-side mandates.
- Healthcare Growth Partners (HGP): Investment bank focused exclusively on healthcare technology and services M&A, with overlapping verticals in Health IT, staffing, and provider services.
- Cascadia Capital: Independent middle-market investment bank with a healthcare services vertical; comparable deal sizes, target clients, and buyer relationships in healthcare M&A.
- Carl Marks Advisors: Middle-market advisory firm active in healthcare M&A and restructuring; overlaps in healthcare services sell-side work at similar lower middle market transaction sizes.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
VERTESS social profiles
Digital presenceVERTESS financial estimates
Financial estimateRevenue estimate
Valuation estimate
VERTESS leadership team
Management profileNumber of profiles
Profiles17 records
VERTESS funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
VERTESS M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about VERTESS
What does VERTESS do?
VERTESS provides specialized mergers and acquisitions advisory services exclusively to healthcare business owners, including sell-side and buy-side transaction support, company valuation, due diligence, buyer identification, negotiation, and post-close transition planning. Advisory is delivered across roughly 15 healthcare verticals including Medical Billing/RCM, Dental, Veterinary, SUD/Behavioral Health, Home Health/Hospice, Pharmacy, Medical Device Manufacturing, Physician Practices, DME/HME, IDD & Autism Services, Health IT, Urgent Cares/Hospitals/ASC, Medical Transport Services, Medical Labs, and Healthcare Staffing.
Is VERTESS a public or private company?
VERTESS is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was VERTESS founded?
VERTESS was founded in 2014. It employs 11 to 50 people.
Where is VERTESS based?
VERTESS is headquartered in Fort Worth, United States, in the North America region.
How does VERTESS make money?
One revenue line is on record: M&A Advisory Fees.
Who are VERTESS's main competitors?
Direct peers on record are EdgePoint Capital Group, Provident Healthcare Partners, The Braff Group, Hammond Hanlon Camp (H2C), Hyde Park Capital Advisors, Healthcare Growth Partners (HGP), Cascadia Capital and Carl Marks Advisors.
Does VERTESS have an API?
No public API is recorded for VERTESS.
What industry is VERTESS in?
VERTESS's product category is Healthcare M&A Advisory. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of FSAEAGAB, Buy-Side M&A Advisory. Its NAICS code is 54161 and its SIC code is 8742.