Mertz Taggart
Mertz Taggart is a US-based sell-side M&A advisory firm exclusively serving healthcare business owners across home care, home health, hospice, behavioral health, infusion therapy, and ambulatory surgery centers, with 160+ completed transactions since founding.
- Company typePrivate
- Founded2004
- HeadquartersDuluth, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Mertz Taggart does
Mertz Taggart is a privately held, US-based sell-side M&A advisory firm exclusively focused on healthcare services. The firm represents business owners in home care, home health, hospice, behavioral health (addiction treatment, mental health, autism/IDD), and more recently infusion therapy and ambulatory surgery centers, advising them through valuation, buyer identification, competitive process management, negotiation, and closing. Leadership is led by Managing Partners Cory Mertz and Kevin Taggart (a Certified M&A Professional) and Managing Director Bruce Vanderlaan (JD), each bringing practitioner experience owning or operating healthcare businesses.
The firm's core offerings are sell-side M&A advisory services and the Value Accelerator Program, a no-cost structured pre-sale engagement built on the proprietary GOSA Framework (Gap, Obstacles, Strategies, Actions) for assessing and improving enterprise value across Revenue, Margin, and Multiple. The firm operates a curated network of approximately 140 strategic acquirers and active private equity buyers, and runs competitive auction processes rather than single-buyer negotiations to maximize seller outcomes. The firm has completed more than 160 transactions across its covered verticals and publishes quarterly M&A reports cited by industry trade publications, hosts the Behind the Curtain buyer webinar series, and maintains a sustained conference presence across the healthcare services circuit.
The revenue model is professional services: standard M&A advisory fee structures comprising a retainer and a success fee on closed transactions, with the Value Accelerator Program serving as a non-revenue-generating funnel for future mandates. The firm is privately held, does not disclose financials, and operates with a lean team (11-50 employees) out of its US base. Geographic reach is national within the United States; there is no indication of international operations.
Mertz Taggart firmographics
Firmographics- Name
- Mertz Taggart
- Legal name
- Mertz Taggart
- Website
- https://mertztaggart.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Mertz Taggart is a US-based sell-side M&A advisory firm exclusively serving healthcare business owners across home care, home health, hospice, behavioral health, infusion therapy, and ambulatory surgery centers, with 160+ completed transactions since founding.
- Ownership category
- akta.pro rank
Where Mertz Taggart is headquartered
LocationHeadquarters
- HQ city
- Duluth
- HQ country
- United States
- HQ region
- North America
Markets served
Mertz Taggart business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations
Revenue model
- M&A Advisory Fees: Mertz Taggart earns fees for providing sell-side M&A advisory services to healthcare business owners. The firm works on a success-fee basis typical of M&A advisory, representing owners through the sale process including valuation, buyer identification, deal structuring, negotiation, and closing. The firm also offers a no-cost Value Accelerator Program to build relationships with potential future clients.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Mertz Taggart product offering
Product offeringCore offering
Mertz Taggart is a healthcare-focused sell-side mergers and acquisitions advisory firm that represents owners of home care, home health, hospice, behavioral health, infusion therapy, and ambulatory surgery center businesses through the sale process. The firm prepares businesses for market, curates qualified strategic and private equity buyers, runs competitive auction processes, negotiates terms, and closes transactions while protecting confidentiality. Its complementary no-cost Value Accelerator Program uses the proprietary GOSA Framework to deliver valuation, gap analysis, and value-improvement planning before owners go to market.
Product overview
Mertz Taggart is an industry-leading healthcare M&A advisory firm that operates as a services-based firm rather than a software product company. The firm offers sell-side M&A advisory services with its flagship Value Accelerator Program—a structured, no-cost engagement that provides customized business valuation and strategic planning using the GOSA Framework (Gap, Obstacles, Strategies, Actions) to help healthcare business owners improve enterprise value before going to market. The firm has completed more than 160 transactions across home care, home health, hospice, behavioral health, and specialty healthcare verticals.
Differentiator
Problem solved
Functional benefit
Brands
- Value Accelerator Program: A structured, no-cost engagement designed to help healthcare business owners understand their company's current value and build a plan to maximize it before going to market.
- Behind the Curtain
Products and services
- Sell-Side M&A Advisory Services Exclusive sell-side representation for healthcare business owners, including preparing businesses for market, evaluating buyer interest, creating competitive leverage, negotiating terms, and closing transactions with confidentiality protection. Services span home care, home health, hospice, behavioral health (addiction treatment, mental health, autism/ABA services), and infusion therapy.
- Value Accelerator Program A no-cost structured engagement for owners of home care, home health, and hospice businesses that provides customized business valuation, gap analysis using the GOSA Framework, strategic planning to improve enterprise value across Revenue, Margin, and Multiple, and ongoing guidance until the owner is positioned for a top-of-market exit.
Quantifiable outcome
- In Q4 2024, Mertz Taggart reported 37 behavioral health M&A transactions, bringing the 2024 total to 155 transactions with $170 million in combined growth deal value
- +2 more outcomes
Companies that use Mertz Taggart
Customer profileNamed customers1 record
Segments6 records
Ideal customer profiles4 records
Mertz Taggart technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Mertz Taggart partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights5 records
Mertz Taggart competitors and assessment
Company assessmentDirect peers
- Stoneridge Partners: Healthcare M&A advisory firm specializing in home care, home health, hospice, and behavioral health sell-side transactions, operating as a direct competitor in Mertz Taggart's core verticals.
- SOLIC Capital: Healthcare-focused investment bank providing M&A advisory and capital raising to middle-market healthcare services companies, comparable in deal size, client profile, and sell-side orientation.
- Edgemont Capital Partners: Healthcare M&A advisory firm focused on middle-market healthcare services transactions, with overlapping coverage in home health, hospice, and behavioral health.
- Hammond Hanlon Camp (H2C): Healthcare-focused investment bank advising middle-market providers, payers, and services companies on M&A and capital strategy, with overlapping sector coverage in home-based care and behavioral health.
- M&A Healthcare Advisors: Boutique M&A advisory firm dedicated to healthcare services transactions, including home care and behavioral health, closely mirroring Mertz Taggart's vertical focus and deal sizes.
- Provident Healthcare Partners: Healthcare-focused M&A advisory firm providing sell-side and capital raising services to middle-market healthcare services companies, directly comparable to Mertz Taggart's specialty and engagement model.
Broad incumbents
- Capstone Partners: Middle-market investment bank with a healthcare services practice advising on M&A across home care, hospice, and behavioral health, broader in scope but comparable in target client profile.
- Brown Gibbons Lang & Company: Larger middle-market investment bank with a dedicated healthcare practice providing M&A and capital raising to healthcare services companies, offering overlapping capabilities but across a broader sector portfolio.
- Carl Marks Advisors: Middle-market advisory firm providing M&A and consulting services, with a healthcare services practice that overlaps with Mertz Taggart's deal sizes and vertical mix.
- Ziegler: Diversified investment bank with a long-standing healthcare practice covering M&A, capital raising, and strategic advisory for healthcare services clients, including home care and senior living — broader than Mertz Taggart but overlapping in client base.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Mertz Taggart social profiles
Digital presenceMertz Taggart financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mertz Taggart leadership team
Management profileNumber of profiles
Profiles4 records
Mertz Taggart funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mertz Taggart M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Mertz Taggart
What does Mertz Taggart do?
Mertz Taggart is a healthcare-focused sell-side mergers and acquisitions advisory firm that represents owners of home care, home health, hospice, behavioral health, infusion therapy, and ambulatory surgery center businesses through the sale process. The firm prepares businesses for market, curates qualified strategic and private equity buyers, runs competitive auction processes, negotiates terms, and closes transactions while protecting confidentiality. Its complementary no-cost Value Accelerator Program uses the proprietary GOSA Framework to deliver valuation, gap analysis, and value-improvement planning before owners go to market.
Is Mertz Taggart a public or private company?
Mertz Taggart is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Mertz Taggart founded?
Mertz Taggart was founded in 2004. It employs 11 to 50 people.
Where is Mertz Taggart based?
Mertz Taggart is headquartered in Duluth, United States, in the North America region.
How does Mertz Taggart make money?
One revenue line is on record: M&A Advisory Fees.
Who are Mertz Taggart's main competitors?
Direct peers on record are Stoneridge Partners, SOLIC Capital, Edgemont Capital Partners, Hammond Hanlon Camp (H2C), M&A Healthcare Advisors and Provident Healthcare Partners. Broad incumbents are Capstone Partners, Brown Gibbons Lang & Company, Carl Marks Advisors and Ziegler.
Does Mertz Taggart have an API?
No public API is recorded for Mertz Taggart.