
M&A Firm
The Leader in Lower Middle Market Home Care M&A
Guiding home care owners through $5M–$100M exit transactions since 2006
Why Mertz Taggart is one of the most trusted names in healthcare mergers and acquisitions
160+
transactions completed
50+
combined years of health care experience
9,000+
network of financial & strategic buyers
$5-100M
ideal transaction range
>1.5B
in enterprise value transacted
“I don’t see how anyone can responsibly do a transaction without a strong advisor. We had some bumps in the road, but Bruce kept the ball rolling and governed me well on how to respond, when to step up, when to back down, when to be patient, and when the patience has worn out. I will forever be grateful to Bruce, Anke, and the MT team. It was a difficult process, but Anke and Bruce made it as simple as possible, despite the hiccups along the way. I can’t say enough about how happy I am that I chose Mertz Taggart over the other advisors.” - Adam Berry, CEO, As Close As Family



Every home care agency should be considering a sale or preparing for one
The best outcomes start earlier than most owners expect. This team knows which buyers are active, what they value, and how to drive competitive tension to maximize your outcome
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