Mertz Taggart

11/06/2025

We’re heading to Scottsdale for — Dec 8–10!

Join Mertz Taggart on the panel “Insights on Attracting Investment and Building Value” — discussing how providers can attract capital, scale smartly, and build long-term value.

📍 Fairmont Scottsdale Princess
🔗 https://www.hmpglobalevents.com/agenda-full/TCIV?event_dates=4267

’re heading to Scottsdale, AZ, December 8–10, for the Treatment Center Investment & Valuation Retreat (TCIV).

Kevin Taggart will be on stage for the panel discussion: “Insights on Attracting Investment and Building Value", together with Ali Beheshti, CEO at Zealie – Behavioral Health Billing Services and D. R. Rockwell, Founder and Managing Partner at Trinity Forest Partners.

This panel discussion will explore what service models are attracting investor interest, the M&A landscape as we wrap up 2025, the possibilities with real estate investment trusts (REITs), and what growth opportunities should be particularly on executives’ and investors’ radars.

📅 December 8–10, 2025
🔗 https://www.hmpglobalevents.com/tciv

11/04/2025

Most deals don’t fall apart because of the market — they fall apart in diligence.

In this short Behind the Curtain clip, Rich Tinsley explains the top deal killers he’s seen in home-based care M&A — and what separates sellers who get to the finish line from those who stall mid-process.

Watch the full on-demand webinar: https://www.mertztaggart.com/behind-the-curtain

10/30/2025

We’re heading to New Orleans for the 2025 National Alliance for Care at Home Annual Meeting & Exposition!

Join Cory Mertz, Bruce Vanderlaan, and Michael W. Lloyd Lloyd at booth #417 as the nation’s home care, home health, hospice, and palliative care leaders gather to explore the future of care delivery, workforce innovation, and M&A trends shaping the industry.

Our team will be on site connecting with company owners and operators to discuss valuation dynamics, growth strategies, and what’s driving deal activity in the home-based care market heading into 2026.

📍 New Orleans, LA
📅 November 2–4, 2025 (Pre-conference | Nov 1–2)
🔗 https://allianceforcareathome.org/event/the-national-alliance-for-care-at-home-fall-conference/

If you’re attending, stop by booth #417 or reach out to info@mertztaggart.com to schedule a confidential discussion.

10/29/2025

Reading recent headlines, one might be inclined to think M&A activity across behavioral healthcare is in the midst of a slowdown. But while deal volume has receded from the highs of 2021 and 2022, behavioral healthcare is on track for a total number of mergers and acquisitions that still outpaces historic norms.

In the third quarter, 40 deals were reported—a figure that puts 2025 on track for about 167 transactions by year’s end. For comparison, behavioral healthcare was seeing roughly 100 deals per year completed before the COVID-19 pandemic.

👉 Visit our website to read the full Q3 Behavioral Health M&A Report: https://www.mertztaggart.com/post/q3-2025-behavioral-health-m-a-report

The recap of Behavioral Health M&A activity is now available in our M&A Report! Read all about the transactions that marked Q2 2025!

10/27/2025

Join us December 8–10 for the Treatment Center Investment & Valuation Retreat (TCIV) in Scottsdale, AZ!

This annual event brings together leaders, investors, and operators across the behavioral health, mental health, addiction treatment, and autism services sectors — all focused on shaping the future of care delivery and investment.

Our team will be on site connecting with treatment center owners, operators, and investors to discuss the latest market trends, valuation dynamics, and what’s driving M&A activity heading into 2026.

We invite you to visit booth #12 to meet Kevin Taggart, Sandra Zervoudakis, and Peter Thiessen.

If you’re attending TCIV, we’d love to connect. Please reach out to info@mertztaggart.com to arrange a confidential discussion during TCIV!

Visit https://www.hmpglobalevents.com/tciv to find out more about the conference.

10/24/2025

The home-based care M&A landscape has changed — not just since COVID, but fundamentally.

Buyers today are more selective, diligence is deeper, and integration risk matters more than headline growth. What’s driving those changes, and how should sellers respond?

In this short clip from our Behind the Curtain webinar, Rich Tinsley, Chief Development Officer at Help at Home, shares how today’s market dynamics are shaping buyer behavior across the home-based care space.

🎥 Watch the full discussion on-demand:

Behind the Curtain: Motivations and Barriers of Industry Buyers in Their Search for Acquisitions

🔗 https://www.mertztaggart.com/behind-the-curtain

10/22/2025

A quick look at how financials impact the process of preparing your business for an exit - a short clip from our most recent webinar: “Maximize Your Exit: How to Prepare Your Business for Sale in 2026” featuring, Peter Thiessen.

The full webinar offers more insights, and provides:
- An overview of recent behavioral health M&A activity
- Insights into valuation drivers and current buyer appetite
- Key steps in preparing your business for sale - from financial readiness to operational alignment
- Best practices for structuring an efficient, successful process

Watch the fullwebinar: https://www.youtube.com/watch?v=eRDb5rwokh4

Please contact us at info@mertztaggart.com to arrange a confidential discussion about maximizing your exit strategy.

The Behavioral Health M&A market continues to evolve, shaped by shifting economic, regulatory, and investor dynamics. But market forces are only half the equ...

10/22/2025

Join Kevin Taggart, Sean Wendell,CPA, and Faizi Ahmed tomorrow at the INVEST Conference for the panel discussion:

🎤 Post-Close Realities: Aligning Physicians, Platforms and Performance in Behavioral Health - Sponsored by Mertz Taggart

Closing a deal is just the beginning. This conversation will unpack what comes next — integrating teams, aligning incentives, and building operational structures that sustain both clinical excellence and financial performance.

Expect candid perspectives on how leading platforms navigate growth, standardize care, and deliver value long after the transaction is complete.

📍 INVEST Conference by Behavioral Health Business
📅 Friday – October 23, 2025, 11:35 AM - 12:05 PM, Track B

🔗 https://bhbusiness.com/bhb-live-event/invest/

The INVEST Conference will bring together owners and operators of behavioral health practices for a day of networking and dealmaking. Hear from leading executives and industry experts shaping the field of investments, mergers and acquisitions and operations.

10/21/2025

Join us tomorrow in Nashville, TN (October 22–24) for the Behavioral Health Business' INVEST Conference — where leading executives and investors share insights shaping the behavioral health market.

Stop by booth #8 to meet Kevin Taggart, Peter Thiessen, and Sandra Zervoudakis for a confidential discussion about your business, the market, or current M&A activity.

🔗 Learn more about the conference: https://bhbusiness.com/bhb-live-event/invest/

10/20/2025

🎥 Behind the Curtain: Organic Growth vs. Acquisition Strategy

In our most recent Behind the Curtain webinar, Rich Tinsley, Chief Development Officer at Help at Home, shared how one of the nation’s largest home care providers balances organic growth with acquisition-driven expansion — and what that means for sellers in today’s M&A environment.

Watch the short clip below for his perspective on how operational excellence and strategic M&A can work hand-in-hand to drive long-term value.

🎬 Full discussion available on-demand: https://lnkd.in/gwM3K2gh

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10/17/2025

Home care M&A activity eased slightly in Q3 — but the market may be setting the stage for a new wave of deals.

According to our latest Home-Based Care M&A Report, many buyers are sitting on near-record levels of dry powder — and are ready to deploy capital as soon as conditions align.

“Although the overall number of deals has come down recently, there’s still near-record dry powder that funds are actively looking to invest,”

— Cory Mertz, Managing Partner at Mertz Taggart

McKnight's Home Care captured this dynamic well in their latest feature covering our Q3 2025 report.

A big thank-you to Adam Healy and the McKnight’s team for highlighting these insights.

🔗 Read the full article: https://www.mcknightshomecare.com/news/industry-holds-breath-for-buying-boom-after-home-care-m-and-a-dips-in-q3/

Home care mergers and acquisitions activity fell slightly in the third quarter, but a dealmaking surge may be around the corner.

10/16/2025

As uncertainty continues to loom in both the industry’s regulatory environment and the broader economy, home-based care M&A volume dipped slightly, predominantly from a decline in non-medical home care transactions.

While activity slowed relative to the two prior quarters in 2025, Q3 remains in line with the transaction volume seen in 2024.

To learn more about Home-Based Care M&A activity that marked the third quarter of 2025, click the link below!

https://www.mertztaggart.com/post/q3-2025-home-based-care-m-a-report

The recap of Home-Based Care M&A activity is now available in our M&A Report! Read all about the transactions that marked Q2 2025!