Mertz Taggart Overview
- Service
-
Financing Advisory
- Year Founded
-
2014
- Employees
-
17
- Serviced Companies
-
177
- Serviced Deals
-
135
- Serviced Investors
-
23
Mertz Taggart General Information
Description
Established in 2014, Mertz Taggart is a financial advisory firm headquartered in Fort Myers, Florida. The firm provides merger and acquisition consulting services, business valuations, and exit strategy planning for lower middle-market healthcare services businesses, with a focus on home care, hospice, and behavioral health.
Contact Information
Website
www.mertztaggart.comYear Founded
Corporate Office
- 2161 McGregor Boulevard
- Suite D
- Fort Myers, FL 33901
- United States
Mertz Taggart Services to Companies
Service on a Deal (135)
Mertz Taggart has provided services on 135 deals. It last acted as a general advisor to Access Care ADHC on a . The deal was made in 2025.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Access Care ADHC | Advisor: General | Feb 2025 | ||
| First Steps Recovery | Advisor: Financial Due Diligence | Mar 2024 | ||
| Tampa Neuropsychiatry | Advisor: General | Mar 2024 | ||
| Mindsoother | Advisor: General | Jan 2024 | ||
| Manhattan Psychology Group | Advisor: General | Nov 2023 | ||
| GROW Counseling | Advisor: General | Nov 2023 | ||
| Your Home Court Advantage | Advisor: General | Aug 2023 | ||
| Turning Point of Tampa | Advisor: General | Jun 2023 | ||
| For Papa's Sake Home Care | Advisor: General | May 2023 | ||
| Orchard Mental Health Group | Advisor: General | May 2023 |
Mertz Taggart Services to Investors
Service on a Deal — Buy Side (24)
Mertz Taggart has provided buy side services on 24 deals. It last acted as a general advisor to Global Growth on a . The deal was made in 2018.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Global Growth | Advisor: General | Aug 2018 | ||
| Nova Leap Health | Advisor: General | Apr 2018 | ||
| Nova Leap Health | Advisor: General | Sep 2017 | ||
| Bradford Health Services | Advisor: General | Jul 2017 | ||
| U.S. HealthWorks | Advisor: General | Jul 2017 | ||
| Traditions Health | Advisor: General | Jun 2017 | ||
| Care Advantage | Advisor: General | May 2017 | ||
| Delphi Behavioral Health Group | Advisor: General | Apr 2017 | ||
| Aveanna Healthcare | Advisor: General | Mar 2017 | ||
| JPB Partners | Advisor: General | Mar 2017 |
Service on a Deal — Sell Side (5)
Mertz Taggart has provided sell side services on 5 deals. It last acted as a general advisor to Sellati on a . The deal was made in 2024.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Sellati | Advisor: General | Mar 2024 | ||
| Southwest Florida Home Care | Advisor: General | Dec 2022 | ||
| Arcadia Home Care & Staffing | Advisor: General | Apr 2016 | ||
| Seabrook House | Advisor: General | Dec 2015 | ||
| Five Points Healthcare | Advisor: General | Nov 2015 |
Mertz Taggart Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Mertz Taggart FAQs
-
When was Mertz Taggart founded?
Mertz Taggart was founded in 2014.
-
Where is Mertz Taggart headquartered?
Mertz Taggart is headquartered in Fort Myers, FL.
-
What is the size of Mertz Taggart?
Mertz Taggart total number of employees/professionals is 17.
-
What service provider type is Mertz Taggart?
Mertz Taggart's service provider type is Financing Advisory.
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