Mertz Taggart Overview

  • Service
  • Financing Advisory
  • Founded
  • 2014
Founded
  • Employees
  • 12
Employees
  • Serviced Companies
  • 150
  • Serviced Deals
  • 107
  • Serviced Investors
  • 22

Mertz Taggart General Information

Description

Established in 2014 Mertz Taggart is an advisory firm situated 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

Year Founded
2014
Service Provider Type
Financing Advisory
Primary Office
  • 2161 McGregor Boulevard
  • Suite D
  • Fort Myers, FL 33901
  • United States
+1 (770) 000-0000

Mertz Taggart Services to Companies

Service on a Deal (107)

Company Name Service Provided Deal Date Deal Type Deal Amount
Purpose Home Health Advisor: General Dec 2021 00000 0000000
00000 00000 000000 Advisor: General Jul 2021 00000 0000000
00000000 000000000 Advisor: General Jul 2021 00000 0000000
0000 (000000000 00 Advisor: General May 2021 00000 0000000
00000 00 Advisor: General Apr 2021 00000 0000000
0000000 0000 00000 Advisor: General Jan 2021 00000 0000000
00000 00 000 000 0 Advisor: General Jan 2021 00000 0000000
000 00000000 Advisor: General Jan 2021 00000 0000000
Aware Senior Care Advisor: General Dec 2020 00000 0000000
Las Vegas Recovery Center Advisor: General Dec 2020 00000 0000000
You’re viewing 10 of 107 services to companies. Get the full list »
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Mertz Taggart Services to Investors

Service on a Deal — Buy Side (23)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Global Growth Advisor: General Aug 2018 00000 0000000
0000 0000 000000 Advisor: General Apr 2018 00000 0000000
0000 0000 000000 Advisor: General Sep 2017 00000 0000000
00000000 000000 00 Advisor: General Jul 2017 00000 0000000
0.0. 00000000000 Advisor: General Jul 2017 00000 0000000
0000000000 000000 Advisor: General Jun 2017 00000 0000000
0000 000000000 Advisor: General May 2017 00000 0000000
000000 0000000000 Advisor: General Apr 2017 00000 0000000
JPB Partners Advisor: General Mar 2017 00000 0000000
The Ensign Group Advisor: General Mar 2017 00000 0000000
You’re viewing 10 of 23 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (3)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Arcadia Home Care & Staffing Advisor: General Apr 2016 00000 0000000
00000000 00000 Advisor: General Dec 2015 00000 0000000
0000 000000 000000 Advisor: General Nov 2015 00000 0000000
To view Mertz Taggart’s complete services on a deal — sell side history, request access »

Mertz Taggart Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Mertz Taggart Team (6)

Name Title Deals Office Contact
Info
Bruce Vanderlaan Managing Director Fort Myers, FL
Sandra Zervoudakis Managing Director 0 Fort Myers, FL
Cory Mertz Managing Partner 0 Fort Myers, FL
Kevin Taggart Managing Partner 0 Fort Myers, FL
You’re viewing 4 of 6 team members. Get the full list »