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Mertz Taggart

Mertz Taggart
ADVISORY SERVICE
2014 FOUNDED
126 SERVICED COMPANIES
81 SERVICED DEALS
23 SERVICED INVESTORS
Description

Mertz Taggart is an advisory firm that 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. The firm was established in 2014 and is based in Johns Creek, Georgia.

Year Founded
2014
Service Provider Type
Financing Advisory
Primary Office
  • 1375 Jackson Street
  • Suite 406
  • Fort Myers, FL 33901
  • United States

+1 (770) 000-0000

Mertz Taggart Services to Companies

Service on a Deal (81)

Company Name Service Provided Deal Date Deal Type Deal Amount
Recovery Services of New Mexico Advisor: General Apr 2019 00000 0000000
000000000 0000 000 Advisor: General Mar 2019 00000 0000000
00000000000 000000 Advisor: General Mar 2019 00000 0000000
000 000000 0000 00 Advisor: General Mar 2019 00000 0000000
00000000 000000000 Advisor: General Feb 2019 00000 0000000
00000 000000 Advisor: General Feb 2019 00000 0000000
0000000 0000000000 Advisor: General Feb 2019 00000 0000000
000000 0000000 000 Advisor: General Jan 2019 00000 0000000
Personal In-Home Services Advisor: General Jan 2019 00000 0000000
Partners in Senior Care Advisor: General Jan 2019 00000 0000000
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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
Eli Global 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 0000 00 Advisor: General Jun 2017 00000 0000000
0000 000000000 Advisor: General May 2017 00000 0000000
000000 0000000000 Advisor: General Apr 2017 00000 0000000
Aveanna Healthcare Advisor: General Mar 2017 00000 0000000
JPB Partners Advisor: General Mar 2017 00000 0000000
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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
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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 Fort Myers, FL
Cory Mertz Managing Partner 0 Fort Myers, FL
Kevin Taggart Managing Partner 0 Fort Myers, FL

2 Former Team Members

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