Mertz Taggart Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 2014

Year Founded

  • Employees
  • 16

Employees

  • Serviced Companies
  • 168

  • Serviced Deals
  • 125

  • 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

Year Founded
2014
Service Provider Type
Financing Advisory
Corporate 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 (125)

Company Name Service Provided Deal Date Deal Type Deal Amount
Mindsoother Advisor: General Jan 2024 00000 0000000
Manhattan Psychology Group Advisor: General Nov 2023 00000 0000000
GROW Counseling Advisor: General Nov 2023 00000 0000000
Your Home Court Advantage Advisor: General Aug 2023 00000 0000000
Turning Point of Tampa Advisor: General Jun 2023 00000 0000000
For Papa's Sake Home Care Advisor: General May 2023 00000 0000000
Quince Orchard Psychotherapy Advisor: General May 2023 00000 0000000
Dallas Counseling & Treatment Center Advisor: General Apr 2023 00000 0000000
Home Sweet Home In-Home Care Advisor: General Mar 2023 00000 0000000
Stokes Counseling Services Advisor: General Feb 2023 00000 0000000
You’re viewing 10 of 125 services to companies. Get the full list »

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Mertz Taggart Services to Investors

Service on a Deal — Buy Side (24)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Global Growth Advisor: General Aug 2018 00000 0000000
Nova Leap Health Advisor: General Apr 2018 00000 0000000
Nova Leap Health Advisor: General Sep 2017 00000 0000000
Bradford Health Services Advisor: General Jul 2017 00000 0000000
U.S. HealthWorks Advisor: General Jul 2017 00000 0000000
Traditions Health Advisor: General Jun 2017 00000 0000000
Care Advantage Advisor: General May 2017 00000 0000000
Delphi Behavioral Health Group Advisor: General Apr 2017 00000 0000000
Aveanna Healthcare Advisor: General Mar 2017 00000 0000000
JPB Partners Advisor: General Mar 2017 00000 0000000
You’re viewing 10 of 24 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (4)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Southwest Florida Home Care Advisor: General Dec 2022 00000 0000000
Arcadia Home Care & Staffing Advisor: General Apr 2016 00000 0000000
Seabrook House Advisor: General Dec 2015 00000 0000000
Five Points Healthcare 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 (7)

Name Title Deals Office Contact
Info
Bruce Vanderlaan Managing Director 0 Fort Myers, FL
Peter Thiessen Managing Director Fort Myers, FL
Sandra Zervoudakis Managing Director 0 Fort Myers, FL
Kevin Taggart Co-Founder & Managing Partner 0 Fort Myers, FL
Cory Mertz Managing Partner 00 Fort Myers, FL
You’re viewing 5 of 7 team members. Get the full list »

Mertz Taggart FAQs

  • When was Mertz Taggart founded?

    Mertz Taggart was founded in 2014.

  • Who is the founder of Mertz Taggart?

    Kevin Taggart is the founder of Mertz Taggart.

  • 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 16.

  • What service provider type is Mertz Taggart?

    Mertz Taggart's service provider type is Financing Advisory.

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