BEHIND THE CURTAIN
A webinar series that bridges the gap between healthcare industry buyers and sellers by gathering valuable insights — helping healthcare company owners understand what drives buyer interest and what may hold them back.
Discover how active buyers evaluate opportunities, what motivates them to pursue a deal, and the hear about common barriers that can stall a transaction.
If you're considering a future sale — or simply want to be better prepared — this webinar series offers the perspective you need to position your business for success.
Before the LOI: How Buyers Decide Which Deals to Pursue
Join us for the “Behind the Curtain” webinar, featuring special guest Alex Ferguson, SVP of Mergers & Acquisitions at Agape Care Group.
Michael Lloyd, M&A Associate at Mertz Taggart, will moderate the discussion alongside Cory Mertz, Managing Partner at Mertz Taggart.
Together, they’ll explore the factors that drive industry buyers as they evaluate acquisitions—and the obstacles they face along the way. Gain valuable insights into how these perspectives can help you position your agency for a future exit.
The 3 Gates Every Home Care Deal Has to Pass
In the third installment of Behind the Curtain we welcomed Rich Tinsley, Chief Development officer at Help at Home, and got insights on what healthcare company owners can do to prepare for a successful transaction, from the perspective of one of the most active buyers on the market.
Read the summary of the Behind the Curtain webinar with Rich Tinsley here.
If you would rather watch the webinar, visit this link.
We're Not Buying Assets — We're Building a Care Ecosystem
In our second "Behind the Curtain" session, we welcomed Rich Keller, CEO of PurposeCare, to share his perspective on what strategic buyers value most—and how operators can position themselves for success in today’s market.
Hosted by Michael Lloyd and Cory Mertz of Mertz Taggart, the conversation covered everything from payer dynamics and deal structure to what makes PurposeCare walk away from a deal.
Read the summary of the Behind the Curtain webinar with Rich Keller here.
If you would rather watch the webinar, visit this link.
Compliance Precedes Everything Else: What Strategic Buyers Audit First
In our first session, David Jackson—Founding Partner & CEO of Choice Health at Home—shared his playbook for sustainable growth and acquisition success.
Joined by Mertz Taggart’s Cory Mertz and Michael Lloyd, Jackson detailed what strategic buyers are really looking for in today’s market—and how operators can position themselves for a premium outcome.
"If you're driving toward quality, you're already driving toward value-based care." – David Jackson, CEO, Choice Health at Home
Read the full written summary of our inaugural Behind the Curtain Webinar here.
If you would rather watch the webinar, visit this link.