IDD / AUTISM
IDD & Autism M&A Advisory
Mertz Taggart works with owners of IDD and autism services organizations who are considering what comes next for their business.
For many owners, this decision is deeply personal. You have built programs, teams, family relationships, and community trust in a sector where consistency matters. An M&A sale process has to protect that while still pursuing the value your organization has earned.
We help you understand what your business may be worth, what buyers are likely to care about, and how to prepare for a confidential, competitive process designed to create leverage and achieve a top-of-market outcome.
→ Talk With a Behavioral Health M&A Advisor
→ Request a Confidential Valuation
IDD & Autism Transaction Experience
Mertz Taggart represents owners across autism, ABA therapy, and IDD service organizations.
In IDD and autism services, the value of an organization is not always obvious from the numbers alone. Buyers need to understand the strength of the team, the consistency of care, the trust built with families, and the systems that allow the organization to keep serving people well.
Mertz Taggart’s role is to make that value clear in the market and create competition for it. We prepare the organization, bring the right buyers forward, and keep serious buyers engaged so owners are not limited to one buyer’s opinion of what the business is worth. That process gives owners stronger options, a clearer view of market value, and greater confidence in choosing the right buyer and outcome.
Why IDD & Autism Services Owners Choose Mertz Taggart
Sector experience that helps buyers understand the value of your organization
An IDD or autism services organization cannot be evaluated by financials alone. Buyers need to understand how the organization operates, how it serves clients and families, how revenue is generated, and what supports its ability to continue growing.
Mertz Taggart brings the sector perspective needed to make that value clear to the right buyers. We help owners enter the market with a clear story and a carefully built group of qualified buyers, then lead a process designed to create real competition for the organization. The result is stronger options, a better basis for comparing offers, and greater confidence that the value of what they built has been fully tested.
→ Read the Latest Behavioral Health M&A Report
A competitive, confidential process
In this market, buyer interest is not enough. Owners need the right buyers, the right competitive pressure in the process, and the right structure around the decision.
Mertz Taggart leads the sale process with discipline from the start. We prepare materials, manage confidentiality, lead buyer outreach, keep the process competitive, and negotiate with value, certainty, and fit in mind.
→ Learn about our process here
Strengthen the business before the process starts
We help IDD and autism services owners understand how the organization may be viewed, where value may be supported, and where buyers may have questions. That perspective gives owners time to address issues, strengthen the story, and make decisions without feeling rushed.
→ Start with a business valuation
Relentless execution from interest to close
IDD and autism services M&A deals are won or lost in the details. Diligence digs into how funding flows, how the organization is staffed, how files and documentation hold up, and how families and referral partners will carry through the transition. Any one of these can slow a deal down or stall it, and the longer a process drags, the more risk it carries.
Mertz Taggart leads you through every stage, from first interest to close. We keep the process moving, hold confidentiality, work through problems before they grow, and stay on the deal until it closes on the right terms. When diligence gets heavy and the questions get hard, we are still in the room, protecting what you built and the people who depend on it, and pushing until the deal is done.
IDD & Autism Services M&A Market Insight for Owners
IDD and autism services are not static markets. Mertz Taggart tracks Autism/I/DD activity quarter by quarter, including buyer movement, platform activity, and the trends shaping valuation and timing.
Explore Mertz Taggart’s latest behavioral health reports, M&A articles, and market commentary:
→ Latest Behavioral Health M&A Report
→ Subscribe to Behavioral Health Articles and Market Updates
IDD / AUTISM M&A EXPERTS
Kevin Taggart
CM&AP – Managing Partner
Sandra Zervoudakis
MS, LMHC, CAP – Senior Managing Director
Anke Stugk
Ph.D. – Director of M&A Analytics
Peter Thiessen
MBA – Managing Director