INSIGHTS &
INDUSTRY NEWS

Buyer interest in private duty home care is returning, backed by new platform investment and a tougher environment for government-funded deals. Cory Mertz explains what's driving the shift and what it means for agency owners considering a sale.

What a strategic hospice buyer looks for before an LOI, and how owners can prepare. Insights from Agape Care Group’s SVP of M&A on Behind the Curtain.

By Mertz Taggart Michael Lloyd has been promoted to Vice President at Mertz Taggart, reflecting his expanding leadership role within the firm’s home-based care practice. Over the past year, Michael has taken on greater responsibility across Mertz Taggart’s sell-side engagements, with a particular focus on deal execution. He works closely with clients throughout the transaction process and has increasingly led buyer conversations, management meetings, and other critical compon

Running on EOS® builds a better business, but is it a more valuable one? How to connect Rocks, Issues, and the Scorecard to enterprise value before a sale.

Mertz Taggart follows the publicly traded home-based care companies and reports on their earnings calls each quarter. Take a closer look at the M&A activity that marked Q2 2026.

The recap of Behavioral Health M&A activity is now available in our M&A Report! Read all about the transactions that marked Q2 2026!

The recap of Home-Based Care M&A activity is now available in our M&A Report! Read all about the transactions that marked Q2 2026!

Ten practical lessons from a behavioral health owner who sold their practice: choosing an advisor, confidentiality, preparation, and the process.