INSIGHTS &
INDUSTRY NEWS

A home care agency was approached directly by a well-capitalized buyer. Their offer was $6 million. The seller engaged us instead of signing. Same buyer. Same company. $2.2 million more at close — a 44% increase — and better terms. That's one deal. In another, seven qualified buyers submitted IOIs ranging from $14.5 million to $25 million. The deal closed at $30 million, all cash. The seller's original estimate of value: $14 million. The spread in both cases didn't come from

The recap of Home-Based Care M&A activity is now available in our M&A Report! Read all about the transactions that marked Q1 2026!

You can have a really nice company that’s not very valuable in the marketplace. That’s not a criticism; it’s just reality. What makes a company great to run and what makes it attractive to a buyer are two different things. Most owners don't realize that the best transactions don't start when you decide to sell—they start years earlier by de-risking the business and understanding how a buyer actually views your cash flow.

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 Q4 2025.

From emotional readiness to working capital disputes, here are seven common challenges agency owners face when selling a home health or hospice business and how to prepare for each one. Insights from Mertz Taggart’s Capital + Strategy panel.

Learn how to build and capture maximum value when selling your home health, hospice, or home care agency. Cory Mertz shares the valuation equation, margin targets, and the competitive bid process.

Home care owners get unsolicited acquisition offers constantly. Here’s how to evaluate them, protect your value, and decide whether it’s time to explore a sale.

A breakdown of how the latest Medicaid data release has made home care agencies visible to private equity buyers—and why direct outreach often caps valuation.

The recap of Home-Based Care M&A activity is now available in our M&A Report! Read all about the transactions that marked Q4 2025!

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 Q3 2025.

The recap of Home-Based Care M&A activity is now available in our M&A Report! Read all about the transactions that marked Q3 2025!

Mertz Taggart follows the publicly traded home-based care companies and reports on their earnings calls each quarter.

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 2025!

Mertz Taggart follows the publicly traded home-based care companies and reports on their earnings calls each quarter.

The recap of Home-Based Care M&A activity is now available in our M&A Report! Read all about the transactions that marked Q1 2025!

Mertz Taggart follows the publicly traded home-based care companies and reports on their earnings calls each quarter.

The recap of Home-Based Care M&A activity is now available in our M&A Report! Read all about the transactions that marked Q4 2024!

Discover how home health and hospice agencies can prepare for successful transactions in a shifting landscape.

The healthcare mergers and acquisitions (M&A) marketplace is undergoing a dynamic transformation, driven by shifting industry trends, heightened scrutiny on asset quality, and the strategic pursuit of value-based care. These developments were the focus of our recent webinar series, Home Health & Hospice M&A – Webinar Series , where industry experts shared actionable insights and strategies to navigate today’s M&A environment effectively. Hosted by Jennifer Maxwell , the discu

Mertz Taggart follows the publicly traded home-based care companies and reports on their earnings calls each quarter.