INSIGHTS &
INDUSTRY NEWS

After years of uncertainty, hospice M&A has reached a clear inflection point. Q4 2025 marked the strongest transaction volume since 2021, driven by premium platform deals that reset valuation benchmarks and restored buyer confidence. As interest rates ease and the valuation gap narrows, private equity is deploying capital more aggressively. According to Cory Mertz, buyers are back—but the bar for clinical integrity and compliance has never been higher.

Behind the Curtain - a webinar series that bridges the gap between healthcare industry buyers and sellers by gathering valuable insights — helping owners understand what drives buyer interest and what may hold them back. This time, Rich Tinsley, CDO at Help at Home shared his insights on what Strategic Buyers really look for in a Home Care M&A.

If you’re an owner of a home-based care agency, chances are you are getting approached regularly, even daily, by private equity groups, strategic buyers, independent sponsors, and search funds, all eager to talk. Some may have suggested attractive “multiples” that they will pay for companies like yours. It sounds flattering, even tempting. You think, “I’ve got a willing buyer, let’s keep it simple and cut out the middleman.” Learn more about why hiring an advisor will "save y

A webinar series that bridges the gap between healthcare industry buyers and sellers by gathering valuable insights — helping owners understand what drives buyer interest and what may hold them back.

Mertz Taggart recently launched its “Behind the Curtain” webinar series, aimed at providing agency owners with a transparent look at the inner workings of healthcare M&A. In our first session, David Jackson—Founding Partner & CEO of Choice Health at Home—shared his playbook for sustainable growth and acquisition success.

Discover key insights from Mertz Taggart’s April 10 panel on overcoming common challenges in home-based care M&A—what sellers must know to succeed.

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

This article covers how advisors evaluate and enhance the value of home health and hospice agencies.

The healthcare mergers and acquisitions (M&A) marketplace is undergoing a dynamic transformation, driven by shifting industry trends,...

Discover the journey behind the sale of For Papa’s Sake Home Care—a story of legacy, family, and commitment to compassionate care.

Here are three things that home-based agency owners can learn from PE firms on how to achieve a successful exit.

A total of 30 deals were reported in Q2, down by nearly a third from the 44 announced in the year’s first 3 months. Read the Q2 report now.

Choosing the best firm to represent you is an important factor when deciding to take your agency to market. Some factors to consider are:

A total of 42 deals were reported in the first three months of 2024, the most since the fourth quarter of 2022. Read the full report inside!

After a solid Q4 2023, home-based care transactions dropped significantly in Q1 2024.  Please read the details in our M&A report.

Here are some areas agency owners should consider to best position themselves and their business for a successful sale in 2024.

The latest insights on the Q3 2023 earnings calls of home-based care public companies. Discover key financial figures and industry trends.

Here's what you should know about the broker bait-and-switch to avoid it!

An overview of the increasing demand for Lower Middle Market Home-Based Care Companies due to Rising Interest Rates.

Despite rising interest rates, bank failures, and a slowdown in M&A activity, valuations for healthcare services companies with adjusted...