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INSIGHTS &
INDUSTRY NEWS
The Latest Up-To-Date News Impacting the Mergers & Acquisitions (M&A) Industry and Marketplace
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If a Buyer Approaches You Directly, a Competitive Process Will Almost Always Get You More Money
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
Apr 144 min read


Q1 2026 Home-Based Care M&A Report
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!
Apr 95 min read


Your Company Might Be Great. That Doesn’t Mean It’s Valuable.
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.
Apr 77 min read


Home-Based Care Public Company Roundup 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 Q4 2025.
Mar 309 min read


Selling My Home Care Agency: A Story of Legacy, Family, and Finding the Right Partner
Discover the journey behind the sale of For Papa’s Sake Home Care—a story of legacy, family, and commitment to compassionate care.
Mar 234 min read


7 Common Challenges Home-Based Care Owners Face When Selling Their Agency
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.
Mar 235 min read


Maximizing Value: How Advisors Evaluate Home Health & Hospice Assets
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.
Mar 227 min read


Someone Wants to Buy Your Home Care Agency — Now What?
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.
Mar 226 min read


How to Choose a Home Care M&A Advisor: 6 Things That Matter
Choosing the right M&A advisor is one of the most important decisions when selling your home care agency. Here are six things to evaluate before you sign.
Mar 226 min read


Visibility vs. Value: What the Medicaid Data Release Means for Your Company
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.
Feb 262 min read


How to Prepare Your Behavioral Health Business for Sale in 2026
A practical guide for behavioral health business owners on valuation drivers, buyer expectations, and M&A trends shaping deals in 2026 and beyond.
Feb 258 min read


Q4 2025 Behavioral Health M&A Report
The recap of Behavioral Health M&A activity is now available in our M&A Report! Read all about the transactions that marked Q4 2025!
Feb 195 min read


The Fog is Lifting: Why Hospice M&A is Racing Back in 2026:
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.
Jan 223 min read


Q4 2025 Home-Based Care M&A Report
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!
Jan 195 min read


What Strategic Buyers Really Look For in Home Care M&A: Insights from Help at Home
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.
Dec 29, 20257 min read


Home-Based Care Public Company Roundup Q3 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.
Nov 17, 20259 min read


Seller Beware: Going Direct with a Buyer Could Cost You Millions
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
Oct 28, 20255 min read


Q3 2025 Home-Based Care M&A Report
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!
Oct 15, 20255 min read


Q2 2025 Behavioral Health M&A Report
The recap of Behavioral Health M&A activity is now available in our M&A Report! Read all about the transactions that marked Q2 2025!
Aug 20, 20254 min read


Home-Based Care Public Company Roundup Q2 2025
Mertz Taggart follows the publicly traded home-based care companies and reports on their earnings calls each quarter.
Aug 18, 202510 min read
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