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Mertz Taggart is Recognized as Top Firm of the Year by M&A Source

Green Shapes on a blue background with M&A Source logo and text that reads 2023 Top Firm of the Year

Mertz Taggart announced today that it was recognized as an M&A Source Top Firm of the Year for its outstanding performance in 2022. The company is one of four advisory firms in the United States to earn the award, which is based on total enterprise value transacted.

M&A Source is the leading professional association of lower middle market M&A advisors nationwide. The association focuses on education, professional development, and networking opportunities for M&A intermediaries.

“We appreciate our friends and colleagues at M&A Source and are honored for this award,” commented Cory Mertz, Managing Partner. “It’s a testament to our team of highly skilled and dedicated professionals and their passion for maximizing value for our clients.”

We would also like to thank our clients, who have entrusted us with one of their most valuable assets: their businesses. We are grateful for the opportunity to serve them and help them achieve their goals. We value the relationships we have built with them over the years and look forward to continuing our industry partnerships.

Mertz Taggart is an industry-leading healthcare services mergers and acquisitions firm based in Fort Myers, Florida. Our industry focus includes home-based care (home health, hospice, home care) and behavioral health (mental health services, addiction and eating disorder treatment, autism services). We represent owners of companies with between $500K to $20 million in EBITDA. Since 2006, our team has helped over 130 healthcare services business owners achieve their exit planning goals.


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