Michael Lloyd Promoted to Vice President at Mertz Taggart

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 components of active engagements.

“Michael has earned this,” said Cory Mertz, Managing Partner and co-founder of Mertz Taggart. “He has taken on a much larger role with our clients and our deals, and he brings the judgment, responsiveness and follow-through that this work requires. When we have a complicated process or a client that needs us to stay close to the details, Michael is someone I know we can count on.”

Michael joined Mertz Taggart in 2022 as lead M&A Associate in the Home Care Division, bringing a background that is relatively uncommon in M&A advisory. His career began as a Patient Care Representative with a large national provider, where he developed a working understanding of how home care agencies operate day to day. From there, he moved to the vendor side of the industry as the first employee of a start-up data company that applied CMS data to help agencies track growth and improve patient outcomes.

Before joining us, Michael provided clinical and financial services at an industry-leading consulting firm. The range of those roles gives him a perspective across the operational, clinical, and financial dimensions of the home health and hospice market.

“I’ve had the opportunity to work with a lot of great owners and teams over the last several years, and I’ve learned something from every process,” Lloyd said. “Selling a healthcare business is a major decision, and there are a lot of moving pieces between deciding to move forward and getting a deal closed. I’m looking forward to continuing to take on more responsibility and helping our clients through that process.”

Michael earned his bachelor’s degree in finance from Elon University’s Martha and Spencer Love School of Business.

“Michael has already been operating at a higher level,” Mertz added. “This promotion makes that official, and I’m excited to see where he takes it from here.”