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Mertz Taggart is recognized as Top Firm of the Year by M&A Source, the second year in a row

Updated: Jul 11

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Mertz Taggart announced today that it was recognized as the M&A Source Top Firm of the Year for its outstanding performance in 2023. The company is one of three 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 are grateful once again to our friends and colleagues at M&A Source and honored by this award,” stated Cory Mertz, Managing Partner. “This recognition highlights the dedication and expertise of our talented team and their commitment to maximizing value for our clients.”

Additionally, we extend our heartfelt thanks to our clients for entrusting us with their most valuable assets—their businesses. We appreciate the opportunity to serve them and support their goals. We cherish the relationships we've built over the years and look forward to continuing our partnerships within the industry.

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 140 healthcare services business owners achieve their exit planning goals.

If you are interested in learning how we can help you maximize your exit value, while minimizing surprises, contact us via email at and arrange a confidential discussion!


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