Mertz Taggart

12/03/2025

The Mertz Taggart team will be at Treatment Center Investment & Valuation Retreat West, and we invite attendees to stop by Booth #12 to connect with us.

We’re also proud to sponsor the panel discussion: Investor Appetite & Growth Opportunities in Behavioral Health - Exploring today’s most attractive service models, the 2025 M&A landscape, opportunities with REITs, and where leaders should focus for future growth.

If you’re attending, we’d welcome the chance to meet and discuss what we’re seeing across the behavioral health market.

Please reach out to us at info@mertztaggart.com to arrange a confidential discussion during the conference.

/IDD

12/02/2025

We are pleased to announce the closing of three recent behavioral health transactions. Mertz Taggart provided exclusive M&A advisory services to these transactions, representing the sellers:

​​​​- An ABA provider based in the northeast - Mertz Taggart provided exclusive sell-side advisory services. This company is a platform investment for a large private equity group based in North America. ​

- St. Joseph's Addiction Treatment & Recovery Centers - A CARF-accredited behavioral health provider offering detox, residential, outpatient, and mobile services. This is a platform investment for a private equity group based in the Northeast.

- Modern Recovery Services and Avery's House - A multi-state provider for inpatient mental health services to teens and adolescents. They also offer a virtual platform delivering IOP, therapy, recovery coaching, and medication management.

​​​​​​​​​​These transactions highlight the strength and focus of our Behavioral Health M&A team. Whether you're considering a sale or simply exploring your strategic options, our team is here to help - with deep market knowledge, proven ex*****on, and tailored guidance every step of the way.

​​​​​​​​​​​To learn more about Mertz Taggart and our transaction history, click the following link: https://www.mertztaggart.com/transactions

/IDD

11/11/2025

Mertz Taggart is pleased to announce the successful sale of Clarity Counseling Center, a leading outpatient mental health provider based in Wilmington, North Carolina. Mertz Taggart acted as the exclusive sell-side advisor in this transaction.

Founded by Karin Kassab, Clarity Counseling Center has built a strong reputation for delivering compassionate, evidence-based mental health services throughout the region. Under Karin’s leadership, the organization grew into a trusted resource for individuals and families seeking high-quality counseling and psychological care.

“I can’t overstate how much the Mertz Taggart team’s partnership has meant to me. They stood by me through every twist and turn—always steady, patient, and confident in the process. They believed in the business, and in me, long before a closing table ever appeared. I’m deeply grateful for their persistence, guidance, and unwavering commitment to seeing this through the right way.” - Karin Kassab, Founder, Clarity Counseling Center.

Congratulations to Karin Kassab and the entire Clarity Counseling Center team on this milestone. We look forward to following their continued success and impact in the behavioral health community.

​​​​​Interested in learning more about this deal or the current M&A landscape?

Reach out to our Behavioral Health experts via email at info@mertztaggart.com

11/11/2025

We’re heading to Arlington, VA, for the Autism Investor Summit East!

Join the Mertz Taggart team at booth #16 on November 18–19 as investors, operators, and innovators across the autism services landscape come together to explore opportunities, investment trends, and best practices shaping the future of care.

The Autism Investor Summit East provides a unique forum for service providers, investors, and key stakeholders to connect, collaborate, and discuss what’s driving growth and M&A activity in autism services.

Our team will be on site meeting with agency owners and investors to discuss valuation dynamics, buyer interest, and strategies to maximize business value in this evolving sector.

📍 Arlington, VA
📅 November 18–19, 2025
📌 Booth #16
🔗 https://autisminvestorsummiteast.com/

If you’ll be attending, stop by booth #16 or reach out to info@mertztaggart.com
to schedule a confidential discussion during the summit.

11/06/2025

We’re heading to Scottsdale for — Dec 8–10!

Join Mertz Taggart on the panel “Insights on Attracting Investment and Building Value” — discussing how providers can attract capital, scale smartly, and build long-term value.

📍 Fairmont Scottsdale Princess
🔗 https://www.hmpglobalevents.com/agenda-full/TCIV?event_dates=4267

’re heading to Scottsdale, AZ, December 8–10, for the Treatment Center Investment & Valuation Retreat (TCIV).

Kevin Taggart will be on stage for the panel discussion: “Insights on Attracting Investment and Building Value", together with Ali Beheshti, CEO at Zealie – Behavioral Health Billing Services and D. R. Rockwell, Founder and Managing Partner at Trinity Forest Partners.

This panel discussion will explore what service models are attracting investor interest, the M&A landscape as we wrap up 2025, the possibilities with real estate investment trusts (REITs), and what growth opportunities should be particularly on executives’ and investors’ radars.

📅 December 8–10, 2025
🔗 https://www.hmpglobalevents.com/tciv

11/04/2025

Most deals don’t fall apart because of the market — they fall apart in diligence.

In this short Behind the Curtain clip, Rich Tinsley explains the top deal killers he’s seen in home-based care M&A — and what separates sellers who get to the finish line from those who stall mid-process.

Watch the full on-demand webinar: https://www.mertztaggart.com/behind-the-curtain

10/30/2025

We’re heading to New Orleans for the 2025 National Alliance for Care at Home Annual Meeting & Exposition!

Join Cory Mertz, Bruce Vanderlaan, and Michael W. Lloyd Lloyd at booth #417 as the nation’s home care, home health, hospice, and palliative care leaders gather to explore the future of care delivery, workforce innovation, and M&A trends shaping the industry.

Our team will be on site connecting with company owners and operators to discuss valuation dynamics, growth strategies, and what’s driving deal activity in the home-based care market heading into 2026.

📍 New Orleans, LA
📅 November 2–4, 2025 (Pre-conference | Nov 1–2)
🔗 https://allianceforcareathome.org/event/the-national-alliance-for-care-at-home-fall-conference/

If you’re attending, stop by booth #417 or reach out to info@mertztaggart.com to schedule a confidential discussion.

10/29/2025

Reading recent headlines, one might be inclined to think M&A activity across behavioral healthcare is in the midst of a slowdown. But while deal volume has receded from the highs of 2021 and 2022, behavioral healthcare is on track for a total number of mergers and acquisitions that still outpaces historic norms.

In the third quarter, 40 deals were reported—a figure that puts 2025 on track for about 167 transactions by year’s end. For comparison, behavioral healthcare was seeing roughly 100 deals per year completed before the COVID-19 pandemic.

👉 Visit our website to read the full Q3 Behavioral Health M&A Report: https://www.mertztaggart.com/post/q3-2025-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!

10/27/2025

Join us December 8–10 for the Treatment Center Investment & Valuation Retreat (TCIV) in Scottsdale, AZ!

This annual event brings together leaders, investors, and operators across the behavioral health, mental health, addiction treatment, and autism services sectors — all focused on shaping the future of care delivery and investment.

Our team will be on site connecting with treatment center owners, operators, and investors to discuss the latest market trends, valuation dynamics, and what’s driving M&A activity heading into 2026.

We invite you to visit booth #12 to meet Kevin Taggart, Sandra Zervoudakis, and Peter Thiessen.

If you’re attending TCIV, we’d love to connect. Please reach out to info@mertztaggart.com to arrange a confidential discussion during TCIV!

Visit https://www.hmpglobalevents.com/tciv to find out more about the conference.

10/24/2025

The home-based care M&A landscape has changed — not just since COVID, but fundamentally.

Buyers today are more selective, diligence is deeper, and integration risk matters more than headline growth. What’s driving those changes, and how should sellers respond?

In this short clip from our Behind the Curtain webinar, Rich Tinsley, Chief Development Officer at Help at Home, shares how today’s market dynamics are shaping buyer behavior across the home-based care space.

🎥 Watch the full discussion on-demand:

Behind the Curtain: Motivations and Barriers of Industry Buyers in Their Search for Acquisitions

🔗 https://www.mertztaggart.com/behind-the-curtain

10/22/2025

A quick look at how financials impact the process of preparing your business for an exit - a short clip from our most recent webinar: “Maximize Your Exit: How to Prepare Your Business for Sale in 2026” featuring, Peter Thiessen.

The full webinar offers more insights, and provides:
- An overview of recent behavioral health M&A activity
- Insights into valuation drivers and current buyer appetite
- Key steps in preparing your business for sale - from financial readiness to operational alignment
- Best practices for structuring an efficient, successful process

Watch the fullwebinar: https://www.youtube.com/watch?v=eRDb5rwokh4

Please contact us at info@mertztaggart.com to arrange a confidential discussion about maximizing your exit strategy.

The Behavioral Health M&A market continues to evolve, shaped by shifting economic, regulatory, and investor dynamics. But market forces are only half the equ...

10/22/2025

Join Kevin Taggart, Sean Wendell,CPA, and Faizi Ahmed tomorrow at the INVEST Conference for the panel discussion:

🎤 Post-Close Realities: Aligning Physicians, Platforms and Performance in Behavioral Health - Sponsored by Mertz Taggart

Closing a deal is just the beginning. This conversation will unpack what comes next — integrating teams, aligning incentives, and building operational structures that sustain both clinical excellence and financial performance.

Expect candid perspectives on how leading platforms navigate growth, standardize care, and deliver value long after the transaction is complete.

📍 INVEST Conference by Behavioral Health Business
📅 Friday – October 23, 2025, 11:35 AM - 12:05 PM, Track B

🔗 https://bhbusiness.com/bhb-live-event/invest/

The INVEST Conference will bring together owners and operators of behavioral health practices for a day of networking and dealmaking. Hear from leading executives and industry experts shaping the field of investments, mergers and acquisitions and operations.