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Healthcare mergers and acquisitions done right.

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Healthcare is our specialty. You’re our focus.

Your life’s work deserves the right deal. Let’s get it right.

You've built something significant in healthcare. Now, as you consider your next strategic move, you need advisors who truly understand the intricacies – and the heart – of this industry.

What makes us different?

  • We’ve sat in your seat – and across the table. Our people have bought, built and sold healthcare companies.

  • We understand what’s at stake. It’s personal, and you only get one shot to do it right.

  • We’re in it together. You’ll have experts at your side and a team that has your back.
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The Deals Speak for Themselves.

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I want to thank VERTESS for the personal attention and support they gave as I planned for the sale of the behavioral health company that my husband and his team operated for 20 years. VERTESS brought expertise and guidance through every step of the process, from the preparation of data, negotiation, and conclusion of the sale of Supported Living Systems. They helped keep my priorities in the forefront and offered alternative strategies for reaching goals. VERTESS kept the discussion on a steady course and gave thoughtful and wise advice at every point in the process, as we moved to a successful conclusion for both companies.

Susan Eck
CEO
Supported Living Systems
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I heartily recommend VERTESS. Their work is creative, effective, results-oriented and of excellent quality. Many of our clients specifically ask for their help on projects.

Norm Davis
Senior Partner/Principal
Davis Deshaies
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Gompers Logo

Gompers was presented with an acquisition opportunity on short notice and we turned to David Coit and the VERTESS team to help us with guidance and an assessment in order to determine how to proceed. They immediately stepped in with a very professional analysis and guidance which enabled us to proceed with a transaction that has considerable value for our future and long term goals. I can’t say enough about the high quality of their work and I would highly recommend them to anyone in similar circumstances.

Mark Jacoby
President/CEO
Gompers
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Service Net Logo

We originally sought VERTESS' assistance to help us make some critical decisions for our future. We had been considering many options and we needed a clearer direction as we expanded our nonprofit operations. VERTESS' consultation was very effective in sharpening our strategic focus and developing a clear map for our future growth, including stronger internal alignment. VERTESS' insights were invaluable for our entire senior team and I strongly recommend them for consultation with organizations like ours.

Susan Stubbs
CEO
ServiceNet
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Codac Behavioral Health

VERTESS has been extremely valuable in helping us look at various growth possibilities in a tough market. I would highly recommend them to other organizations facing similar challenges.

W. Mark Clark
President/CEO
CODAC
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Homes for Independent Living

VERTESS assisted us through several complex meetings during which we laid out our future growth and diversification strategy. We were so impressed with VERTESS' strong, direct yet friendly style that we asked them back as we contemplated sharing resources with a sister company. By the end of another series of facilitated meetings we concluded that we should merge the two companies entirely. VERTESS helped us through the difficult process of planning the implementation and did it in a very efficient manner. VERTESS is unique in the world of consultants. They not only bring more real world experience than most, they also have real insight into human behavior and their calm yet direct style makes things happen.

Lincoln Burr
Director
Homes for Independent Living
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Worth Consulting Group Logo

VERTESS speaks with honesty and experience. I’ve seen them synthesize diverse perspectives and come up with unique solutions that produced tangible results. They are a tremendous resource!

Cindy Haworth
Principal
WORTH Consulting & Training
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Himmat Singh
CEO
Circle of Life Home Care Anishinaabe

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ASU Center for Applied Behavioral Health

VERTESS acted as a trouble shooter and temporary manager with extreme confidence and vision. They came into an organization that needed to rebuild and redesign for success. VERTESS laid a business foundation that has allowed me, as the new Director, to move swiftly into a trajectory of success. They are very skilled at making difficult decisions without the emotional over lay that can get in the way of positive solutions. VERTESS inspired a sense of confidence and self-reliance from all constituents that were involved in the program. They continued as a coach and consultant to keep us on target and moving forward. I highly recommend them as an executive coach and organizational consultant. They cut through weeds and let a 1000 flowers bloom.

Nan Carle
Director, Inclusive Communities
Center for Applied Behavioral Health Policy, Arizona State University
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In the course of a pivotal change in professional direction, I sought out VERTESS as a consultant to address numerous strategic issues. VERTESS has been a remarkable, trusted advisor, enabling me to effectively move forward with my dreams. I enthusiastically recommend them for anyone who has similar aspirations and who could benefit from encouragement and an innovative approach to their future.

Tyler Burke
Owner/CEO
Independent Life Services
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Practical Training Solutions Logo

Vertess Advisors provided intermediary assistance to us when we decided to sell our human service training company, Practical Training Solutions. We were extremely pleased with their professional approach and practical guidance throughout the entire process, which they were able to expedite, exceeding our initial expectations. The end result was very positive for us as well as the new owner of PTS. I would enthusiastically recommend VERTESS to anyone seeking a productive transition from their company.

Michelle Nichols
Co-Owner
Practical Training Solutions
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We consulted with VERTESS to assist us with a complex merger with another nonprofit. Since the merger we have continued to use their services in implementing the merger and integrating our operations. VERTESS has great skills and insights that have provided tremendous benefit and I highly recommend them.

Chuck Burbank
CEO
SAMHC

Healthcare Sectors We Serve

Medical Billing/RCM

Medical Billing/RCM

Helping transition revenue cycle management and financial health businesses

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Dental

Dental

Strategic transactions for dental practices and orthodontics groups

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Veterinary

Veterinary

M&A advisory for veterinary practices and animal surgery centers

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SUD/Behavioral Health

SUD/Behavioral Health

Experienced M&A support for organizations treating substance use disorders and mental health

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Previous Transactions

Sell-Side Advisory
Med Inc., a Virginia-based DME Clinical Respiratory Provider was acquired by a national leader in providing respiratory and sleep apnea treatment.
Sell-Side Advisory
Rick's Medical Supply, Inc., an Oregon-based respiratory and hospice DME provider was acquired by SuperCare Health, Inc., a West Coast-based comprehensive post-acute care respiratory services company.
Sell-Side Advisory
WellSource, an Iowa-based nonprofit provider of behavioral health services was acquired by Prairie Ridge, an Iowa-based nonprofit provider of diverse behavioral health and substance abuse treatment services.
Sell-Side Advisory
Health Technology Resources, LLC, an Illinois-based clinical respiratory-focused DME provider was acquired by Protech Home Medical Corp., a Kentucky-based publicly traded healthcare services company.
Sell-Side Advisory
TLC Supported Living Services of Arizona, Inc., an Arizona intellectual/developmental disability company, was acquired by Ambitions, a multi-state intellectual and developmental disability support services company.
Buy-Side Advisory
Rehab Medical, Inc., a leading national provider of complex rehab and mobility services acquired Priority Medical, LLC, a Georgia-based mobility products provider.
Sell-Side Advisory
Brannons Rental and Sales, Inc., a California provider of home medical equipment was acquired by Adapt Medical, a national provider of home medical equipment and services.
Sell-Side Advisory
Carolina Choice, LLC, a North Carolina provider of diverse behavioral healthcare services was acquired by Omni-Visions, Inc., a North Carolina healthcare and human services company.
Sell-Side Advisory
Mosaic, Inc. Texas Operations, a nonprofit serving people with intellectual / developmental disabilities was acquired by Caregiver, Inc., a Texas-based provider of supports to people with disabilities.
Sell-Side Advisory
The Choice Nursing and Home Health, an Ohio-based home health provider was acquired by Purpose Care, a Midwest based provider of coordinated home care and home health services.
Sell-Side Advisory
Good Hope Manor, a Wisconsin-based provider of services to people with intellectual/developmental disabilities was acquired by Broadstep, a North Carolina-based national provider of human services supports.
Sell-Side Advisory
CASS, Inc., an Arizona In-home disabilities services company was acquired by Lutheran Social Services of the Southwest, Inc., an Arizona nonprofit healthcare and human services organization. 

Latest Insights

Latest News

VERTESS in the news

VERTESS Announces Acquisition of Helping Hands by Addus HomeCare

FORT WORTH, Texas, September 5, 2025 /PRNewswire/ -- VERTESS (https://vertess.com), a leading healthcare mergers and acquisitions (M&A) advisory firm, is pleased to announce the successful acquisition of Pennsylvania-based Helping Hands Home Care Services (https:/…

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VERTESS in the news

VERTESS Represents Momentum in Acquisition by Mosaic

FORT WORTH, Texas, Nov. 15, 2024 /PRNewswire/ -- VERTESS, a leading healthcare mergers and acquisitions (M&A) advisory firm, is pleased to announce that Momentum, a Maine behavioral health provider that offers shared living and other services to people with…

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VERTESS in the news

VERTESS Tops Axial's Healthcare M&A Advisor List, Welcomes New Managing Director Christine Bartel

FORT WORTH, Texas, Oct. 2, 2024 /PRNewswire/ -- VERTESS, a leading healthcare mergers and acquisitions (M&A) advisory firm, was recently named the #1 lower middle market sell-side M&A advisor on Axial's 2024 Healthcare Top 50 list. Axial is a private deal network…

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Free Resources

Free Scorecard

Determine the probability of closing a transaction

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Free Digital Book

“E-Book: Selling Your Baby”

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6 Reasons to Use an M&A Advisor

Why going it alone can cost you

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