FORT WORTH, Texas, Jan. 4, 2023 /PRNewswire/ -- VERTESS, a leading healthcare mergers and acquisitions (M+A) advisory firm (, recently welcomed Jonathan Hadley as their newest Managing Director. Jonathan brings with him a wealth of knowledge and experience in the medical device space after leading and growing the largest medical device service organization in North America, MSC Biomedical.

Jonathan served in various roles at MSC Biomedical, including CEO, and steered the company through a successful acquisition. This experience began his career in M+A, and he has not looked back. Through his time directing MSC Biomedical and shepherding business development under new ownership, Jonathan was able to work directly with medical device manufacturers, HME/DME providers, and former competitors as he executed upon a national network acquisition M+A strategy. He is excited to join the team and help other healthcare business owners venture down the same path he did.

VERTESS has enjoyed several successes in the med device market, particularly with the closing of 3B Medical, Inc. in 2021, and the recent VenTec Life System acquisition in 2022. "Bringing Jonathan onto our team was an easy decision. His extensive experience in med device allows us to continue our expansion into this critical and rapidly growing vertical," stated Brad Smith, Managing Director/Partner. "Jonathan's successes as a business owner and M+A specialist speak volumes about his value to any organization."

"I have been in the medical device space for most of my life. While it was exciting and rewarding to lead my own company, I believe I can offer much more as an advisor and consultant to other business owners," Jonathan commented. "It has been a pleasure to start collaborating with this amazing team!"

VERTESS is also pleased to announce the completion of the rigorous Certified Mergers & Acquisitions Advisor (CM&AA) ( credentialing course by five team members. The CM&AA course is an educational course sponsored by the Alliance of Mergers & Acquisition Advisors (AM&AA) ( that outlines everything from middle-market M+A industry, trends, and tax implications to the structure of buyside and sellside deals, as well as valuation. Currently, VERTESS has 13 CM&AA professionals, including the newly minted CM&AA team members David Broussard, Anna Elliott, Kim Harrison, and J. Blake Peart. VERTESS offers each hearty congratulations on their success!

Jonathan Hadley can be reached directly at or +1(682)371-6867.

For questions about VERTESS, please contact Vaughne Glennie at or +1(520)395-0244.

FORT WORTH, Texas, Oct. 7, 2022 /PRNewswire/ -- Instant Care of Arizona, Inc. (, one of Arizona's largest non-medical, in-home care providers, was recently acquired by Texas-based Choice Health at Home, LLC (, a multi-state provider of home health, hospice, private duty, and rehabilitation services. The transaction was facilitated by VERTESS (, a leading healthcare Mergers + Acquisitions (M+A) advisory firm. The acquisition provides Choice entry into the Arizona market, as well as into attendant and personal care services.

Instant Care, headquartered in Phoenix, has been committed to providing its members and their families in Arizona the assistance needed to support daily activities and live as independently as possible since 2005. Services by caregivers include general daycare, housekeeping/chores, bathroom assistance/clean-up, meal preparation/feeding, errands, escorting, and shopping assistance.

Choice, headquartered in Tyler, TX, currently operates in Texas, Louisiana, Kansas, and Oklahoma. Choice was founded in 2008 as a rehabilitation service provider, entered home health in late 2012, and launched their hospice segment in 2018. In 2020, Choice partnered with Trive Capital and Coltala Holdings. The transaction is Choice's second in 2022 following a very active 2021. The company executed on 10 transactions in 2021 within the home health and hospice space further developing their Southwestern U.S. footprint.

Brad Scovil, former Instant Care Operating Manager, stated, "We could not be more pleased with the VERTESS team and their tireless efforts to find the right buyer for Instant Care.  We could not have successfully completed this transaction without their expertise and support. Choice was clearly the right partner to take Instant Care into the future and we are excited to see our company flourish under Choice's guidance."

VERTESS Managing Director Robert Villalobos commented, "Choice's culture and dedication to patient care aligned perfectly with that of Instant Care's. The strength of Choice's leadership team and successful track record of acquisition integration in home health and hospice were a pivotal decision factor when selecting the right buyer to continue the legacy of Arizona's premier homecare organization."

For more information, please contact Vaughne Glennie at

FORT WORTH, Texas, July 12, 2022 /PRNewswire/ -- VERTESS, a leading healthcare mergers and acquisitions (M&A) advisory firm, is pleased to announce the addition of three new Partners. Managing Directors Rachel Boynton, Anna Elliott, and Robert Villalobos are the newest additions to the leadership team. All three bring a wealth of knowledge and experience to the team and will help shape the growing enterprise with their guidance and expertise.

Rachel Boynton joined VERTESS in 2018 as a Managing Director and has proven to be a successful, dedicated, and compassionate team member. Prior to joining VERTESS, she co-founded a multi-state human services and healthcare organization where she oversaw the operations, finance, human resources, and quality insurance departments. At VERTESS, she provides M&A advisory and consulting services to the intellectual and developmental disability (I/DD), behavioral health, and related healthcare markets. "As a former healthcare business owner, I know how dedicated the leadership team needs to be to run a successful company," Rachel noted. "I am excited to further support the VERTESS team as a Partner."

Anna Elliott is the most recent addition to the VERTESS team of the new Partners, having joined earlier this year. Prior to her Managing Director role with VERTESS, she co-founded a boutique M&A firm in Pennsylvania, where she developed her passion for mergers and acquisitions. She brings over 15 years of experience working in high-growth, healthcare technologies with specific experience in Deep Tech, SAAS, Artificial Intelligence, Machine Learning, Ambient Solutions, and healthcare companies. She is eager to continue her work and further expand her footprint in the healthcare industry as a Partner at VERTESS. "Although I am new to the VERTESS team, I have been wowed by the entire team's professionalism and attention to detail," Anna stated. "I am looking forward to many years of success!"

Robert Villalobos began his tenure at VERTESS in 2016 as a Business Development leader. Prior to VERTESS, he worked in public relations and marketing in various industries and facilitated the operation of a non-profit business incubator for entrepreneurs and small business owners. In his role as Director of Business Development, he sourced and cultivated leads for Managing Directors. He transitioned into the role of Managing Director and Partner earlier this year after demonstrating a natural ability and keen proficiency with the transaction process by closing several transactions while still in the Business Development role. "Becoming a Partner was important to me because it gives me a stake in the success of our firm," Rob commented. "It continues to help motivate me personally to drive value for VERTESS as a whole."

For more information, please contact Vaughne Glennie, Director of Marketing + Operations/Partner, Rachel Boynton, Anna Elliott, or Robert Villalobos at +1-520-395-0244 or

Managing Director Alan Hymowitz was asked by Axial to participate as one of 5 healthcare-focused deal professionals to talk about shifting dynamics in the healthcare M&A space. Other topics of conversation included the changing operating structure of healthcare businesses and how wages and employment challenges are impacting deals.

Axial members who participated in the discussion:

Axial · Healthcare M&A Update: The Challenges of Returning to Normal [Virtual Roundtable]

FORT WORTH, Texas, May 18, 2022 /PRNewswire/ -- VERTESS, a leading healthcare mergers and acquisitions (M&A) advisory firm, closed out a strong first quarter of 2022 with three transactions. Managing Partner Bradley Smith commented that these were noteworthy successes given the current status of the economy and the geopolitical instability overseas.

Brannons Rental and Sales, Inc., a California home medical equipment company was acquired by Adapt Medical, a national home medical equipment company. Robert Villalobos, Managing Director and deal lead, noted, "Brannons Medical was a staple in the San Jose community for 20+ years. With the continued appetite for respiratory providers, it comes as no surprise the family-run business was a desirable acquisition. I was honored to help them reach a successful transaction with Adapt."

United Medical Providers, Inc., a national urology and catheter provider, was acquired by Home Care Delivered, Inc, a national medical supply provider. Managing Partner Bradley Smith, who represented United Medical Providers, stated, "I am thrilled to see UMP complete this transaction and exit their business.  We found them the right buyer that will be able to successfully continue the work they were doing."

PAIS, Inc., a West Virginia-based intellectual/developmental disabilities service provider, was acquired by Pathways Health and Community Support, LLC, a national behavioral and mental health services provider. Dave Turgeon, the Managing Director who advised PAIS, was pleased to help them find a home within Pathways and lead them through the transaction process.

For more information, please contact Robert Villalobos, Bradley Smith, or Dave Turgeon at or 2023031621.

SOURCE Vertess Healthcare Advisors, LLC

Rachel is unique as a Mergers & Acquisitions (M&A) Adviser: she owned and operated Lifeshare, an IDD services business, for 18 years before joining Vertess. Check out her practical and powerful advice for ABA owners considering a sale. Enjoy kind listener!

Audio podcast can be found here:

FORT WORTH, Texas, Feb. 14, 2022 /PRNewswire/ -- VERTESS, a leading healthcare mergers and acquisitions (M+A) advisory firm (, announced today that seasoned M+A professional Anna Elliott, who specializes in high-growth, healthcare technologies such as Deep Tech, SAAS, Artificial Intelligence, Machine Learning, and Ambient Solutions, has joined the company as a Managing Director and Partner.

As a specialist in healthcare for her entire career, a key area of expertise for her is to appeal to healthcare technology firms and industries that are growing or merging. Anna is skilled in microtargeting related to needs and opportunities throughout the entire process of business' supply and demand. Over the past 15 years, her successes in this area have led to over $150 million in value to the organizations involved. In short, Anna is an expert in using technology to identify not only tasks that are at risk of failure but also opportunities that offer rapid, significant gains overall. 

Anna previously co-founded the boutique merger and acquisition advisory firm, M&A Finders, in Pittsburgh, where she found her passion for advocating on behalf of buyers and sellers with their M+A goals. She is excited to bring her skills and network to VERTESS where she has the resources needed to expand her footprint in the healthcare industry.

"Although I experienced enormous success with M&A Finders, I realized I could help my clients even further with a deep bench of support," Anna noted. "I was so impressed by the team at VERTESS and the high quality of work they are doing. It is energizing to be working alongside this group of motivated, productive, and encouraging people who are committed to excellence."

Brad Smith, VERTESS Managing Director/Partner, commented, "We have known Anna for several years and were always impressed by her accomplishments and loyalty to her clients. We consider it a huge win for our team and our clients to have her join us. Anna's experience and achievements in the healthcare IT sector are phenomenal. As a member of Team VERTESS, she allows us to expand our reach and take our collective success to unprecedented heights."

Anna Elliott can be reached directly at or +1.724.900.1377.

For questions about VERTESS, please contact Vaughne Glennie at

FORT WORTH, Texas, Feb. 2, 2022 /PRNewswire/ -- VERTESS, a leading healthcare mergers and acquisitions (M+A) advisory firm (, announced today that Gene Quigley, an experienced executive with several healthcare organizations, has joined the company as a Managing Director. Gene most recently helped lead a recapitalization process and successfully transitioned ownership to a PE firm at Home Care Delivered.

For over 20 years Gene served as a commercial growth executive in several PE-backed and public healthcare companies such as Schering-Plough, Bayer, CCS Medical, Byram Healthcare, Numotion, and, most recently, as the Chief Revenue Officer at Home Care Delivered.  As an operator, he has dedicated his career to driving value creation through exponential revenue and profit growth, while also building cultures that empower people to thrive in competitive environments.  His passion for creating deals has helped many companies' platform and scale with highly successful Mergers and Acquisitions.

At VERTESS, Gene will leverage his extensive expertise in HME/DME, Diagnostics, and Medical Devices within the US and international marketplace to support clients through the M+A process as a Managing Director.  Gene brings hands-on experience and knowledge to champion the business owners he represents during a transaction.

"I have enjoyed a lengthy career working with numerous large organizations," Gene stated.  "It was enormously rewarding to help grow and expand those companies.  To be able to take all that I have learned and experienced as an executive and work with so many new clients looking to either exit or recapitalize their "babies" is exciting. It is energizing to be working alongside the team at VERTESS." 

Brad Smith, VERTESS Managing Director/Partner, said, "Gene is exactly the right combination of talents we look for in a new Managing Director.  He has the insider's perspective on the healthcare industry, an enviable drive to be successful, and a positive attitude he shares with his clients and the rest of the team.  I am certain there are no limits to the success Gene will achieve with his clients."

Gene Quigley can be reached directly at or +1.732.600.3297.

For questions about VERTESS, please contact Vaughne Glennie at 202-302-1621 or

FORT WORTH, Texas, Dec. 10, 2021 /PRNewswire/ — VERTESS, a leading healthcare mergers and acquisitions (M+A) advisory firm (, announced today that J. Blake Peart, a former hospital and Ambulatory Surgery Center (ASC) CEO, has joined the company as a Managing Director. Blake began his career as a clinician / Registered Respiratory Therapist (RRT) before moving into several administrative and executive positions with numerous high-profile healthcare organizations.

Blake has an extensive and diverse career in healthcare. In the past ten years, he has served as CEO for multiple hospitals of Fortune 500 companies and CEO for several large Ambulatory Surgery Centers. In addition, he has played a critical role in several M+A transactions, experiencing the entire M+A process from start to finish focusing primarily on private equity transactions. Blake's history as both a CEO and clinician provides him a unique perspective based on years of experience and empathy when working with business owners seeking M+A advice.

At VERTESS, Blake will provide M+A and consulting services primarily to Ambulatory Surgery Centers, Physician Practices, and independent hospital business markets, where he brings a level of expertise and depth of understanding rarely found in the healthcare M+A field.

"As someone who has walked in their shoes, I have chosen this path to support healthcare business owners who select the M+A direction," Blake stated. "I know that every transaction is unique and must be tailored to a seller's need in order to get the best deal. I am committed to providing a positive experience throughout the entire process. VERTESS and I are completely aligned in our goals and dedication to supporting our clients."

Brad Smith, VERTESS Managing Director/Partner, said, "We are honored to have Blake join our team. His far-reaching and respected career in healthcare provides him an advantage few in the healthcare M+A world can claim. Our clients have gained a formidable and compassionate ally in their journey through the transaction process."

J. Blake Peart can be reached directly at or +1.318.730-2435.

For questions about VERTESS, please contact Vaughne Glennie at 202-302-1621 or

FORT WORTH, Texas, Sept. 16, 2021 /PRNewswire/ -- VERTESS, a leading healthcare mergers and acquisitions (M+A) advisory firm (, announced today that David Purinton, an experienced leader in drug and alcohol recovery services as well as financial consulting, has joined the company as a Managing Director. David began his career in corporate M+A and financial advisory services with a full-service investment bank and then a consulting agency serving investment banks, private equity groups, and operating companies.

After a decade of experience as both a client of and consultant to SUD treatment providers, David was interested in improving access to high quality treatment. As a result, he co-founded Spero Recovery, a provider of low-cost, high-quality drug and alcohol recovery services with over 100 beds in its continuum of residential, outpatient, and sober living care. Spero Recovery, based in Colorado, is a residential SUD treatment environment with upscale amenities and personalized care.  As its CFO, David led the company to significant revenue and margin growth while ensuring it adhered to the strictest principles of integrity and client care. After selling Spero, David remained in a leadership position with new ownership as its CFO and quickly realized accretion and integration.

While working full-time, David earned his MBA from the University of Denver with Distinction and a Concentration in Corporate Finance.  As a business leader, David focused on the importance of investing in his staff and clients. He understood that the numbers on a spreadsheet represent humans, families, and dreams, which was a radically different paradigm from investment banking.

At VERTESS, David will provide M+A and consulting services primarily to the Behavioral Health and Substance Use Disorder treatment markets, where he brings a foundation of financial expertise with the value-add of humanness and care for the business owners he represents. 

"As a co-founder, I put my employees' and clients' needs above my own," David stated, "and I found that the inherent values of the VERTESS team are in complete alignment. They not only have a proven track record of success, but they truly care about their clients and the people whom their clients serve. VERTESS exceeded all of my expectations with regard to a client-centered approach to M+A advisory, and I am both honored and humbled to be on this team of exceptional professionals." 

Brad Smith, VERTESS Managing Director/Partner, said, "David's well-balanced background in both M+A and finance, as well as founding and operating a successful treatment facility is a tremendous asset to our team.  I believe David's empathetic and common-sense approach to helping other business owners will be a game changer for us."

David Purinton can be reached directly at or +1.720.626.2500.

FORT WORTH, Texas, Feb. 4, 2021 /PRNewswire/ -- Living Innovations Support Services, Inc. (, a New England provider of supports for over 1,300 people with disabilities, has joined the Mosaic ( family. In its new partnership with Living Innovations, Mosaic, a Nebraska-based provider of personalized services, has increased its reach to people with diverse needs in Maine, New Hampshire, Rhode Island, and Connecticut. The transaction was facilitated by VERTESS (, a leading healthcare Mergers + Acquisitions (M+A) advisory firm.

Living Innovations, led by founder and CEO Neal Ouellett, is an innovative and successful community-based provider agency that facilitates day and residential services to children and adults.  They have been strongly committed to community inclusion.  The transition to Mosaic continues their dedication to meeting the unique needs of each individual and expanding their resources.

"I am excited to have helped Neal find the best fit for the Living Innovations family. Neal met with multiple buyers and vetted each very carefully," said Rachel Boynton, VERTESS Managing Director. "I think he made an amazing decision for the Living Innovations team. It was a pleasure to work with such a dedicated professional."

Neal commented, "We told ourselves we only have one chance to get this right and I'm convinced we've done just that. Mosaic has all of the things that we are looking for in a partner."

Mosaic has been strategically selecting new partners to help grow and expand their mission. Linda Timmons, President and CEO of Mosaic, believes their combined organizations will have a stronger voice for shaping the future of quality services for people with intellectual and developmental disabilities and other diverse needs.

For more information, please contact Rachel Boynton at or 520-395-0244.

Bradley Smith takes part in our most recent podcast discussing ‘How Advisors Can Streamline a Healthcare M&A', talking to our podcast host Jennifer Riggins.

Brad and Jennifer discuss the role of an M&A advisor working specifically in the healthcare sector and how Vertess came to be a 'go to' international healthcare consulting and M&A firm in the US +++ much more!

Brad is an experienced Managing Director and Partner at Vertess with considerable expertise in DME, urgent care, home health care, hospice, pharmacy, medical devices, and related healthcare verticals. He has been a member of IR Global since 2015 as our exclusive Business Advisory Services member in Arizona & Texas. View Brad's profile here -

For more information on how Brad and Vertess can assist you on any of the matters raised in this podcast, please contact him directly via or visit the Vertess website


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