Cory Mertz

Examiner
DISC Type : cs

Managing Partner at Mertz Taggart

Fort Myers, Florida, United States

Overview

Cory Mertz is the Managing Partner at Mertz Taggart, a firm specializing in healthcare mergers and acquisitions. He holds a BS in Mechanical Engineering from the University of Florida and the M&AMI certification. Colleagues describe him as resourceful, knowledgeable, highly effective, and professional in navigating complex transactions in the healthcare space.

Outside of his M&A work, Cory resides in Fort Myers, Florida, with his wife and two children. His entrepreneurial interests extend into sports, having been a founding member and advisor for VERT, an innovative athletic telemetry company that developed wearable technology for athletes in sports like basketball and volleyball.

He helped create one of the worlds first wearable jump-detection and measurement systems for athletes.

Personality Overview

Tough To Convince

Late Adopter

Status Quo Seeker

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach.

Topics They Care About

Healthcare M&A
As a leading advisor, he is frequently quoted in industry publications on M&A trends, particularly within the home health and hospice sectors.
Home-Based Care
He actively shares and comments on quarterly reports covering market trends and momentum within the home-based and home care industries.
Hospice Market
He closely tracks the hospice M&A market, recently noting his surprise at its strong rebound and the factors driving its current strength.

Media Appearances

Cory has no verified media appearances

Work History

1-2014
Managing Partner at Mertz Taggart
8-2010
Founding Member/Advisor at VERT
11-2006 - 12-2014
Partner at Stoneridge Partners
11-2004 - 10-2009
Owner at Palm Real Estate Group, Inc.
7-1994 - 11-2003
Operations Manager at Jabil Circuit, Inc.

Education

1987 - 1992
BS from University of Florida
1983 - 1987
Education details unavailable from Fort Myers High

More Information

Social Presence :

Prographics :

Exp : 31 Location : Fort Myers, Florida, United States Job Level : N/A Designation : Managing Partner at Mertz Taggart
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Insights For Selling To Cory

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cory is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Cory

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Cory move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Cory take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Cory

Personality Compatibility


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