Experience

Mertz Taggart

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Director

  • Apr 2023 - Present

  Dallas, Texas



Medmark Management Services

• United States
• Hospitals and Health Care

• VP Corporate Development

  • Sep 2014 - Mar 2023

  Lewisville, TX Conduct reach out effort to source new opportunities and build relationships Manage financial analysis to support key strategic decisions and growth initiatives Evaluate acquisitions and De Novo opportunities Create presentations for senior management and board of directors Conduct due diligence process for all acquisitions through close of transaction



Humana

• United States
• Insurance
• 700 & Above Employee

• Director, Corporate Development

  • Jan 2012 - Jun 2014

  Corporate merger and acquisition group member focused on PCP acquisitions and strategy Sourced and developed relationships, opportunities for potential acquisitions Negotiated and managed transaction process including the offer, LOI, due diligence, legal and close Developed Primary Care growth strategy for the Texas market by combining State data and statistics leading to accretive tactics in addition to acquisitions



DRD Holdings, LLC

• Chief Financial Officer

  • Oct 2005 - Dec 2011

  Frisco, TX Raised over $78 Million of capital (equity and debt) from 2005 to 2007 Responsible for all Private Placement Memorandums for Issuance to investors Prepared all annual and quarterly financials including MD&A for presentation to CEO and Investors Strategic planning for Oil & Gas Investments, Managed mergers and acquisitions in addition to JV’s Prepared financial reports including forecasts, modeling, valuation, budgeting, ROIC models, EPS impact computations related to all… Show more Raised over $78 Million of capital (equity and debt) from 2005 to 2007 Responsible for all Private Placement Memorandums for Issuance to investors Prepared all annual and quarterly financials including MD&A for presentation to CEO and Investors Strategic planning for Oil & Gas Investments, Managed mergers and acquisitions in addition to JV’s Prepared financial reports including forecasts, modeling, valuation, budgeting, ROIC models, EPS impact computations related to all transactions Managed investor relations and broker dealer networks with emphasis on expansion of investor network Show less



Horizon Health Corporation

• United States
• Hospitals and Health Care
• 400 - 500 Employee

• Director Corp Development

  • 2004 - 2005

  Lewisville, TX Financial Model Development to properly value acquisition targets Managed due diligence efforts on targets prior to close Market and demographic research for target market areas Prepare and conduct presentations to CEO, CFO, VP’s on potential acquisitions and joint ventures



Texas Equipment Corporation

• Controller

  • 1997 - 2001

  TX Key participant in due diligence for merger and acquisition activity for this $62 million agricultural equipment dealer Developed discounted cash flow models for valuation of acquisition targets Responsible for key financial duties, such as cash flow forecasting and analysis, financial planning, P&L analysis and financial reporting (SEC Filings) including 10K’s and 10Q’s Structured new financing and capitalization of corporation Prepared industry reports by conducting thorough… Show more Key participant in due diligence for merger and acquisition activity for this $62 million agricultural equipment dealer Developed discounted cash flow models for valuation of acquisition targets Responsible for key financial duties, such as cash flow forecasting and analysis, financial planning, P&L analysis and financial reporting (SEC Filings) including 10K’s and 10Q’s Structured new financing and capitalization of corporation Prepared industry reports by conducting thorough research of agriculture economics and government subsidies Improved post-merger integration success by becoming intimately involved in acquisition targeting and managing key employees of acquisitions Show less