Insights

Healthcare M&A Focus VERTESS specializes in healthcare mergers and acquisitions advisory, offering sell side and buy side representation, valuations, and value building. This positions them as a prime target for healthcare founders and executives seeking exit or growth transactions.

Regional Footprint With offices across Dallas-Fort Worth, Tucson, Los Angeles, Denver, Boston, Pittsburgh, New Jersey, and Austin, VERTESS has broad geographic reach for deal sourcing and client engagement, suggesting expansion opportunities in regional healthcare markets.

Recent Acquisitions Notable recent activity includes acquisitions of Helping Hands Home Care Service and Apple Homecare Medical Supply, highlighting active deal flow and potential cross-sell of advisory services to acquired entities and their networks.

Technology Stack Utilizes HubSpot Analytics, AWS, Drupal, Shopify, Microsoft 365, ZoomInfo, Vimeo and Piwik PRO Core, indicating strong capabilities for CRM, data analytics, marketing automation, and client delivery—signals for scalable outreach and targeted campaigns.

Financial Signals Reported revenue range of 10 to 25 million with 11-50 employees suggests mid-market positioning and potential for growth advisory, valuation services, and add-on acquisitions focused on healthcare verticals such as RCM, dental, veterinary, SUD/behavioral health, and home health.

Similar companies to VERTESS

VERTESS Tech Stack

VERTESS uses 8 technology products and services including HubSpot Analytics, Amazon Web Services, Drupal, and more. Explore VERTESS's tech stack below.

Media & News

VERTESS's Email Address Formats

VERTESS uses at least 3 email formats:
VERTESS Email FormatsExamplePercentage
FLast@vertess.comJDoe@vertess.com
84%
Last@vertess.comDoe@vertess.com
11%
First@vertess.comJohn@vertess.com
5%

Frequently Asked Questions

What is VERTESS's phone number?

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You can contact VERTESS's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is VERTESS's official website and social media links?

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VERTESS's official website is vertess.com and has social profiles on LinkedIn.

How much revenue does VERTESS generate?

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As of August 2026, VERTESS's annual revenue is estimated to be $10M - $25M.

What is VERTESS's SIC code and NAICS code?

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VERTESS's SIC code is 4899 - Communications Services, Not Elsewhere Classified and NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does VERTESS have currently?

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As of August 2026, VERTESS has approximately 13 employees across 1 continents, including North America. Key team members include Managing Director / Partner: B. S., Managing Director: G. Q. and Director, Finance + Valuation: D. C. D. C. C. C. C. Explore VERTESS's employee directory with LeadIQ.

What industry does VERTESS belong to?

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VERTESS operates in the Investment Banking industry.

What technology does VERTESS use?

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VERTESS's tech stack includes HubSpot Analytics, Amazon Web Services, Drupal, Shopify, Microsoft 365, ZoomInfo, Vimeo and Piwik PRO Core.

What is VERTESS's email format?

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VERTESS's email format typically follows the pattern of FLast@vertess.com. Find more VERTESS email formats with LeadIQ.

When was VERTESS founded?

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VERTESS was founded in 2014.
VERTESS logo

VERTESS

Investment BankingTexas, United States11-50 Employees

VERTESS is a healthcare-focused mergers and acquisitions advisory firm headquartered in the Dallas–Fort Worth area, with additional offices in Tucson, Los Angeles, Denver, Boston, Pittsburgh, New Jersey, and Austin. The firm provides sell-side and buy-side representation, along with valuations and guidance on value-building, to help healthcare founders translate their life’s work into an appropriate deal. Its managing directors have personal experience buying, building, and selling healthcare companies, and this background informs its approach to transactions. By drawing on this insider perspective, VERTESS aims to guide clients through the deal process with clarity and confidence while limiting regret.

VERTESS serves a broad range of healthcare sectors, including medical billing and revenue cycle management, dental, veterinary, substance use disorder and behavioral health, home health and hospice, pharmacy, medical device manufacturing, physician practices, durable medical equipment and home medical equipment, health IT, urgent care and ambulatory surgery centers, ambulance services, medical laboratories, and healthcare staffing. Headquartered in the Dallas metro area, the firm operates with a network of offices across multiple cities. In 2025, VERTESS announced the acquisition of Helping Hands Home Care Services.

Section iconCompany Overview

Phone number
SIC Code
4899 - Communications Services, Not Elsewhere Classified
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    VERTESS's revenue is estimated to be in the range of $10M - $25M

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