FOR IMMEDIATE RELEASE
The home-based care investment bank is putting valuation and operating analysis directly in owners’ hands, after one client used the same analysis to lift EBITDA roughly 20% year over year.
New York, NY (August 18, 2026). Montauk AI today opened free 30-day access to its Market Assessment, giving home health, home care, hospice, and digital health owners the kind of valuation, financial, and operating analysis normally reserved for the largest and best-advised businesses in the sector. Access opens today at montaukai.com/marketassessment. Setup takes a few minutes. There is no cost and no engagement required.
The firm is opening the Market Assessment against a backdrop that most owners feel but few can quantify: in home-based care, a large share of executed letters of intent never reach a close. Montauk AI puts the figure between 50% and 70% based on its own transaction experience and diligence work in the sector. Every failed process costs an owner months of distraction, negotiating leverage, and, frequently, valuation.
“Deals do not fail at the closing table. They fail eighteen months earlier, in decisions nobody knew were valuation decisions at the time,” said Jarrett Bauer, Founder and CEO of Montauk AI. “By the time a buyer is in diligence, the number is already largely set. We are opening the Market Assessment for free because the work that determines an outcome happens long before anyone hires a banker, and owners should be able to do that work without an expensive engagement.”
Bauer built the company he now advises operators to build. He founded Health Recovery Solutions and scaled it to an exit to The Pennant Group (NASDAQ: PNTG). Montauk AI has since advised on the sale of GrandCare Health Services to Pennant.
What the Market Assessment Does
The Market Assessment reads the valuation and operating sides of a business at the same time, using an owner’s own data: AI-driven valuation ranges, predictive forecasting for revenue, cost, and cash flow, and market intelligence drawn from live deal activity. The platform generates board decks, performance reports, and strategic materials directly from that data. It also surfaces the five factors that decide diligence: financial performance, operational infrastructure, growth readiness, market positioning, and value-creation opportunity.
Owner data is not shared, sold, or used to source transactions. Uploading financials creates no obligation to engage Montauk AI, during the 30-day window or after it.
One Operator’s Results
Bryan Skilled Care, led by Bryan Madden, used the Montauk AI Market Assessment to build an objective view of its financial and operating performance, identify where margin was leaking, and sequence the moves that carried the most enterprise value. The company has since achieved a roughly 20% EBITDA improvement year over year, approaching $5 million in EBITDA.
Bryan Skilled Care reflects a pattern Montauk AI sees repeatedly. Operators do not lack ambition or operating discipline. They lack a single, objective view of how daily performance translates into enterprise value, and the time to build one from scratch.
“Exit readiness is not a moment in time,” Bauer said. “It is the accumulated result of disciplined operating decisions, clean data, strong positioning, and a clear understanding of what actually drives enterprise value. The Market Assessment gives any operator a practical starting point, and for the next 30 days that starting point is free.”
Free access to the Montauk AI Market Assessment opens August 18, 2026, and runs through September 17, 2026, at montaukai.com/marketassessment.
About Montauk AI
Montauk AI is the home-based care investment bank, purpose-built for maximum value. Founded by operators rather than career bankers (CEO Jarrett Bauer scaled Health Recovery Solutions to an exit to The Pennant Group, NASDAQ: PNTG), the firm serves home health, home care, hospice, and digital health businesses across the sub-$450M market underserved by bulge-bracket banks.
Montauk AI combines strategic advisory, market intelligence, and AI-driven technology to help operators improve performance, understand valuation readiness, and execute transactions with greater certainty. Operate. Optimize. Exit.
Media Contact
Jarrett Bauer
Founder and CEO, Montauk AI
jbauer@montauk.ai