Mergers & Acquisitions Data - IA Valuations

State M&A Transaction Form

IA Valuations would like to start collecting and analyzing data about mergers and acquisitions transactions across the US – starting with our partner states. We want to look at the M&A numbers, who these agencies are selling to, identify any trends, and use any data and analysis to help better inform the independent agents we collectively work with. Thank you for any information you can provide!

Name(Required)

First Last

Email(Required)

To contact you with any follow up questions.

What state do you represent?(Required)

How many M&A transactions happened in your state in 2019? (That you are aware of)

Please enter a number greater than or equal to 0.

How many M&A transactions happened in your state in 2020? (That you are aware of)

Please enter a number greater than or equal to 0.

How many M&A transactions happened in your state in 2021? (That you are aware of)

Please enter a number greater than or equal to 0.

How many M&A transactions happened in your state in 2022? (That you are aware of)

Please enter a number greater than or equal to 0.

How many M&A transactions happened in your state in 2023? (That you are aware of)

Please enter a number greater than or equal to 0.

How many M&A transactions do you anticipate in your state in 2024?

Please enter a number greater than or equal to 0.

Any additional comments or clarification about the above questions?

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If you feel comfortable and have access to the information, please share the name of the agencies who sold, the agency or company that bought them, and any financial data surrounding the sale. Feel free to email us this information in a document or spreadsheet, if that is easier: contact@iavaluations.com.