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!
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: firstname.lastname@example.org.