The IMA Financial Group, Inc. specializes in risk management, insurance, employee benefits, and wealth management. It is the ninth largest privately held and employee-owned insurance broker in the country and employs nearly 650 associates at offices in Colorado, Kansas, Michigan, New York and Texas.
Sinclair Risk & Financial Management is an independent insurance agency that provides risk management, financial consulting services.
ECM Solutions
Acquisition in 2023
ECM Solutions is an independent insurance agency based in Charlotte, North Carolina. The agency operates across various departments, including Commercial Lines, Personal Lines, and Benefits & Financial Services. ECM Solutions employs a collaborative risk assessment approach to effectively identify, evaluate, and manage risks that could impact business growth for its clients. This strategic methodology enables the agency to provide tailored insurance solutions that meet the diverse needs of individuals and businesses alike.
Parker, Smith, and Feek.
Acquisition in 2021
Parker, Parker, Smith & Feek is one of the 100 largest insurance brokerage firms in the United States. Privately owned and headquartered in the Pacific Northwest, Thier firm has world class resources with global reach. Thier primary focus is the protection of our clients’ assets. And, to that end, They offer business insurance solutions across multiple industry sectors.
Diversified Insurance Group
Acquisition in 2021
Diversified Insurance Group is a consulting agency that specializes in risk management and employee benefits for commercial clients. The firm provides a range of services, including insurance brokerage and advisory for property and casualty insurance, executive liability, specialty insurance, and employee plan management. By offering these services, Diversified Insurance Group helps clients mitigate financial risks and achieve their long-term financial objectives.
IMA | Waldman
Acquisition in 2016
IMA | Waldman is an integrity-focused organization that specializes in insurance brokerage services. The firm establishes long-term partnerships with clients to safeguard their financial and insurance interests. It offers a wide range of personal insurance products, including life, auto, health, and home insurance, catering to individuals, families, and businesses. In addition to personal insurance, IMA | Waldman provides comprehensive commercial insurance solutions and financial services, including employee benefits. The firm emphasizes strategic counsel and education to prioritize client needs, ensuring sustained value and performance in their offerings.
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