IMA Financial Group

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.

Robert L. Cohen

Chairman and CEO | Director

3 past transactions

Layr

Series A in 2022
We use AI and machine learning to match companies with the right commercial insurance, at the right price, through top-rated carriers. The application is 100% online with our team of expert brokers available to help with any questions along the way. We focus on cash-flow-friendly payment options (pay monthly instead of annually and use your credit card) and easy in-app policy updates. With Layr, check “Buy Business Insurance” off your list and get back to what you do best.

Diversified Insurance Group

Acquisition in 2021
Diversified Insurance Group is a consulting agency that offers risk management, employee benefit and executive liability coverages.

IMA | Waldman

Acquisition in 2016
IMA | Waldman (Waldman Bros) is a unique “integrity-first” organization that forges long-term partnerships with each client to protect their financial and insurance interests. From comprehensive commercial and personal insurance to financial services and employee benefits, the firm’s proven expertise places client needs first through strategic counsel and education to ensure sustained value and performance.
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