IMA Financial Group
IMA Financial Group, Inc. is a prominent provider of risk management, insurance, employee benefits, and wealth management services. As the ninth largest privately held and employee-owned insurance broker in the United States, the firm employs approximately 650 associates across its offices in Colorado, Kansas, Michigan, New York, and Texas. IMA focuses on financial advisory strategies, goal-based planning, and retirement income modeling, ensuring that clients can achieve secure asset optimization and investment strategies. By balancing risk and return, IMA enables its customers to effectively manage their portfolios in accordance with regulatory requirements.
Sinclair Risk & Financial Management
Acquisition in 2023
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.
Layr is a cloud-based insurance platform that leverages artificial intelligence and machine learning to streamline the process of sourcing, purchasing, and managing business insurance. The platform automates traditional insurance tasks, enabling business owners to find suitable insurance policies tailored to their specific needs while predicting pricing from various carriers. Its fully online application allows users to handle common insurance-related tasks through a self-service portal, with expert brokers available for assistance. Additionally, Layr offers flexible payment options, allowing businesses to pay monthly instead of annually and to utilize credit cards for purchases. This approach simplifies the insurance buying process, enabling business owners to focus on their core operations.
Parker, Smith, and Feek.
Acquisition in 2021
Parker, Smith, and Feek is a prominent insurance brokerage firm based in the Pacific Northwest, recognized as one of the largest in the United States. The company specializes in providing comprehensive insurance and risk management brokerage services aimed at protecting clients' assets. Their offerings include business and personal insurance, workers' compensation, claims management, and customized risk management solutions tailored to meet the unique needs of various industry sectors. By leveraging world-class resources and a global reach, Parker, Smith, and Feek enables clients to make informed risk management decisions and access innovative insurance and employee benefits solutions.
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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