IMA Financial Group Overview

  • Founded

  • 1974

Founded
  • Status

  • Private

  • Employees

  • 2,208

Employees
  • Latest Deal Type

  • PE Growth

  • Financing Rounds

  • 7

  • Investments

  • 12

IMA Financial Group General Information

Description

Provider of insurance and wealth management services intended to incorporate secure asset optimization and investment strategies. The company specializes in financial advisory strategies, goal-based planning and retirement income modeling while balancing the risk and return, enabling individual investors, businesses and families to facilitate secure portfolio management in accordance with the regulations.

Contact Information

Website
www.imacorp.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Multi-line Insurance
Other Industries
Commercial/Professional Insurance
Asset Management
Primary Office
  • 1705 17th Street
  • Suite 100
  • Denver, CO 80202
  • United States
+1 (303) 000-0000

IMA Financial Group Timeline

2019202020212022
Financing RoundCaptured Employee CountEstimated Employee Growth

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IMA Financial Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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IMA Financial Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of insurance and wealth management services intended to incorporate secure asset optimization and investment st
Multi-line Insurance
Denver, CO
2,208 As of 2022
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Bellevue, WA
000 As of 0000
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000000000 0000000
Leesburg, VA
000 As of 0000
000.00
000000&0 000.00
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IMA Financial Group Competitors (6)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Parker Smith & Feek Private Equity-Backed Bellevue, WA 000 000000000000
000 000000000 Formerly VC-backed Leesburg, VA 000 000.00 000000&0 000.00
0000000 000000000 Private Equity-Backed Irvine, CA 0000 00.000 000000000 00.000
00000000 Corporate Backed or Acquired Houston, TX 000 000000&0
0000 0000000000 00 Private Equity-Backed Boston, MA 0000 00.000 000000000 00.000
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IMA Financial Group Executive Team (21)

Name Title Board Seat Contact Info
Richard Holt President & Chief Investment Officer
Luke Proctor President & Board Member
Lauren Karagozian President, Colorado Market
Rob Broz President of IMA DFW
Michael Benson Chief Financial Officer
You’re viewing 5 of 21 executive team members. Get the full list »

IMA Financial Group Board Members (11)

Name Representing Role Since
0000 0000000 IMA Financial Group President & Board Member 000 0000
00000 0000 IMA Financial Group Board Member 000 0000
000000 00000 Self Chairman & Chief Executive Officer 000 0000
000000 0000000 New Mountain Capital Board Member 000 0000
00000 0000 IMA Financial Group National Surety Senior Vice President and Board Member 000 0000
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IMA Financial Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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IMA Financial Group Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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IMA Financial Group Investments & Acquisitions (12)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 00000000 04-Aug-2022 0000000000 Insurance Brokers 000000 00
0000 31-Jan-2022 00000 0000 0000 Business/Productivity Software
000000 00000 26-Oct-2021 0000000000 Insurance Brokers
00000000000 0 01-Aug-2021 0000000000 Insurance Brokers 000000 00
Bolton & Company 01-May-2021 Buyout/LBO Insurance Brokers 000000 00
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IMA Financial Group Subsidiaries (9)

Company Name Industry Location Founded
Towerstone Insurance Brokers Dallas, TX 2008
0000000 000000000 Multi-line Insurance North Richland Hills, TX 0000
0000000 0000 00000 Insurance Brokers Denver, CO 0000
0000 0000000000000 Insurance Brokers Harrison, NY 0000
000 000000000 Insurance Brokers Springfield, OR 0000
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