IMA Financial Group Partners with Valent Group to Expand in Alabama

IMA Financial Group Partners with York International Agency, LLC

August 4, 2022

Insurance

IMA Financial Group announced a strategic partnership with York International Agency, LLC under which York will join the IMA family of companies and operate as IMA New York. The move expands IMA's footprint in the New York metro area and adds York's specialty capabilities in real estate, commercial P&C and employee benefits while preserving York's local office and employee-ownership.

IMA Financial Group Acquires Bolton & Company

April 29, 2021

Insurance

IMA Financial Group acquired California-based insurance broker Bolton & Company, effective May 1, 2021. The deal adds roughly 200 employees and helps IMA reach about 1,200 associates and more than $300 million in annualized revenue, positioning the firm among the top 20 U.S. insurance brokers.

IMA Financial Group Acquires Diversified Insurance Group

August 4, 2021

Insurance

IMA Financial Group expanded into Salt Lake City by acquiring Diversified Insurance Group, effective Aug. 1, 2021. Diversified will operate as a division of IMA with its name and leadership (CEO Spence Hoole) retained; the ~70-employee firm brings technology, life-sciences and construction/transportation insurance capabilities to IMA's platform.

IMA Financial Group Acquires Sinclair Risk & Financial Management

August 3, 2023

Insurance

IMA Financial Group has agreed to acquire Sinclair Risk & Financial Management effective Aug. 1, 2023. Sinclair will retain its name, offices in Wallingford and Norwalk, CT, and its leadership team and 32 associates while joining IMA to expand the broker's presence and capabilities in the Northeast.

Millennium Physician Group Acquires IMA Medical Group

October 6, 2025

Healthcare Services

Millennium Physician Group announced it is bringing IMA Medical Group into its organization to expand value‑based care across Central Florida. IMA contributes 53 providers across 17 practices and more than 22,000 Medicare Advantage members; Guggenheim Securities served as financial advisor to IMA and Foley & Lardner LLP served as legal counsel to Millennium.

BC Partners and Vacchi Family Complete Take-Private of IMA Group

February 10, 2021

Manufacturing

BC Partners, together with the Vacchi family, has completed a take-private of IMA Group, delisting the company from the Milan Stock Exchange and taking 100% ownership. IMA Group, headquartered near Bologna, Italy, is a global leader in automatic packaging and processing machines (c.6,200 employees) serving pharmaceuticals, food & beverage and cosmetics; BC Partners said it will support growth through strategic investments and technology adoption.