IMA Financial Group Acquires k.p.d. Insurance

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.

The IMA Group Acquires Pontum Health

June 6, 2023

Healthcare Services

The IMA Group has acquired Pontum Health, a Seattle‑area provider of Social Security Disability and related consultative evaluations. The acquisition extends IMA's Evaluation Services coverage further into the Pacific Northwest—adding Alaska and Oregon and strengthening presence in Washington—while Pontum's leadership team will remain in place; financial terms were not disclosed.

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 Parker, Smith & Feek

October 26, 2021

Insurance

IMA Financial Group announced it has acquired Washington-based Parker, Smith & Feek effective November 1, 2021, adding about 330 employees and expanding IMA’s national footprint across the Pacific Northwest, Alaska and Hawaii. Parker, Smith & Feek will retain its name, offices and leadership while the deal strengthens IMA’s healthcare specialty and construction practice and grows the combined firm to roughly 1,700 associates.

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.

K2 Insurance Services Acquires Majority Stake in Columbia Pacific Finance

March 15, 2021

Insurance

K2 Insurance Services has acquired a majority stake in Columbia Pacific Finance (CPF), a Missoula, Montana–based premium finance and billing solutions provider for insurance agencies. The partnership will expand K2's product offerings and national footprint in premium financing and billing; CPF President Reghan Brandt will continue to lead day-to-day operations.