IMA Financial Group Completes $4B Equity Recapitalization With Oak Hill and New Mountain as Minority Backers
May 13, 2026
IMA Financial Group, Inc., a North American insurance brokerage, completed an equity recapitalization valued at about $4 billion. Oak Hill Capital and New Mountain Capital took minority stakes, with HarbourVest Partners and select institutional co-investors participating, while IMA’s 3,000+ employees retained majority ownership.
- Buyers
- Oak Hill Capital, New Mountain Capital, HarbourVest Partners, SkyKnight Capital, The Stephens Group
- Targets
- IMA Financial Group, Inc.
- Sellers
- SkyKnight Capital, The Stephens Group
- Industry
- Insurance
- Location
- Colorado, United States
- Transaction Type
- Recapitalization
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