IMA Financial Group acquires Dallas-based Waldman Bros

05/03/2016  -  IMA, Inc.

The IMA Financial Group, Inc. announced today it acquired Waldman Bros, a Dallas-based insurance brokerage offering commercial insurance solutions, employee benefits and high-net-worth private client insurance expertise. The subsidiary IMA | Waldman is a Dallas-based division with nearly 70 employees and combines a prominent 77-year-old brand from Waldman Bros with the national resources and industry expertise of IMA.

As a result of the transaction, Waldman CEO Steve Waldman will assume a new role as president of IMA | Waldman Texas, and IMA’s Rob Broz will serve as IMA | Waldman president Dallas-Fort Worth. Michael Waldman will become executive vice president of the IMA | Waldman Texas Employee Benefits division. Todd Chanon will serve as executive vice president of IMA | Waldman and chief operating officer of Signature Select LLC Texas, an IMA | Waldman company, to oversee small business lines and high-net-worth clients. IMA | Waldman will be located at Waldman Bros’ current location at 6200 LBJ Freeway.

“Joining our established insurance brokerages solidifies the middle market alternative in Dallas-Fort Worth for companies that demand superior client service,” said IMA | Waldman Texas President Steve Waldman. “Uniting IMA’s depth of knowledge and resource-rich environment with Waldman Bros’ complimentary expertise will add new services and value to both companies’ existing clients.”

“Similar family friendly cultures and service lines offer a unique opportunity to create an unparalleled client-centric organization,” added IMA | Waldman Dallas-Fort Worth President Rob Broz. “The future is bright for our employee owners. With 120 years of combined experience, IMA | Waldman is positioned to provide medium-to-large companies with a national network of expertise in strategic employee benefits, Total Rewards solutions, comprehensive property and casualty products and outstanding carrier relationships.”

High resolution photos:

  • Steve Waldman, IMA | Waldman-Texas president
  • Rob Broz, IMA | Waldman president of Dallas-Fort Worth
  • Michael Waldman, IMA | Waldman executive vice president of Dallas Employee Benefits
  • Todd Chanon, IMA | Waldman executive vice president and chief operating officer of Signature Select LLC Texas, an IMA | Waldman company
  • IMA | Waldman logo