The IMA Financial Group Inc. has 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.
Source: IMA Financial Group
Topics Mergers & Acquisitions Texas
Was this article valuable?
Here are more articles you may enjoy.
Older, Wealthier Renters Drive Changes in Insurance Needs 
Hacking Group Claims Major Hack of Novo Nordisk and Attempted $25M Extortion 
California Homeowners Insurance Costs Still 41% Below National Average, Report Shows 
Read 14-Point Draft Memorandum of Understanding Between the US and Iran 
