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
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