Strategic Partnerships IMA | Waldman has recently expanded its market reach through strategic partnerships with The Richards Group and Valent Group, indicating an active growth strategy and openness to collaborating with regional and supplemental brokers to enhance service offerings and penetrate new markets.

Leadership Expansion The company has appointed regional and national leaders such as Joey Dryden, Dan Mize, Stephanie Crochet, and Kendall Empey, demonstrating a focus on strengthening local market presence and specialized expertise, creating opportunities to tailor solutions for diverse regional needs.

Industry Focus With a dedicated energy practice and key leadership hires in property, IMA | Waldman is positioning itself to serve highly specialized sectors, providing targeted insurance solutions that can appeal to clients in energy and commercial property markets seeking expert risk management.

Technological Capabilities The company’s technology stack, including Salesforce Marketing Cloud and Microsoft Azure, indicates a strong digital foundation for client engagement and operational efficiency, presenting opportunities to leverage advanced analytics and personalized outreach to prospective clients.

Financial Stability With a revenue range of $50 million to $100 million and a focused team size of around 51 to 200 employees, IMA | Waldman is well-positioned as a mid-sized, financially stable firm capable of scaling personalized insurance solutions to attract midsize commercial clients seeking trusted risk management partners.