Expansion and M&A IMA has a history of growth through acquisitions and regional expansion, including the Parker, Smith & Feek acquisition and Alabama market expansion. This suggests opportunities to pitch integrated risk management and employee benefits solutions across newly acquired entities and newly entered markets, leveraging cross-sell of services.

Litigation and Competition Recent regulatory and competitive actions, including disputes with Howden and EPIC Insurance Brokers & Consultants, indicate a heightened emphasis on talent retention, key personnel protection, and competitive differentiators. Sales conversations can highlight robust risk management, confidentiality controls, and client-centric service models to attract and retain business.

Tech-Driven Advantage IMA emphasizes innovation and uses a technology stack (Azure Data Factory, Google Cloud, Smartsheet, Drupal) to deliver cutting-edge solutions. This presents a sales angle for clients seeking scalable digital risk management, data analytics, tailored employee benefits programs, and IT risk assessments.

Strong Funding Equity recapitalization led by major firms (Oak Hill Capital, New Mountain Capital, HarbourVest Partners) signals financial strength and growth ambition. Use this to frame IMA as a stable partner capable of investing in comprehensive risk, surety, and benefits programs, even for mid-market and growing organizations.

Geographic Reach With over 2,300 associates across multiple states and cross-border U.S. and Canada coverage, IMA demonstrates broad geographic reach and multi-market capabilities. Target mid-market clients with multi-state operations who require consistent risk management, claims handling, and benefits consulting nationwide.