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M&A Deal Summary

IMA Financial Acquires Bolton & Co.

On April 28, 2021, IMA Financial acquired insurance company Bolton & Co.

Acquisition Highlights
  • This is IMA Financial’s 2nd transaction in the Insurance sector.
  • This is IMA Financial’s 2nd transaction in the United States.
  • This is IMA Financial’s 1st transaction in California.

M&A Deal Summary
Date 2021-04-28
Target Bolton & Co.
Sector Insurance
Buyer(s) IMA Financial
Deal Type Add-on Acquisition

Target

Bolton & Co.

Pasadena, California, United States
Bolton & Co. is an independent insurance broker serving the needs of thousands of clients across the country. The company continues to grow with the industries, organizations, and communities we serve every day, and its success has been dependent upon fostering an environment where the team of professionals can grow, develop and thrive in their roles to best support the clients. Bolton & Co. was formed in 1931 and is based in Pasadena, California.

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Buyer(S) 1

Buyer

IMA Financial

Denver, Colorado, United States
Category Company
Founded 1974
Sector Insurance
DESCRIPTION

IMA Financial is a diversified financial services company focused on protecting the assets of its widely varied client base through insurance and wealth management solutions. Because IMA is 100-percent employee-owned, its more than 600 associates in Colorado, Kansas, Michigan, New York and Texas are empowered to provide customized solutions for their clients’ unique needs. IMA Financial was founded in 1974 and is based in Denver, Colorado.

DEAL STATS #
Overall 2 of 3
Sector: Insurance M&A 2 of 3
Type: Add-on Acquisition M&A Deals 2 of 3
State: California M&A 1 of 1
Country: United States M&A 2 of 3
Year: 2021 M&A 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2016-05-03 Waldman

Dallas, Texas, United States

Waldman LLP is a insurance brokerage offering commercial insurance solutions, employee benefits and high-net-worth private client insurance expertise.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-08-04 Diversified Insurance

Salt Lake City, Utah, United States

Diversified Insurance is a full-service insurance agency providing property & casualty insurance and employee benefits. Diversified Insurance was founded in 1964 and is based in Salt Lake City Utah.

Buy -
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