Experience Highlights

Represented IMA Financial Group in the purchase of one of the largest privately held insurance brokers in the U.S.

Represented as lead counsel, the buyer, IMA Financial Group, one of the largest privately held insurance brokers in the U.S., in connection with the purchase of 77 year-old Waldman Bros, a Dallas-based insurance brokerage, offering commercial insurance solutions, employee benefits and high-net-worth private client insurance expertise to create the subsidiary IMA | Waldman, a Dallas-based division with nearly 70 employees. The firm’s role included negotiation and preparation of post-acquisition agreements for acquiring company and client, employee incentive packages, review and comment upon purchase and sale agreement and related transaction documents, private placement of equity securities, purchase financing, and a broad range of general business matters.