(DENVER – May 4, 2023) IMA Financial Group, a North American insurance brokerage firm specializing in risk management, insurance, wholesale brokerage and wealth management, and ECM Solutions, the largest privately owned independent insurance agency in the Carolinas, have agreed to join forces effective May 4, 2023.

“IMA is creating a new future for the insurance industry,” said IMA Chairman and CEO Rob Cohen. “We take a non-traditional approach that relentlessly focuses on clients, colleagues and community. ECM is the best in the region. Together we can deliver unmatched service and strategic risk management for clients as we grow together through the southeast.”

Continuing IMA’s successful legacy of sustainable growth, ECM Solutions will operate as an IMA Company. Its 80 associates will continue serving 6,000+ clients from its two offices in Charlotte, N.C. and Greenville, S.C., led by President Jeff Haney and partners John Ketner and Jae McGuirt.

We believe in the IMA model, which maintains a fierce commitment to independence while investing in networks and alliances that deliver the best for clients, associates and the community,” said ECM President Jeff Haney. “By partnering with IMA, we remain true to our core values while expanding opportunities for our associates and resources for our clients.”

As an employee-owned, independent company, IMA offers ECM’s associates the opportunity to invest in the fast-growing brokerage, which has added 1,300 associates and more than tripled its revenue over the past three years.

IMA clients will benefit from ECM’s unique products, including the company’s proprietary Lifecycle Proactive Health Management Tool, and exclusive endorsements from Carolina Benefits Partners and the American Rental Association. ECM clients gain access to IMA’s rich data solutions, unmatched shared resources and specialty expertise.

The two companies also share a commitment to serving the community. The ECM Foundation has donated nearly $350,000 to charitable organizations since its founding in 2016 and will combine forces with the IMA Foundation to support local charities.


About IMA Financial Group

Based in North America, IMA Financial Group, Inc. is an integrated financial services company invested in the future of insurance. Employee-owned, its 2,000-plus associates in offices across the U.S. are empowered to provide customized solutions to meet emerging risks for clients ranging from multinational public entities to small and mid-market companies to individuals and public institutions.


About ECM Solutions

ECM Solutions is the largest privately owned independent insurance agency in the Carolinas. An independent agency with offices in Charlotte, N.C. and Greenville, S.C., ECM Solutions is a client-focused organization with an expert team of more than 80 associates and a broad range of coverage solutions and proprietary products available to individual and business clients.



View this story in other media outlets

Charlotte Business Journal: “Charlotte insurance brokerage ECM Solutions bought by Denver-based IMA Financial Group



Media Contacts:

Ruth Rohs, SVP Corporate Communications, IMA Financial Group, ruth.rohs@imacorp.com

Jessica Poulalier, Center Reach Communications, jessica@centerreachcommunication.com



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