�鶹��ý

(DENVER – Oct. 24, 2023) , a North American integrated financial services company specializing in risk management, retail and wholesale insurance brokerage, and wealth management, has entered a strategic partnership with Chicago-based , expanding its suite of services for clients engaging in M&A transaction support and lender diligence. The partnership was effective on October 1.

“The addition of RedRidge will provide IMA’s clients with access to a world-class financial due diligence team that will meaningfully enhance the client experience,” said National Practice Director, Private Equity and M&A Jordyn Arons Rosen. “This partnership equips our clients with services beyond those traditionally implemented by an insurance and benefits brokerage firm, streamlining workflows.”

IMA partnered with RedRidge, a highly respected, mid-market financial due diligence firm to grow IMA’s existing M&A products and services and create a new channel of lender diligence offerings. Complementing this service distinguishes IMA as a comprehensive, strategic partner throughout the M&A lifecycle, leveraging its existing offerings within Private Equity and M&A including:

• Insurance due diligence
• Employee benefits due diligence
• Retirement and wealth due diligence
• Transaction Liability Insurance placements
• Post-close portfolio-wide insurance, benefits and retirement programs

“The partnership with IMA will be transformative for RedRidge. As a result, access to additional resources and expertise will broaden our client network and strengthen our service offerings,” said RedRidge President Cory Ryan. “We anticipate a bright future together with our two companies prioritizing our people and client relationships over everything else.”

The RedRidge team consists of highly technical finance experts who left large firms to be part of a more entrepreneurial culture. The company has grown into a formidable player for M&A and lender due diligence, with an annual transaction value of $5B+.

“This partnership signifies a substantial stride forward in the growth trajectory for both IMA and RedRidge,” said IMA Chairman and CEO Rob Cohen. “As a client-focused company, we always seek ways to expand and evolve our services. With RedRidge in-house, we are more equipped to support current and future IMA clients facing an increasingly complex environment.”

RedRidge will become RedRidge, an IMA Company, and maintain its leadership and headquarters in Chicago along with its associates in major cities all over the U.S. and the UK.

About �鶹��ý

�鶹��ý is an independent broker defining the future of insurance through comprehensive and consultative risk and wealth management services. A majority employee-owned and managed company, its 2,300-plus associates in offices across the country are empowered by a shared mission to manage risk, protect assets and make a difference.

About RedRidge

Financial due diligence is all we do.  Precise lender diligence and M&A support – our complete transaction advisory services identify and quickly address key transaction issues. Vigilant on-call consultants – including a team of directors involved in every transaction to quickly reveal risks when time is of the essence.