This year, we’ve expanded in size, broadened our capabilities, and—most importantly—strengthened our shared purpose. In 2024, we reached an incredible milestone: every associate became a shareholder, uniting us even more as #OneIMA. Now, nearly 3,000 owners strong, we are doubling down on what truly sets us apart—unbounded teamwork, unwavering client focus, and meaningful community impact.
Thank you to our clients, associates, and partners for helping make 2024 a year of monumental progress, and we look forward to achieving even greater milestones together in 2025.
The last four years have been exceptional. They've been filled with growth and coming together as one IMA. But 2024 marked one of the most meaningful milestones of all the year when every one of our associates became a shareholder. Our foundation is set and we're doubling down on developing our leaders and our associates so that they can focus on the IMA clients and propel them forward into the future. As we close out the year, I've asked a few of these leaders to reflect on what I ma means to them. And what the future holds for the IMA employee shareholders. First of all, thanks everybody for being here. Couldn't be more excited to to be at this table with you all. When I think about the past 12 months, the, the thing that jumps out to me is the. Cross office collaboration and I think as we continue to grow and get new partners, we learn what Boston does well with Wichita does well, what Pasadena does well. And to be able to get all of our associates, you know, the knowledge and the understanding that we had these resources across the country is extremely powerful. Yeah, I feel like bringing in the additional partnerships, we've really doubled down on ensuring that we have specialization and each of our core industry practices, but we're also offering a broader array of services than we've ever offered. Before and I think that just well positions us to execute that IMA next strategy for years to come. These owners of these agencies, it's their baby, right? I mean that they've grown that from day one and they're entrusting not only their financial future, but the financial future of their associates as well. It's truly game changing for many people. The vision of being boundaryless is is real. We've really evolved into a broker that will put the best team forward for the client. That we have, you know, allowed every employee in the company to be an owner, you know, really allows us to drive home that message to our, you know, prospective candidates and our clients that we truly are a different broker than our peers. I mean, it's crazy to think that we have almost 3000 associates and whether you're in California, Texas, Boston, we all have different talents, different specialties, but the one thing we have in common is ownership and, and I'm just so excited to tell that to our clients, to our. Candidates like you mentioned and it truly makes us different in the marketplace. It just makes you feel like you matter. And this really large organization which is growing day after day to your point, almost 3000, it makes you feel like we all are in it together and that's really made a cultural impact. What's remarkable is that as we have grown as a company and we we need more people to help lead, we are certainly committed to growing our own talent organically. We didn't bring people from outside, right? We brought people from inside who knew the business. More importantly, knew our culture. That's what I find exhilarating for 2025. I think people who are just joining IMA are coming at such a perfect time. We have so much momentum that we have built over the last few years and all the opportunity that we have in the Texas market because I feel like we've just barely scratched the surface. So I'm excited about that. I heard it. It was an exciting story 2 weeks ago where we have an up and coming specialty and we were in a competitive situation trying to win a new deal and one of the largest. Brokers in the country, if not the largest said, well, I am a is the specialty in that area. Let's think about a different part of your business and to hear our largest competitors talking about IMA that way, it was pretty exciting for me personally. I'm excited to reinvent myself at IMA. There's just so many opportunities for me to get involved in a different way outside of my employee benefits job. The fact that every office has difference makers, right? A group that is taking this on for each office and coming up with. Charitable organizations to give to and events to be able to raise the money, I think is a fantastic idea. I've never seen that with any organization. And I'll be honest with you, when the partner is in Boston, we're looking about, you know, to other brokers to see who we're going to partner with. The fact that IMA is so invested in the community and charitable giving was definitely a differentiator for us and one of the reasons that we chose to join the IMA family and thinking about community and making a difference. I'm also involved in the Women's Network. And through that network, we've been doing a lot of volunteering activities, packing up food for children, making cards for veterans on veteran's day, and really just looking to continue to expand our impact in the community in 2025. When I look at the upcoming year in 2025 and and even beyond going back to the employee ownership, Rob always says you, you treat things different when you own it rather than rent it, right? And people don't quite understand it like we've talked about earlier. Until they get in and experience, experience the IMA way, experience the camaraderie, experience the collaboration. It really is incredible and it's who we are.
Board Director: Superior Group of Companies (NASDAQ: SGC)
Board Chair: Lifespace Communities, Inc.
Board Director: Field Fastener and IMA Financial Group
Today we are delighted to share our updated 2030 Strategy Map, detailing the vision for our firm over the next 5 years.
Our strategic goal is to build on already strong foundations to become a leading global advisory and restructuring business.
We have unapologetically ambitious goals, and know delivering this vision will take the effort of every single colleague in our near 1,000 person firm.
We are enormously proud to have fostered a 'one firm' culture where teams globally operate together with a single P&L and equity pool.
At Interpath, we deliver together, grow together and succeed together.
Read more here: https://lnkd.in/eUuWJMvX#delivertogether#growtogether#succeedtogether
#𝗜𝗖𝗬𝗠𝗜: 𝗟𝗲𝘁’𝘀 𝗵𝗲𝗮𝗱 𝗮𝗿𝗼𝘂𝗻𝗱 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗲 𝗳𝗼𝗿 𝘁𝗵𝗶𝘀 𝘄𝗲𝗲𝗸’𝘀 𝗔𝗽𝗲𝘅 𝗚𝗿𝗼𝘂𝗽 𝗥𝗼𝘂𝗻𝗱𝘂𝗽! 🔁🌍
🌟 𝗚𝗥𝗢𝗪𝗧𝗛 & 𝗦𝗨𝗖𝗖𝗘𝗦𝗦 🌟
🗞️✨ We've issued new Holdco PIK Notes with an incremental $1.1bn from The Carlyle Group and Goldman Sachs.
This commitment endorses our sustainable growth strategy, following the successful integration of a number of previous acquisitions, continued strong organic growth and technological innovations.
🔗 https://okt.to/mVSa3n
🏳️🌈 𝗛𝗔𝗣𝗣𝗬 𝗣𝗥𝗜𝗗𝗘 🏳️🌈
🌏 Our global team consists of many diverse communities. 🙌
Thanks to a collective responsibility in our company to be bold allies – we continually educate ourselves, amplify LGBTQIA+ voices, and create a safe space for our employees.
Meet one of the members of our Rainbow RISE Network, Morné Van Der Waltsleben.
🔗 https://okt.to/7CeFUM
📸 𝗘𝗫𝗖𝗜𝗧𝗜𝗡𝗚 𝗘𝗩𝗘𝗡𝗧𝗦 📸
It’s time to get social at our summer networking event! ☀️
This is the perfect opportunity for German fund managers to meet and share ideas with teams from Apex Group and our sub brand, Holtara, in a friendly, relaxed environment.
July 4, 2024 at 18:00
The Charles Hotel, Sophienstrasse 28, 80333 Munich
🔗 https://okt.to/M9Cibl
How can GPs address rising regulatory and compliance pressures? 💥
Discover the pros and cons of outsourcing and co-sourcing in our webinar co-hosted with The Drawdown.
Join the conversation, Accounting for taste: how GPs select the right operating model, on July 3, 2024 at 2 pm (BST).
🔗 https://okt.to/vsQ07A
Did you miss the recent Preqin webinar, "New rules: what private funds CFOs want from service provider outreach," hosted in collaboration with the Association for Corporate Growth (ACG)?
Kartik Shah, head of product for private equity, was amongst the speakers in an insightful and engaging discussion.
Watch it on-demand.
🔗 https://okt.to/VjGy7l
💡 𝗩𝗔𝗟𝗨𝗔𝗕𝗟𝗘 𝗜𝗡𝗦𝗜𝗚𝗛𝗧𝗦 💡
There’s a lot to consider when running a business, and managing personnel adds another layer of complexity.
📖 Explore strategies for staying ahead in this dynamic industry, from regulatory compliance to effective recruitment strategies.
🔗 https://okt.to/U7N5H6
How can asset managers enhance internal capabilities for asset management growth?
We’ve explored key ways that asset managers navigate challenges, leverage opportunities, and position themselves for success amidst evolving industry demands.
🔗 https://okt.to/jdJkps
🚀 𝗝𝗢𝗜𝗡 𝗢𝗨𝗥 𝗚𝗟𝗢𝗕𝗔𝗟 𝗧𝗘𝗔𝗠 🚀
When you choose a career at Apex Group, we’ll make sure the effort you put in takes you further, faster.
Harsha Maudhoo Sibartie, operations project manager – corporate solutions, shares what it’s like to be a part of a people-powered business.
🔗 https://okt.to/13oQ8w#FinancialServices#WeAreApex#DrivingPositiveChange#ApexRoundup#PrideMonth#ApexGroup
💡 Building Practical Solutions for Real-World Problems 💡
At Intersect Connect, user feedback is at the heart of everything we do. When Geraldine Bremner from Bremner Advisory shared her thoughts about our platform back in April '24, she highlighted an important challenge:
👉 "I love Intersect, but I can’t have my clients receiving duplicate email tasks for shareholding processes we’ve already completed. It will annoy them and duplicate our work!"
This insight led us to develop the Legacy Shareholding feature, a game-changer for firms managing existing share- and company registers. With this feature, users can:
✅ Recreate accurate share - and company registers, and reporting such Beneficial Ownership Registers.
✅ Upload signed legacy documents directly into the platform.
✅ Avoid triggering new tasks or notifications for existing workflows.
This update reflects our commitment to listening, adapting, and delivering software that meets the practical needs of compliance professionals.
Thank you, Geraldine, for helping us improve! 🚀
If you have a feature idea or feedback, we’d love to hear it. Drop us a message or comment below!
#ComplianceReimagined#IntersectPlatform#CustomerFeedback#Innovationhttps://lnkd.in/d5aYav-B
Our RSM analysts outline trends to watch for in the tech industry:
1️⃣ How earnouts are bridging valuation gaps
2️⃣ Potential IPO revival
3️⃣ Leveraging AI to control costs and enhance value
Check out our latest outlook to learn more. https://rsm.buzz/4fCmGk1
Delighted that BDO is co-hosting this event with the LSE on 5th February, which is designed for companies that are interested in undertaking a UK Listing. There are a wide range of speakers who can share their knowledge about the IPO process and about what it feels like to operate as a listed company, the benefits and the things to be aware of. If you are interested, please see below about how to register.
#bdo#londonstockexchange#ipo#AIM#capitalmarkets
🚀 Exciting Client Announcement!
Thrilled to welcome a Europe-based global secondary investment firm as our new client. This partnership reflects our shared commitment to innovation and efficiency in the secondary market.
Key Value Add:
✅ Automated Workflows – Extracting key data from various types of deal documents and integrating it into pricing models, eliminating manual review.
✅ Granular Analysis – Turning raw data into actionable insights for each fund and company.
✅ Enhanced Efficiency – Freeing teams from manual tasks to focus on strategic decision-making.
This collaboration reinforces MultiplAI as the go-to partner for automating and scaling workflows in secondary private equity. Excited for what’s ahead!
#Secondaries#SecondaryMarket#AlternativeInvestments#PrivateMarkets#privateequity
There's still time to sign up to next weeks event. Learn more about how finding the right talent is key in today's fast-paced European market.
Vivek Batra joins Eric Walczykowski on Tailored Talent to discuss the top challenges private equity firms face when expanding into new markets. From pre-deal advisory to understanding local market dynamics, hear firsthand how Alphaskill helps firms identify talent that can make a lasting impact.
Catch the vodcast here:
🔗 https://lnkd.in/dxCi9892
𝗜𝗻 𝘁𝗼𝗱𝗮𝘆’𝘀 𝗳𝗮𝘀𝘁-𝗽𝗮𝗰𝗲𝗱 𝗘𝘂𝗿𝗼𝗽𝗲𝗮𝗻 𝗺𝗮𝗿𝗸𝗲𝘁, 𝗳𝗶𝗻𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝘁𝗮𝗹𝗲𝗻𝘁 𝗶𝘀 𝗸𝗲𝘆.
Vivek Batra, Managing Partner of the European-based executive search firm AlphaSkill, joins us on Tailored Talent to discuss the top challenges private equity firms face when expanding into new markets. From pre-deal advisory to understanding local market dynamics, hear firsthand how Alphaskill helps firms identify talent that can make a lasting impact.
Don’t miss out on this discussion, hosted by Bespoke Partners CEO Eric Walczykowski! Catch the vodcast here:
🔗 https://lnkd.in/dxCi9892#EU#PrivateEquity#ExecutiveSearch
Vice President at The Richards Group, a Financial Services, Insurance and Total Rewards Company
2moGo Josi!