Funded Tech Companies
IMA Financial
Headquartered in Bay Minette, IMA Financial raised its funding from HarbourVest Partners, New Mountain Capital and Oak Hill Capital.
Company Overview
Company Name
IMA Financial
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
107 Courthouse Square 100
Bay Minette, AL 36507
USA
Bay Minette, AL 36507
USA
Phone
Website
Email Address
Company Background Information
Overview
Our mission is to protect assets and make a difference, not only for clients, but also within the communities in which we operate. Our fundamental ethos is rooted in giving back to the communities we serve. Through the IMA Foundation, we financially support a diverse array of nonprofits within our markets. We also encourage associates to participate in community service by allocating work hours for service activities.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
5/13/2026
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Chief Executive Officer
Robert Cohen
Chief Financial Officer
Suzanne van Staveren
Chief Information Officer
Matt Watkins
Chief Operating Officer
John Hearn
President
Luke Proctor
VP - Administration
Amy Venturi
VP - Client Services
Drew Pippin
VP - General Counsel
Eric Pauly
VP - Human Resources
Greg Boothroyd
VP - Operations
Mike Morey
VP - Sales
Jeff Stemper
VP - Sales
Christin White
Company Investors
- HarbourVest Partners
- New Mountain Capital (Sean Donovan)
- Oak Hill Capital (Steve Puccinelli)
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