The Baldwin Group Overview

  • Year Founded
  • 2011

Year Founded

  • Status
  • Public

  • Employees
  • 3,927

Employees

  • Stock Symbol
  • BWIN

Stock Symbol

  • Investments
  • 19

  • Share Price
  • $48.22
  • (As of Friday Closing)

The Baldwin Group General Information

Description

The Baldwin Insurance Group Inc is a United States-based insurance distribution firm. Its products include Business Insurance, Benefits Consulting, Reinsurance, Specialty MGA, Embedded Insurance., Personal insurance, etc.

Contact Information

Website
www.baldwin.com
Formerly Known As
Baldwin Risk Partners, LLC, Baldwin Risk Partners
Ownership Status
Publicly Held
Financing Status
Corporation
Corporate Office
  • 4211 West Boy Scout Boulevard
  • Suite 800
  • Tampa, FL 33607
  • United States
+1 (866) 000-0000
Primary Industry
Holding Companies
Other Industries
Commercial/Professional Insurance
Stock Exchange
NAS
Vertical(s)
Corporate Office
  • 4211 West Boy Scout Boulevard
  • Suite 800
  • Tampa, FL 33607
  • United States
+1 (866) 000-0000

The Baldwin Group Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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The Baldwin Group Stock Performance

(As of Friday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$48.22 $46.70 $17.33 - $48.29 $3.22B 66.7M 447K -$0.80

The Baldwin Group Financials Summary

In Thousands,
USD
TTM 30-Jun-2024 FY 2023 31-Dec-2023 FY 2022 31-Dec-2022 FY 2021 31-Dec-2021
EV 4,349,336 3,449,730 3,448,405 2,924,629
Revenue 1,304,825 1,207,739 969,491 559,972
EBITDA 143,523 55,133 81,397 20,306
Net Income (48,091) (90,141) (41,772) (30,646)
Total Assets 3,680,185 3,501,937 3,462,182 2,876,307
Total Debt 1,709,608 1,631,811 1,473,348 1,038,600
Public Fundamental Data provided by Morningstar, Inc. disclaimer

The Baldwin Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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The Baldwin Group Executive Team (18)

Name Title Board Seat
Jim Roche Chief Executive Officer & President
Daniel Galbraith President and CEO, Retail Brokerage Operations
Bradford Hale Chief Financial Officer, Finance
Corbyn Lichon Chief Accounting Officer, Accounting
Rajasekhar Kalahasthi Chief Digital & Information Officer
You’re viewing 5 of 18 executive team members. Get the full list »

The Baldwin Group Board Members (8)

Name Representing Role Since
Barbara Matas Self Board Member 000 0000
Ellyn Shook Self Board Member 000 0000
Joseph Kadow JD Self Board Member 000 0000
Lowry Baldwin The Baldwin Group Co Founder and Chairman 000 0000
Sunita Parasuraman Self Board Member 000 0000
You’re viewing 5 of 8 board members. Get the full list »

The Baldwin Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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The Baldwin Group Investments & Acquisitions (19)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
National Health Plans & Benefits Agency 01-Aug-2022 0000000000 Insurance Brokers
Westwood Insurance Agency 29-Apr-2022 0000000000 00000 Insurance Brokers 000000 00
Performance Bonding Surety & Insurance Brokerage 10-Jan-2022 0000000000 Other Capital Markets/Institutions
Brush Creek (Multi-line Insurance) 07-Dec-2021 0000000000 Multi-line Insurance 0000 0000
Wood Gutmann & Bogart Insurance Brokers 04-Nov-2021 Merger/Acquisition Insurance Brokers
You’re viewing 5 of 19 investments and acquisitions. Get the full list »

The Baldwin Group Subsidiaries (14)

Company Name Industry Location Founded
LeaseTrack Business/Productivity Software New York, NY 2019
Millennial Specialty Insurance Other Insurance Bedford, TX 0000
Performance Bonding Surety & Insurance Brokerage Other Capital Markets/Institutions Tustin, CA 0000
National Health Plans & Benefits Agency Insurance Brokers Fraser, MI 0000
Brush Creek (Multi-line Insurance) Multi-line Insurance Kansas City, MO 0000
You’re viewing 5 of 14 subsidiaries. Get the full list »

The Baldwin Group ESG

Risk Overview

Risk Rating

Updated February, 11, 2023

30.74 | High Risk

Risk Scale

A lower score indicates better sustainability

Negl

0-10

Low

10-20

Med

20-30

High

30-40

Severe

40+

Exposure

Exposure refers to the extent to which a company is exposed to different material ESG issues

00.00

Management

Management is related to actions taken to manage ESG issues

00.00

Peers Analysis

Peer performance insights compare the company’s ESG performance to the performance of selected peers to help inform future ESG decisions and drive internal performance improvements.

Global

Covered Companies

00 of 16,009

Rank

00.0

Percentile

Insurance

Industry

00 of 300

Rank

00.0

Percentile

Diversified Insurance Services

Subindustry

00 of 71

Rank

00.00

Percentile

To view The Baldwin Group’s complete esg history, request access »

The Baldwin Group FAQs

  • When was The Baldwin Group founded?

    The Baldwin Group was founded in 2011.

  • Who is the founder of The Baldwin Group?

    Laura Sherman is the founder of The Baldwin Group.

  • Who is the CEO of The Baldwin Group?

    Jim Roche, Daniel Galbraith, and Trevor Baldwin are the CEOs of The Baldwin Group.

  • Where is The Baldwin Group headquartered?

    The Baldwin Group is headquartered in Tampa, FL.

  • What is the size of The Baldwin Group?

    The Baldwin Group has 3,927 total employees.

  • What industry is The Baldwin Group in?

    The Baldwin Group’s primary industry is Holding Companies.

  • Is The Baldwin Group a private or public company?

    The Baldwin Group is a Public company.

  • What is The Baldwin Group’s stock symbol?

    The ticker symbol for The Baldwin Group is BWIN.

  • What is the current stock price of The Baldwin Group?

    As of 13-Sep-2024 the stock price of The Baldwin Group is $48.22.

  • What is the current market cap of The Baldwin Group?

    The current market capitalization of The Baldwin Group is $3.22B.

  • What is The Baldwin Group’s current revenue?

    The trailing twelve month revenue for The Baldwin Group is $1.3B.

  • What is The Baldwin Group’s annual earnings per share (EPS)?

    The Baldwin Group’s EPS for 12 months was -$0.80.

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