The Baldwin Insurance Group, Inc.Baldwin agrees to be taken private at $32.50/share cash, an ~88% premium to the unaffected price.

The Baldwin Group has agreed to be taken private by an entity formed by Sequence Holdings and DFO Management, the Dell Family Office, in an all-cash transaction valued at approximately $7.7 billion. Baldwin shareholders will receive $32.50 in cash per share, an approximately 88% premium to the unaffected closing price on June 17, 2026, the day before media reports that the company was exploring a take-private transaction. The $7.7 billion total enterprise value is comprised of an equity purchase price of approximately $4.6 billion and approximately $3.1 billion of net debt assumed or refinanced, representing an implied multiple of approximately 20x Baldwin's trailing-twelve-month Adjusted EBITDA of approximately $396 million. Eligible Baldwin colleagues who currently hold equity will have the opportunity to roll over a portion of their holdings into the private company, retaining a significant minority equity stake alongside Sequence and DFO. The transaction, unanimously approved by Baldwin's Board of Directors following the unanimous recommendation of a Special Committee of independent directors, is expected to close in Q1 2027, subject to shareholder approval and regulatory clearances, after which Baldwin shares will no longer be listed on Nasdaq.
The Baldwin Insurance Group, Inc.Baldwin agrees to be taken private at $32.50/share cash, an ~88% premium to the unaffected price.
Taishin Financial Holding Co Ltd
Nasdaq IncDFO Management, the Dell Family Office, is part of the entity acquiring Baldwin in the $7.7B take-private.
Sequence Holdings is part of the entity acquiring Baldwin in the $7.7B take-private.