The Baldwin Group

About The Baldwin Group

The Baldwin Group specializes in risk management, insurance, employee benefits, and wealth management advisory services. Their mission is to simplify complexity and protect what's possible for businesses and individuals through tailored solutions and a focus on clarity, efficiency, collaboration, commitment, and communication.

Products & Services

Business Insurance:Customized insurance plans to mitigate risks and support business success across various industries like construction, energy, healthcare, and more.

Employee Benefits:Strategic, cost-effective benefits programs to attract and retain talent, including ancillary benefits, compliance, and international solutions.

Reinsurance:Specialized reinsurance solutions for businesses.

Specialty MGA:Managing General Agent services for niche insurance needs.

Embedded Insurance:Insurance solutions integrated into products or services.

Retirement Consulting:Tailored retirement plan strategies to support employee loyalty and business goals.

Private Risk:Personalized risk management for high-value assets like homes, vehicles, and collections.

Personal Insurance:Coverage for home, auto, health, Medicare, and life insurance needs.

Wealth Management:Guidance on asset management to build, protect, and grow wealth.

Specialties

Risk Management Business Insurance Employee Benefits Wealth Management Retirement Consulting Private Risk Solutions Cyber Insurance International Benefits Surety Bonding

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Debt T: - FT: Debt	A: 600000000 MR: - FA: $600 million FAN: 600000000	D: 2025-12-10 FD: 2025-12-10	-
2	RT: Debt T: - FT: Debt	A: 100000000 MR: - FA: 100 million FAN: 100000000	D: 2024-12-13 FD: 2024-12-13	-
3	RT: Debt Financing (Term Loan B and Revolving Facility) T: - FT: Debt Financing (Term Loan B and Revolving Facility)	A: 1440000000 MR: - FA: $840,000,000 (Term Loan B) and $600,000,000 (Revolver) FAN: 1440000000	D: 2024-05-16 FD: 2024-05-16	-
4	RT: Senior Secured Notes Offering T: - FT: Senior Secured Notes Offering	A: 600000000 MR: - FA: $600 million FAN: 600000000	D: 2024-05-10 FD: 2024-05-10	-
5	RT: Senior Secured Notes Offering T: - FT: Senior Secured Notes Offering	A: 500000000 MR: - FA: $500 million FAN: 500000000	D: 2024-05-08 FD: 2024-05-08	-

Debt Latest

2025-12-10

$600.0M

Debt 2024-12-13

$100.0M

Debt Financing (Term Loan B and Revolving Facility) 2024-05-16

$1.4B

View 4 more funding rounds with Pro

Unlock Full Funding History

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

View 3 more growth metrics with Pro

Unlock All Metrics

Mock Up

Team & Leadership

T

Trevor Baldwin

Chief Executive Officer

S

Seth Cohen

General Counsel & Corporate Secretary

D

Dan Galbraith

President, The Baldwin Group and Chief Executive Officer, Retail Brokerage Operations

B

Brad Hale

Chief Financial Officer

R

Raj Kalahasthi

Chief Digital & Information Officer

E

Erin King

Chief Colleague Officer

View 26 more team members with Pro

Unlock Full Team Directory

Recent News