Jamieson is pleased to announce that it has advised the management of the Baldwin Group (“Baldwin”) in connection with the take private and majority investment into the business by Sequence and DFO Management. The transaction is expected to close in Q1 2027, subject to approval by Baldwin shareholders, the receipt of required regulatory approvals, and other customary closing conditions.
Founded in 2011 and headquartered in Tampa, Florida, Baldwin is an independent insurance distribution firm operating in the United States, built with a mission to deliver indispensable, tailored insurance and risk management insights and solutions to its clients. The company has 125 offices across 24 states, with more than 5,000 employees, including 900 risk advisors.
Ian Rosamilia, Michael Sirkin, Matthew Schwarcz, and Chris Caputo advised the management of Baldwin Group in connection with the transaction.
Jamieson Corporate Finance US, LLC is a member of FINRA/SIPC.
