Baldwin Insurance Group (BWIN) investor relations material

Executive summary

• Sequence Holdings, DFO Management, and the Baldwin family have agreed to take the company private, aiming to leverage technology and engineering to transform service businesses, particularly in insurance.

• The transaction is structured as a merger, with details to be provided in a forthcoming proxy statement and related SEC filings.

• The strategic vision centers on "refounding"—rebuilding established enterprises around advanced technology and AI to enhance efficiency and value creation.

• Forward-looking statements highlight ambitions for long-term growth, operational transformation, and maximizing shareholder value, while acknowledging significant risks and uncertainties.

Voting matters and shareholder proposals

• Shareholders will be asked to approve the proposed transaction to take the company private, with further details to be included in the definitive proxy statement.

• Proxy materials will outline the transaction terms and related matters requiring shareholder approval.

Board of directors and corporate governance

• Information about directors, executive officers, and their interests in the transaction will be disclosed in the proxy statement and referenced SEC filings.

• Corporate governance details, including director independence and related party transactions, will be included in the proxy and annual filings.