Baldwin Insurance Group (BWIN) Proxy filing summary

Executive summary

• Announced an agreement to go private, changing capital structure to accelerate strategic initiatives and investment pace.

• Decision to go private is positioned as a move from strength, not a shift in core strategy or culture.

• Forward-looking statements highlight ambitions for long-term growth and maximizing shareholder value, subject to significant risks and uncertainties.

• Stakeholders are encouraged to review additional communications and reach out with questions as more updates will follow.

Voting matters and shareholder proposals

• Stockholders will be asked to approve the proposed go-private Transaction and related matters at a special meeting.

• Proxy statement on Schedule 14A will be filed and distributed to stockholders for voting.

Board of directors and corporate governance

• Directors and executive officers are participants in the proxy solicitation and their interests will be disclosed in the proxy statement.

• Information on board composition, executive officers, and governance practices is available in the Form 10-K and 2026 Proxy Statement.