Baldwin Insurance Group (BWIN) Proxy filing summary

Executive summary

• Announced a change in capital structure, returning to private ownership with DFO Management and Sequence Holdings as partners to accelerate long-term growth and innovation.

• The firm’s vision, strategy, leadership, and culture remain unchanged, with the only change being the capital structure to better match current industry opportunities.

• Emphasizes the importance of insurance as a foundational economic engine and the firm’s commitment to “Protecting the Possible.”

• Highlights a decade of integrated growth, industry-leading organic growth, and a strong culture of colleague ownership.

• The shift to private ownership is positioned as necessary to enable faster, more ambitious investment in technology and talent.

Voting matters and shareholder proposals

• Shareholders are being asked to approve the transaction to take the company private, as detailed in the forthcoming proxy statement.

• The proxy statement and related materials will provide information on the transaction and participants in the solicitation.

Board of directors and corporate governance

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

• The board and management remain committed to the firm’s long-term vision and colleague ownership model.