Every material Form 8-K Baldwin Insurance Group, Inc. has filed with the SEC since September 14, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Baldwin Insurance Group reported preliminary, unaudited third-quarter 2026 results with revenue up 31% to $480.3 million and adjusted EBITDA up 47% to $106.9 million. The GAAP net loss widened to $81.6 million from $30.2 million a year earlier, and the company's pending $32.50-per-share all-cash take-private deal remains on track for the first quarter of 2027.
Total revenue of $480.3 million, up 31% from $365.4 million; organic revenue growth of 6%
GAAP net loss of $81.6 million for the quarter, compared with a net loss of $30.2 million in the prior-year period
Adjusted EBITDA of $106.9 million, up 47%; net cash from operating activities of $54.2 million
Merger agreement signed September 14, 2026 at $32.50 per share in cash; expected to close in the first quarter of 2027
Baldwin Insurance Group said its Chief Accounting Officer, Corbyn Lichon, resumed the role on September 21, 2026, ending the interim appointment of Johnathan Daniel, who returns to his role as Executive Director of Finance. The filing states no compensation arrangements were entered into or changed, so the change appears administrative for shareholders.
Corbyn Lichon resumed her role as Chief Accounting Officer effective September 21, 2026.
Johnathan Daniel ceased serving as interim Chief Accounting Officer and resumed his role as Executive Director of Finance.
Daniel had been appointed interim Chief Accounting Officer on June 4, 2026, during Lichon's maternity leave.
No compensatory arrangements were entered into or modified in connection with the changes.
The Baldwin Insurance Group agreed to be acquired by an entity formed by Sequence Holdings and DFO Management, the Dell family investment office, in an all-cash deal. Shareholders would receive $32.50 per share, and the transaction implies a total enterprise value of about $7.7 billion, including about $3.1 billion of net debt. The deal requires shareholder and regulatory approvals and is expected to close in Q1 2027, after which Baldwin shares would stop trading on Nasdaq.
Shareholders to receive $32.50 per share in cash, a premium of about 88% to the unaffected closing price on June 17, 2026
Equity purchase price of about $4.6 billion and total enterprise value of about $7.7 billion, implying about 20x trailing-twelve-month Adjusted EBITDA of about $396 million
Expected close in Q1 2027, subject to shareholder approval, regulatory approvals and other customary conditions
Shares would be delisted from Nasdaq and deregistered under the Exchange Act after the effective time
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Baldwin Insurance Group, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →