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AI brief of an SEC Form 8-K · Baldwin Insurance Group, Inc. (BWIN)

Baldwin to go private at $32.50 per share in cash, an 88% premium to unaffected price

Positive Impact 5 of 5 m&a Written later

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.

Key points

  • 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

The filing

CompanyBaldwin Insurance Group, Inc. (BWIN)
Form8-K, current report
Filed with the SECSep 14, 2026, 9:19 AM ET
Accession number0000950103-26-013874

Items reported: 1.01 Material Definitive Agreement7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:43 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on September 14, 2026.

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.