Added to YB: 2026-09-21
Pitch date: 2026-09-17
BWIN [neutral]
The Baldwin Insurance Group, Inc.
-0.16%
current return
Author Info
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Company Info
The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States.
Market Cap
$3.1B
Pitch Price
$31.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
42.87
P/E
-31.86
EV/Sales
3.46
Sector
Insurance
Category
special_situation
$BWIN: a 298 million dollar cheque that isn't part of the 32.50
BWIN: Baldwin’s take-private pays public holders $32.50 per share while separately capping payments to TRA holders, including executives and founders who supplied the required two-thirds consent, at $298.45M — 6.5% of the $4.6B equity value, or roughly $2.11 per share-equivalent. With shares at $32.49, there is no spread; the remaining issue is whether forthcoming filings show the cap is below contractual value and whether the stated $7.7B enterprise value includes it.
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