Tracked deals
28
28 tracked deals across 2018-2026.
Public Company
Financial Services
The Baldwin Group
Tampa, Florida, United States
Formerly known as AHT (Armfield, Harrison & Thomas, LLC), AHT Insurance, Armfield Harrison & Thomas LLC (AHT)
The Baldwin Group is an independent insurance brokerage and advisory firm offering business insurance, employee benefits, risk management and retirement planning, with specialty distribution platforms including MGA and embedded-insurance programs.
- Focus Areas
- Insurance brokerage, Risk management, Employee benefits
- Website
- baldwin.com
Recent pace
3
3 tracked deals announced in the last 12 months.
Deal mix
Buyout
22 buyout · 6 addon
The Baldwin Group Acquisition Volume by Year
Last 7 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 28 tracked deals for The Baldwin Group.
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January 13, 2026
- Buyer
- The Baldwin Group, MSI (Millennial Specialty Insurance, LLC)
- Target
- Creisoft, Inc. and its subsidiaries (collectively, Obie)
- Industry
- Insurance
- Location
- United States
- Type
- Buyout
The Baldwin Group has completed its acquisition of Creisoft, Inc. and its subsidiaries, collectively known as Obie, an embedded insurance distribution platform for landlords and real estate investors. The deal expands Baldwin’s property distribution network and strengthens MSI’s (Millennial Specialty Insurance) embedded insurance capabilities in the real estate investor market.
-
January 8, 2026
- Buyer
- The Baldwin Group
- Target
- Capstone Group
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
The Baldwin Group (NASDAQ: BWIN) has completed its acquisition of Capstone Group, a Philadelphia‑area multi-line independent insurance brokerage. The deal expands Baldwin's regional footprint in the Philadelphia market and gives Capstone access to Baldwin's broader resources and scalable infrastructure while preserving Capstone's high‑touch service model.
-
January 2, 2026
- Buyer
- The Baldwin Group
- Target
- CAC Group, CAC Specialty, CAC Agency, CAC Capital
- Industry
- Professional Services
- Location
- Florida, United States
- Type
- Buyout
The Baldwin Group entered into a definitive agreement to merge with CAC Group in a transaction valued at $1.026 billion upfront, with additional performance-based earnout and deferred payments. The combined company is expected to be among the largest majority-colleague-owned publicly traded insurance brokerage firms in the United States and is positioned to expand specialty advisory capabilities and distribution.
-
- Buyer
- The Baldwin Group, Westwood Insurance Agency LLC
- Target
- Hippo Holdings, Inc. homebuilder distribution network (various entities comprising the homebuilder distribution network)
- Seller
- Hippo Holdings, Inc.
- Industry
- Insurance
- Location
- United States
- Type
- Buyout
The Baldwin Group’s indirect subsidiary, Westwood Insurance Agency LLC, completed its previously announced acquisition of all outstanding equity interests in the entities comprising Hippo Holdings’ homebuilder distribution network. The network is expected to expand Westwood’s embedded home insurance offering to major homebuilders, while The Baldwin Group’s managing general agent (MSI) also entered agreements with Hippo affiliates to provide additional proprietary capacity for homebuilder programs.
-
- Buyer
- BRP Group, Inc.
- Target
- National Health Plans & Benefits Agency, LLC
- Seller
- National Health Plans & Benefits Agency, LLC
- Industry
- Insurance
- Location
- Michigan, United States
- Type
- Buyout
BRP Group, Inc. (NASDAQ: BRP) acquired substantially all the assets of National Health Plans & Benefits Agency, LLC (NHPBA), a Fraser, Michigan-based provider of individual health insurance products. NHPBA brings ~50 colleagues, approximately $11.4 million of revenue and a growing Medicare practice, and will operate within BRP Group's Guided Solutions operating group.
-
- Buyer
- BRP Group, Inc.
- Target
- Westwood Insurance Agency
- Seller
- QBE Holdings, Inc.
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
BRP Group, Inc. (NASDAQ: BRP) completed the acquisition of Westwood Insurance Agency (operating as Westwood) from QBE Holdings, Inc. The transaction was executed through an indirect subsidiary as part of BRP Group's Partnership program and includes equity grants to Westwood employees under BRP's Inducement Plan.
-
January 10, 2022
- Buyer
- BRP Group, Inc. (Baldwin Risk Partners / BRP)
- Target
- Performance Bonding Surety & Insurance Brokerage, L.P.
- Seller
- Wood Gutmann & Bogart Insurance Brokers and certain affiliates (WGB)
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
BRP Group, Inc. (NASDAQ: BRP) announced that Performance Bonding Surety & Insurance Brokerage, L.P. will be operated within the BRP family through BRP's Partnership (strategic acquisition) with Wood Gutmann & Bogart Insurance Brokers and certain affiliates, a transaction that closed on December 1, 2021. Performance Bonding, a Tustin, California–based surety specialist, will add bonding and commercial insurance expertise to BRP's national practice and expand BRP's surety capabilities for clients including contractors, developers and private equity–owned businesses.
-
- Buyer
- Millennial Specialty Insurance, LLC (MSI), BRP Group, Inc.
- Target
- Arcana Insurance Services, LP
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Buyout
Millennial Specialty Insurance, an indirect subsidiary of BRP Group, acquired substantially all of the assets of Arcana Insurance Services, a Dallas-based national insurance agency and program administrator focused on real estate investors and property management. The acquisition adds approximately $3.6 million of annual revenue and brings single-family rental program capabilities to BRP Group's MGA platform to support further product and capability expansion.
-
November 18, 2021
- Buyer
- BRP Group, Inc.
- Target
- Brush Creek, LLC (operating as Brush Creek Partners / bcp tech)
- Industry
- Insurance
- Location
- Missouri, United States
- Type
- Buyout
BRP Group, Inc. (NASDAQ: BRP) has entered into an agreement to acquire substantially all assets of Brush Creek, LLC (doing business as Brush Creek Partners), a Kansas City–based provider of commercial insurance, technology risk management and due diligence solutions. The asset acquisition (bringing ~20 colleagues) is intended to deepen BRP Group’s Cyber & Technology and VC/PE/Construction industry expertise and expand its risk-management capabilities.
-
November 16, 2021
- Buyer
- BRP Group, Inc., Baldwin Krystyn Sherman Partners, LLC (BKS Partners)
- Target
- Construction Risk Partners, LLC
- Industry
- Insurance
- Location
- New Jersey, United States
- Type
- Buyout
BRP Group, via its subsidiary Baldwin Krystyn Sherman Partners (BKS Partners), has entered into an agreement to acquire all outstanding equity interests of Construction Risk Partners (CRP), a specialty construction insurance brokerage headquartered in Branchburg, New Jersey. The deal adds about $32.6 million of annual revenue and roughly 85 employees, strengthening BRP's national construction risk management platform and expanding its construction-focused capabilities and market presence.
-
November 4, 2021
- Buyer
- BRP Group, Inc., Burnham Benefits Insurance Services, LLC
- Target
- Wood Gutmann & Bogart Insurance Brokers
- Seller
- Wood Gutmann & Bogart Insurance Brokers
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
BRP Group, Inc., through certain indirect subsidiaries including Burnham Benefits Insurance Services, entered into an agreement to acquire substantially all of the assets of Wood Gutmann & Bogart Insurance Brokers (WGB), a Tustin, California-based insurance brokerage with approximately $29.7 million of annual revenue. The deal, announced November 4, 2021 and completed December 1, 2021, expands BRP Group's commercial risk management and employee benefits capabilities and represents another "Partnership" for the public insurance distributor.
-
September 13, 2021
- Buyer
- BRP Group, Inc.
- Target
- Jacobson, Goldfarb & Scott, Inc.
- Industry
- Insurance
- Location
- New Jersey, United States
- Type
- Buyout
BRP Group, Inc. (NASDAQ: BRP) has entered into an agreement to acquire substantially all of the assets of Jacobson, Goldfarb & Scott, Inc. (JGS), a Holmdel, New Jersey-based specialty insurance broker and MGA. The transaction adds approximately $43.3 million of revenue and ~130 colleagues to BRP Group and expands its specialty and middle-market commercial insurance capabilities, particularly in habitational real estate, construction and manufacturing & distribution.
Related Acquisition Pages
Insurance Buyers & Acquisitions
23 tracked deals by The Baldwin Group.
Financial Services Buyers & Acquisitions
4 tracked deals by The Baldwin Group.
Professional Services Buyers & Acquisitions
1 tracked deal by The Baldwin Group.
Acquisitions in California
4 tracked deals by The Baldwin Group.
Acquisitions in Florida
3 tracked deals by The Baldwin Group.
Acquisitions in Texas
3 tracked deals by The Baldwin Group.
Acquisitions in Maryland
2 tracked deals by The Baldwin Group.
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