Mergers & Acquisitions ·
Files audited financials for Cobbs Allen acquisition and updated pro forma data
BWINBaldwin Insurance Group, Inc.
Baldwin Insurance Group filed this report to provide the audited historical financial statements of Cobbs Allen Capital Holdings (CAC) for 2024 and 2025, along with unaudited pro forma combined financial information reflecting CAC's acquisition. The transaction closed on January 1, 2026, following a definitive agreement signed in December 2025. Baldwin also incurred $600 million in incremental term loans to fund the deal and related acquisitions of Creisoft and Capstone. This filing supplements earlier disclosures by providing detailed financial data for the acquired entity and pro forma results assuming the transactions occurred earlier. The company operates as a diversified insurance brokerage and advisory firm.