M&A Deal Summary

Baldwin Group Acquires Rosenthal Bros.

On June 1, 2020, Baldwin Group acquired insurance company Rosenthal Bros.

Acquisition Highlights
  • This is Baldwin Group’s 7th transaction in the Insurance sector.
  • This is Baldwin Group’s 9th transaction in the United States.
  • This is Baldwin Group’s 2nd transaction in Illinois.

M&A Deal Summary
Date 2020-06-01
Target Rosenthal Bros.
Sector Insurance
Buyer(s) Baldwin Group
Deal Type Add-on Acquisition

Target

Rosenthal Bros.

Chicago, Illinois, United States
Rosenthal Bros. is a provider of P&C insurance, employee benefits, and private client solutions to middle-market companies and individuals. Its time-proven corporate structure emphasizes a synergistic team approach that enables us to actualize our clients’ insurance and financial goals. Rosenthal Bros. was formed in 1961 and is based in Chicago, Illinois.

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Buyer(S) 1

Buyer

Baldwin Group

Tampa, Florida, United States
Category Company
Founded 2011
Sector Insurance
Employees3,802
Revenue 1.2B USD (2023)
DESCRIPTION

Baldwin Group is an independent insurance distribution firm delivering tailored insurance and risk management insights and solutions that give our clients the peace of mind to pursue their purpose, passion, and dreams. Baldwin Group was incorporated in 2011 and is based in Tampa, Florida.

DEAL STATS #
Overall 9 of 21
Sector (Insurance) 7 of 19
Type (Add-on Acquisition) 9 of 20
State (Illinois) 2 of 2
Country (United States) 9 of 21
Year (2020) 6 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-06-01 Russ Blakely & Associates

Chattanooga, Tennessee, United States

Russ Blakely & Associates is an advisory firm able to approach each employer objectively and customize the approach we recommend regardless of product, carrier, or tool. RBA uses a strategic-focused, collaborative approach with each employer to determine your needs and the best fit of products, tools, and services. Russ Blakely & Associates was formed in 1982 and is based in Chattanooga, Tennessee.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-04-26 Seniors Insurance Services

Freeland, Washington, United States

Seniors' Insurance Services is an independent insurance agency that offers information, support, and access to Medicare and other senior-related products for its clients. Seniors' Insurance Services is based in Freeland, Washington.

Buy -
Mergr

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