M&A Deal Summary

Baldwin Group Acquires Trinity Benefit Advisors

On June 1, 2020, Baldwin Group acquired business services company Trinity Benefit Advisors

Acquisition Highlights
  • This is Baldwin Group’s 2nd transaction in the Business Services sector.
  • This is Baldwin Group’s 9th transaction in the United States.
  • This is Baldwin Group’s 2nd transaction in Tennessee.

M&A Deal Summary
Date 2020-06-01
Target Trinity Benefit Advisors
Sector Business Services
Buyer(s) Baldwin Group
Deal Type Add-on Acquisition

Target

Trinity Benefit Advisors

Knoxville, Tennessee, United States
Trinity Benefit Advisors is a full-service Employee Benefits Consulting and Brokerage firm. It brings a strong history of developing successful employee benefits strategies and a variety of other customized consulting services to meet the organization's needs, long term goals, and objectives. Trinity Benefit Advisors was founded in 2006 and is based in Knoxville, Tennessee.

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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 (Business Services) 2 of 2
Type (Add-on Acquisition) 9 of 20
State (Tennessee) 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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