M&A Deal Summary

Baldwin Group Acquires K&S Insurance

On September 8, 2021, Baldwin Group acquired insurance company K&S Insurance

Acquisition Highlights
  • This is Baldwin Group’s 12th transaction in the Insurance sector.
  • This is Baldwin Group’s 14th transaction in the United States.
  • This is Baldwin Group’s 1st transaction in Texas.

M&A Deal Summary
Date 2021-09-08
Target K&S Insurance
Sector Insurance
Buyer(s) Baldwin Group
Deal Type Add-on Acquisition
Advisor(s) MarshBerry Capital (Financial)

Target

K&S Insurance

Rockwall, Texas, United States
K&S Insurance is an insurance agency providing full-service benefit and risk management solutions for a wide range of industries and clients. K&S Insurance is based in Rockwall, Texas.

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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 14 of 21
Sector (Insurance) 12 of 19
Type (Add-on Acquisition) 14 of 20
State (Texas) 1 of 2
Country (United States) 14 of 21
Year (2021) 5 of 10
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-08-02 Founder Shield

New York, New York, United States

Founder Shield is a risk management partner for rapidly evolving, high-growth companies. Founder Shield's mission is to create the most seamless, intuitive, and responsive experience for purchasing and administering insurance for the company. Founder Shield focuses on expertise and insurance product development on emerging markets that are primed for growth and innovation. Founder Shield was founded in 2012 and is based in New York City.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-09-13 JGS Insurance

Holmdel, New Jersey, United States

Jacobson, Goldfarb & Scott, Inc. is an independent insurance agency that offers business, personal and employee benefits services. Jacobson, Goldfarb & Scott, Inc. was founded in 1919 and is based in Holmdel, New Jersey.

Buy -
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