Extracted from this filing and checked against the source text.
Equity Issuances
SEC 8-K Item 3.02/3.03
confidence 0.9
Baldwin Insurance Group, Inc. issued up to an aggregate of approximately $40 million of Class A Common Stock of common stock to parties to other Acquisition Agreements for $40 million aggregate value.
- Security
- common stock
- Shares
- up to an aggregate of approximately $40 million of Class A Common Stock
- Purchaser
- parties to other Acquisition Agreements
- Consideration
- $40 million aggregate value
Exact text from the filing
the Company may issue up to an aggregate of approximately $40 million of Class A Common Stock pursuant to the terms of the Acquisition Agreements
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Equity Issuances
SEC 8-K Item 3.02/3.03
confidence 0.9
Baldwin Insurance Group, Inc. issued 23,200,000 shares of the Company's Class A Common Stock of common stock to Seller (Cobbs Allen Capital Holdings, LLC) and its direct owners who qualify as accredited investors for part of Aggregate Consideration for acquisition.
- Security
- common stock
- Shares
- 23,200,000 shares of the Company's Class A Common Stock
- Purchaser
- Seller (Cobbs Allen Capital Holdings, LLC) and its direct owners who qualify as accredited investors
- Consideration
- part of Aggregate Consideration for acquisition
Exact text from the filing
23,200,000 shares of the Company’s Class A Common Stock (the “Equity Consideration”), which shall be issued only to Seller or its direct owners (“Owners”) who qualify as accredited investors
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Material Agreements
SEC 8-K Item 1.01/1.02
confidence 0.9
Baldwin Insurance Group, Inc. entered into Transaction Agreement with Cobbs Allen Capital Holdings, LLC valued at $438.0 million (effective 2025-12-02).
- Action
- entry
- Agreement
- merger
- Counterparty
- Cobbs Allen Capital Holdings, LLC
- Value
- $438.0 million
- Effective
- 2025-12-02
Exact text from the filing
On December 2, 2025 (the “Signing Date”), The Baldwin Insurance Group, Inc., a Delaware corporation (the “Company”), Red Rock Merger Sub I, Inc., a Delaware corporation and wholly owned subsidiary of the Company (“Merger Sub I”), Red Rock Merger Sub II, LLC, a Delaware limited liability company and wholly owned subsidiary of the Company (“Merger Sub II”), Cobbs Allen Capital Holdings, LLC, a Delaware limited liability company (the “Seller”), CAH Holdings, Inc., a Delaware corporation (“CAH Holdings”) and Grantland Rice IV and Johnathan Daniel, solely in their capacity as the representatives for the members of the Seller (the “Seller Representatives”) entered into a Transaction Agreement (the “Transaction Agreement”) pursuant to which, subject to the terms and conditions of the Transaction Agreement, Seller has agreed to sell, and the Company has agreed to purchase, the business of Seller in exchange for the Aggregate Consideration (as defined below).
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