BWIN News & Events

Reports Q1 revenue $532.2M, consensus $523.8M. "Our first quarter results demonstrate the durability and accelerating earnings power of our differentiated platform," said Trevor Baldwin, Chief Executive Officer of The Baldwin Group. "Total revenue grew 29% to $532.2 million and adjusted EBITDA grew 21% to $137.2 million, reflecting strong early contributions from our January partnerships-led by CAC Group-alongside continued execution across our core operating groups. CAC Group integration is meaningfully ahead of plan, with approximately 80% of targeted three-year expense synergies already actioned and revenue cross-sell wins materializing at scale more quickly than anticipated. Normalized organic growth of approximately 9%(5) inclusive of new partnerships underscores the trajectory of the business. We remain firmly on track to deliver accelerating organic growth through the year, exiting 2026 on a double-digit organic growth run rate and to continue advancing our $3B/30 Catalyst transformation program."

The Baldwin Group announced an expanded enterprise relationship with Anthropic to deploy its advanced AI assistant, Claude, across the firm. This is a significant acceleration of the company's AI-driven transformation and a strengthening of its commitment to delivering differentiated client and colleague experiences at scale. Baldwin will integrate Claude across its segments and functional business groups, equipping advisors, client experience, and operational leaders with a secure, enterprise-grade AI platform designed to enhance productivity, accelerate decision-making, and support complex, end-to-end workflows. Baldwin will look to Claude to augment the deep expertise of the firm's professionals, who bring an exceptional level of insight, tailored client service, and impactful risk management solutions to clients and the broader industry every day. During the firm-wide rollout, initial use cases will focus on enabling frontline advisors and client teams to more efficiently analyze risk, synthesize client information, and support tailored insurance solutions, while also empowering business leaders to optimize operational processes through AI-driven insights and automation. Over time, Claude's capabilities will extend to more advanced, agentic workflows that support end-to-end process execution across Baldwin's platform.