BBIS: Baldwin Insurance : Burnham Benefits and Burnham WGB Rebrands as The Baldwin Group

Burnham Benefits and Burnham WGB, Baldwin Risk Partners, Unify with Parent Firm's Brand to Reflect Continued Growth and Expanded Capabilities ORANGE COUNTY, CA - Feb. 19, 2025 - Burnham Benefits and Burnham WGB, Baldwin Risk Partners, announced today that they will rebrand to The Baldwin Group. "Since becoming Baldwin Risk Partners in 2020 and 2021 respectively, Burnham Benefits and Burnham WBG have been able to enhance our existing client relationships, attract new clients, and extend our impact beyond the West Coast by leveraging innovative solutions and capabilities from recognized risk management and insurance experts that comprise The Baldwin Group," said John Pollock, Burnham Region President. Pollock continued, "As a full-service Employee Benefits, Business Insurance, Private Risk, and Wealth Management firm, our clients have been front and center in how we do business as we relentlessly seek the best, bespoke solutions for them so they can pursue what's possible for themselves, their families, and their businesses. Even as we transition to a new brand name, our focus on clients and servicing them with the industry's best advisor and client teams remains steadfast. Concurrently, our specialty practices, including Performance Bonding, will adopt The Baldwin brand." Now, as The Baldwin Group, we will continue to provide tailored solutions, deep expertise, and excellent service while leveraging the full suite of risk management, insurance, employee benefits, and wealth management resources from our network of nearly 40 regional brands across the country that are also transitioning to The Baldwin Group. As part of the rebranding efforts, Burnham Benefits, Burnham WGB, and Performance Bonding will each migrate its insights, resources, and client portals to the firm's new website: www.baldwin.com . ABOUT BURNHAM BENEFITS, A BALDWIN RISK PARTNER Burnham, a BRP Group, Inc. partner, consults with clients in employee benefits, property and casualty, and retirement and wealth management solutions. Burnham is a national full-service strategic consulting and brokerage firm based in Irvine, California. The company easily adapts to today's rapidly changing business climate, investing in cutting-edge technology, tools, and resources, and creates customized programs to fit clients' best interests. A cadre of highly skilled industry professionals and strategic partnerships provide unmatched personal service. Burnham is a Certified B Corporation (B Corp), holds national recognition as one of the Best Places to Work in Insurance by Business Insurance magazine for the ninth year and counting, and over the last decade consistently ranks as one of the Best Places to Work by the Orange County Business Journal, North Bay Business Journal , and Los Angeles Business Journal . For more information, visit BurnhamBenefits.com . ABOUT BURNHAM WGB, A BALDWIN RISK PARTNER: Burnham WGB, a BRP Group, Inc. partner, is a leading provider of business and private insurance solutions throughout California and the Western U.S. Burnham WGB's team of dedicated consultants are uniquely equipped to solve challenges in the areas of commercial risk, private client services, and surety. Specialty practices include Construction, Transportation, and Manufacturing. For more than 35 years, the innovative solutions and bottom-line results we've secured for our clients has earned us an unparalleled reputation for partner loyalty and longevity. For more information, visit www.burnhamwgb.com . ABOUT THE BALDWIN GROUP The Baldwin Group, the "go-to-market" brand name for The Baldwin Insurance Group, Inc. (NASDAQ: BWIN) and its affiliates (collectively, "Baldwin"), is an independent insurance distribution firm providing indispensable expertise and insights that strive to give our Clients the confidence to pursue their purpose, passion, and dreams. As a team of dedicated entrepreneurs and insurance professionals, we have come together to help protect the possible for our Clients. We do this by delivering bespoke Client solutions, services, and innovation through our comprehensive and tailored approach to risk management, insurance, and employee benefits. We support our Clients, Colleagues, Insurance Company Partners, and communities through the deployment of vanguard resources and capital to drive our organic and inorganic growth. The Baldwin Group proudly represents more than two million Clients across the United States and internationally. For more information, please visit www.baldwin.com . NOTE REGARDING FORWARD-LOOKING STATEMENTS This press release may contain various "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, which represent The Baldwin Group's expectations or beliefs concerning future events. Forward-looking statements are statements other than historical facts and may include statements that address The Baldwin Group's future operating, financial, or business performance or The Baldwin Group's strategies or expectations. In some cases, you can identify these statements by forward-looking words such as "may," "might," "will," "should," "expects," "plans," "anticipates," "believes," "estimates," "predicts," "projects," "potential," "outlook," or "continue," or the negative of these terms or other comparable terminology. Forward-looking statements are based on management's current expectations and beliefs and involve significant risks and uncertainties that could cause actual results, developments, and business decisions to differ materially from those contemplated by these statements. Factors that could cause actual results or performance to differ from the expectations expressed or implied in such forward-looking statements include, but are not limited to, those described under the caption "Risk Factors" in The Baldwin Group's Annual Report on Form 10-K for the year ended December 31, 2023 and in The Baldwin Group's other filings with the U.S. Securities and Exchange Commission (the "SEC"), which are available free of charge on the SEC's website at www.sec.gov, including those risks and other factors relevant to The Baldwin Group's business, financial condition, and results of operations. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those indicated. All forward-looking statements and all subsequent written and oral forward-looking statements attributable to The Baldwin Group or to persons acting on The Baldwin Group's behalf are expressly qualified in their entirety by reference to these risks and uncertainties. You should not place undue reliance on forward-looking statements. Forward-looking statements speak only as of the date they are made, and The Baldwin Group does not undertake any obligation to update them in light of new information, future developments or otherwise, except as may be required under applicable law. CONTACTS ENTERPRISE MEDIA RELATIONS Anna Rozenich, Senior Director, Enterprise Communications The Baldwin Group 630.561.5907 | Anna.rozenich@baldwin.com INVESTOR RELATIONS Bonnie Bishop, Executive Director, Investor Relations The Baldwin Group 813.259.8032 | IR@baldwin.com Attachments Original document Permalink Disclaimer The Baldwin Insurance Group Inc. published this content on February 19, 2025 , and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on February 19, 2025 at 17:16:27.402 . ORANGE COUNTY, CA - Feb. 19, 2025 - Burnham Benefits and Burnham WGB, Baldwin Risk Partners, announced today that they will rebrand to The Baldwin Group. "Since becoming Baldwin Risk Partners in 2020 and 2021 respectively, Burnham Benefits and Burnham WBG have been able to enhance our existing client relationships, attract new clients, and extend our impact beyond the West Coast by leveraging innovative solutions and capabilities from recognized risk management and insurance experts that comprise The Baldwin Group," said John Pollock, Burnham Region President. Pollock continued, "As a full-service Employee Benefits, Business Insurance, Private Risk, and Wealth Management firm, our clients have been front and center in how we do business as we relentlessly seek the best, bespoke solutions for them so they can pursue what's possible for themselves, their families, and their businesses. Even as we transition to a new brand name, our focus on clients and servicing them with the industry's best advisor and client teams remains steadfast. Concurrently, our specialty practices, including Performance Bonding, will adopt The Baldwin brand." Now, as The Baldwin Group, we will continue to provide tailored solutions, deep expertise, and excellent service while leveraging the full suite of risk management, insurance, employee benefits, and wealth management resources from our network of nearly 40 regional brands across the country that are also transitioning to The Baldwin Group. As part of the rebranding efforts, Burnham Benefits, Burnham WGB, and Performance Bonding will each migrate its insights, resources, and client portals to the firm's new website: www.baldwin.com . Burnham, a BRP Group, Inc. partner, consults with clients in employee benefits, property and casualty, and retirement and wealth management solutions. Burnham is a national full-service strategic consulting and brokerage firm based in Irvine, California. The company easily adapts to today's rapidly changing business climate, investing in cutting-edge technology, tools, and resources, and creates customized programs to fit clients' best interests. A cadre of highly skilled industry professionals and strategic partnerships provide unmatched personal service. Burnham is a Certified B Corporation (B Corp), holds national recognition as one of the Best Places to Work in Insurance by Business Insurance magazine for the ninth year and counting, and over the last decade consi