The Baldwin Group
The Baldwin Group is an award-winning, entrepreneur-led advisory firm specializing in insurance, risk mitigation, employee benefits, and wealth management solutions. Renowned for its tailored insurance and risk management solutions, the company caters to individuals, families, and businesses, empowering clients with peace of mind. The firm is committed to simplifying complexity and aims to protect what's possible through comprehensive protection strategies. Regularly publishing market insights, such as the 2025 State of the Market Reports, The Baldwin Group delineates insurance trends and strategic solutions.
Leadership and Governance
Leadership Team
- Trevor Baldwin, Chief Executive Officer and Founding Partner. Since joining in 2009, he has been pivotal in providing leadership and strategic vision, fostering an expert team specializing in diverse insurance domains.
- Seth Cohen, General Counsel & Corporate Secretary. He leads the firm's legal, compliance, and regulatory functions and has been with The Baldwin Group since February 2020.
- Dan Galbraith, President and CEO of Retail Brokerage Operations. Overseeing strategic operations, he leverages extensive experience in sales and operational success.
- Brad Hale, Chief Financial Officer. Appointed in April 2021, he plays a crucial role in financial management and strategic planning.
Board of Directors
- Lowry Baldwin, Chairman and Founding Partner, provides visionary guidance and leadership for the firm's strategic objectives.
- Joseph J. Kadow, Barbara Matas, and Chris Sullivan are notable board members contributing diverse expertise to governance.
Financial Overview
In the fourth quarter of 2024, The Baldwin Group achieved a 16% rise in total revenue and a 19% increase in organic revenue growth. For the full year, total revenue grew by 14%, reflecting strong operational performance and adaptability in the market. This financial strength supports their strategic initiatives to expand and enhance their service portfolio.
Core Services
- Business Insurance: Offering strategies tailored to address specific risks and industry challenges for businesses.
- Employee Benefits: Providing strategic solutions for employee engagement and retention, while managing costs effectively.
- Personal Insurance: Offering comprehensive protection tailored to various life stages.
- Private Risk: Developing tailored insurance strategies focused on holistic financial planning to meet personal and professional goals.
Strategic Vision
The Baldwin Group's mission is to offer indispensable expertise and insights, enabling clients to pursue their ambitions confidently. This vision is supported by a dedicated team of industry specialists who ensure that services remain relevant and effective in a dynamic market environment.
For more information about The Baldwin Group and their offerings, connect through their official website or social media channels.
Competitors Overview
The Baldwin Group operates in a competitive landscape with several notable competitors:
1. Keystone Agency Partners: A rapidly expanding insurance brokerage platform, collaborating with independent insurance agencies across the U.S. Keystone focuses on capital investment and services that promote growth while preserving partner agency legacy. As of 2025, it had made 85 acquisitions with a revenue acquisition of $260 million. Keystone provides resources including Finance, HR, and Sales integration.
2. Cobbs Allen: Based in Birmingham, Alabama, Cobbs Allen is recognized as a leader in the insurance risk management space. It offers commercial insurance, surety services, and employee benefits. The company employs about 501 individuals globally, with a notable emphasis on comprehensive risk management and market-leading services.
3. American International Group (AIG): AIG is a global insurance entity serving corporate and individual clients in approximately 190 countries, boasting total assets of $539 billion and general insurance net premiums written at $26.7 billion. AIG emphasizes turning risk into progress for its clients and has a strong focus on sustainability and governance.
4. EYP Architecture & Engineering: Specializing in architecture and engineering, EYP also offers high-performance engineering and modernization consulting services. With a legacy starting in 1898 and headquartered in Albany, NY, it serves a wide range of clients including academic and governmental sectors.
5. The Arc of the United States: A non-profit organization dedicated to advocating for individuals with intellectual and developmental disabilities. It emphasizes rights protection and community-based support services and boasts a wide national presence.
Keystone Agency Partners Detailed Analysis
Keystone Agency Partners stands out as a direct competitor through its strategic partnerships that enhance financial security and resource extension to associated agencies. Launched in Q1 2020, Keystone successfully integrated agencies across 19 states, maintaining local presence with national broker services. The partnership model is designed to retain brand equity while delivering proprietary resources and growth strategy, positioning Keystone as a formidable competitor in the insurance brokerage market.
The Baldwin Group must navigate this competitive environment and contend with strong players like Keystone Agency Partners and AIG, which provide extensive resources and strategic capabilities. Competitors such as The Arc and EYP offer specialized services attracting niche markets, reinforcing the need for The Baldwin Group to continuously develop strategies to strengthen its market position.
