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Tanner, Ballew & Maloof / TBM Press Release

JUNE 26, 2024

Tanner, Ballew, and Maloof, Inc. (TBM) Rebrands as The Baldwin Group


Atlanta, GA – June 26, 2024 – Tanner, Ballew, and Maloof (“TBM”), a Baldwin Risk Partner, a leading provider of risk management services and insurance brokerage for middle market companies, announced today that it will rebrand to The Baldwin Group.

“Since becoming a Baldwin Risk Partner in 2020, TBM has been able to enhance our existing client relationships, attract new clients and extend our impact nationally by leveraging innovative solutions and capabilities from recognized risk management and insurance experts that comprise The Baldwin Group,” said Stephen M. Maloof, Founding Partner at TBM and Managing Partner, Commercial Risk at The Baldwin Group.

Maloof emphasized, “Since our founding in 1993, our clients have been front and center in how we do business locally and across the country as we relentlessly seek the best, bespoke outcomes for them so they can pursue what’s possible for themselves, their families and 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.”

Now as The Baldwin Group, TBM will continue to provide innovative solutions, deep expertise and excellent service to clients while leveraging the full suite of risk management, insurance, employee benefits, and wealth management services from the network of nearly 40 regional brands across the country which will also be transitioning to The Baldwin Group in the coming year.

As part of the rebranding efforts, TBM will migrate its insights, resources and client portals to the firm’s new website www.baldwin.com.

ABOUT TANNER, BALLEW AND MALOOF, A BALDWIN RISK PARTNER

Baldwin Krystyn Sherman Partners, LLC (renamed The Baldwin Group Southeast, LLC as of June 26, 2024), d/b/a Tanner, Ballew and Maloof (“TBM”) has been a leader in commercial insurance and risk management for more than 30 years. Since its founding in 1993, TBM has built a reputation as one of the top independent Commercial Insurance agencies in the Southeast and over the years has expanded to serve clients nationally. TBM’s client focus has been defined by securing the best outcomes for clients.

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 https://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 Baldwin’s expectations or beliefs concerning future events. Forward-looking statements are statements other than historical facts and may include statements that address Baldwin’s future operating, financial or business performance or Baldwin’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 Baldwin’s Annual Report on Form 10-K for the year ended December 31, 2023 and in Baldwin’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 Baldwin’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 Baldwin or to persons acting on Baldwin’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 Baldwin 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