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The Baldwin Group’s International Center of Excellence Announces New Relationship with Bridgely

The Baldwin Group
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Updated: July 18, 2024
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TAMPA, Fla. – July 18, 2024 – The Baldwin Group’s International Center of Excellence (“COE”) has announced a new relationship with Bridgely, a leading global benefits and pension management company.

The International COE, in collaboration with Bridgely, strives to provide The Baldwin Group clients with comprehensive, end-to-end global benefits services worldwide.

“Our new relationship with Bridgely enables us to extend support to clients on global benefits strategies, from beginning to end. The wide range of support includes local policy placement, benchmarking and administration related to global benefits management,” said Mike Kelly, Senior Partner and leader of the International COE at The Baldwin Group.

In addition to access to local benefits services, The Baldwin Group clients also gain guidance and expertise from Bridgely industry experts and Co-Founders, Andrew Carr and Nachiket (Nachi) Bhatia. Their role as The Baldwin Group’s liaisons will focus on assisting colleagues with mitigating risk for their clients, specializing in Employee Benefits and Commercial Risk.

“The global talent landscape is evolving rapidly, but many businesses struggle to keep pace with international benefits management,” said Andrew Carr, Co-Founder of Bridgely. “Through our collaboration with The Baldwin Group, we’re leveling the playing field. Our tailored, cost-effective solutions enable businesses of all sizes to offer competitive global benefits, helping them attract and retain top talent across borders without overburdening their HR teams.”

This collaboration represents a significant step towards providing clients with the guidance and resources required to manage employee benefits efficiently. With their innovative solutions and industry expertise, The Baldwin Group colleagues can now utilize Bridgely’s services to provide world-class benefits management solutions for clients around the world.

ABOUT THE BALDWIN GROUP

The Baldwin Group, the go-to-market brand name for The Baldwin Insurance Group, Inc. (NASDAQ: BWIN) and its affiliates (“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/.

ABOUT BRIDGELY

Bridgely is a leading global benefits management company specializing in providing streamlined solutions for small and medium-sized businesses. Our goal is to remove the hassle of benefits management from start to finish, prioritizing simplicity and affordability so that companies can focus on hiring the best talent. Bridgely’s comprehensive suite of services offers support for all aspects of benefits management to ensure compliance and effectiveness. Together, Bridgely and The Baldwin Group will remain steadfast in delivering exceptional solutions for global Clients.

THE BALDWIN GROUP 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

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