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The Baldwin Group acquires Obie for insurance innovation

PRIVATEJan 13, 20266 months ago

Acquiring Company

The Baldwin Group

Acquired Company

Obie

TampaChicagoEmployee BenefitsInsuranceOtherInsurance

Description

The Baldwin Group has completed the acquisition of Obie, a leading investment property insurance platform. This partnership enhances Baldwin's embedded insurance distribution capabilities and strengthens its offerings for real estate investors. Obie will benefit from Baldwin's scale and expertise, allowing for improved service and innovation across the insurance market.

Company Information

Company

The Baldwin Group

Location

Tampa, Florida, United States

About

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than three million clients across the country and worldwide.

Predictive Intelligence
Strategic

ML-powered predictions for The Baldwin Group's next move

Learn about Strategic plan

M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.