We advised the borrower on the refinancing and amendment

Davis Polk advised The Baldwin Insurance Group Holdings, LLC (The Baldwin Group) as borrower in connection with an $835.8 million repricing of its existing term loan facility and a $100 million incremental term loan facility. The Baldwin Group will use the proceeds from the incremental term loan facility to settle its contingent earnout liabilities as they become due and for other general corporate purposes.

The Baldwin Group is an independent insurance distribution firm providing indispensable expertise and delivering bespoke client solutions, services and innovation through its comprehensive and tailored approach to risk management, insurance and employee benefits.

The Davis Polk finance team included partner Meyer C. Dworkin and associates Theodore N. Batis and Meredith (Sijia) Liu. The capital markets team included partner Pedro J. Bermeo and counsel Joze Vranicar. Counsel Matthew R. Silver provided ’40 Act advice. All members of the Davis Polk team are based in the New York office.

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