Dell Family Office and Sequence Holdings have entered into a definitive agreement with The Baldwin Group, an independent insurance distribution firm, to acquire a majority interest in the company in an all-cash transaction valued at approximately $7.7 billion in which Baldwin will become a privately held company.
Dell Family Office is the family investment office of Dell Technologies Founder, Chairman, and CEO Michael Dell. Sequence is a permanent holding company that acquires established enterprises in the service economy.
The S&C team advising Dell Family Office is led by Andrew Gerlach and Lauren Boehmke, and includes Gabrielle Pacia, George Shen and Ellis Lee. David Spitzer, Tessa Lee, Bella Schapiro and Stephen Profeta are advising on tax matters. Yev Markov is advising on U.S. insurance regulatory matters. Courtland Morrice and Theodore Batis are advising on financing matters. Jeannette Bander is advising on executive compensation matters. Barney Reynolds, Azad Ali and Edward Jones are advising on ex-U.S. financial regulatory matters. Carla Hine is advising on HSR and U.S. antitrust matters. Michael Rosenthal, Kolja Ortmann and Giovanna Intrieri are advising on ex-U.S. antitrust matters. Tracey Russell is advising on FINRA matters.