The Baldwin Group Announces Future Leadership Transition in its Underwriting, Capacity, and Technology Solutions Segment

Leadership Transition - The Baldwin Group announced a leadership transition within its Underwriting, Capacity, & Technology Solutions (UCTS) operating group, effective January 1, 2027, with Amy Carlisle becoming CEO of UCTS and Jim Roche transitioning to Executive Chairman [1] - This transition is part of a multi-year succession plan aimed at ensuring continuity and supporting the long-term strength and performance of the UCTS business [1] Amy Carlisle's Role - As CEO of UCTS, Ms. Carlisle will oversee the segment's MGA and wholesale businesses, capacity operations, and finance and accounting functions, reporting to CEO Trevor Baldwin [2] - Under her leadership, the MGA platform, MSI, has doubled in size over the past four years, showcasing her ability to drive disciplined growth and expand the product portfolio [2] Jim Roche's Continued Involvement - Jim Roche will remain available to advise the company on the future direction of the UCTS business and will support several firm priorities, including the technology roadmap and the adoption of AI [4] - His transition to Executive Chairman is designed to ensure continuity in strategic areas that contribute to UCTS's strong performance [4][5] Company Overview - The Baldwin Group is an independent insurance brokerage and advisory firm that provides tailored insurance solutions to a wide range of clients, representing over three million clients across the United States and internationally [6]