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BRP is now The Baldwin Group! Weve updated our name to reflect our unified group of talented teams across the country. 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, weve 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 two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue whats possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And thats what The Baldwin Group will continue to do for years to come: we protect the possible.
AAON, Inc. is a prominent manufacturer and designer of heating, ventilation, and air conditioning (HVAC) equipment, established in 1988 in Tulsa, Oklahoma. The company has expanded its capabilities through strategic acquisitions and growth initiatives, enhancing its product range and manufacturing processes. AAON offers a diverse selection of engineered HVAC solutions tailored for various industries. Their product lineup includes semi-custom and custom rooftop units, data center cooling solutions, cleanroom systems, air handling units, and geothermal heat pumps, among others. These products are designed to meet the specific needs of commercial and industrial buildings across sectors such as healthcare, education, hospitality, and manufacturing. Over the years, AAON has achieved significant milestones, including its initial public offering in 1991 and various acquisitions to bolster its technology and product offerings. The company continues to expand its facilities to accommodate growing demand, solidifying its position as a key player in the HVAC market.
West Coast Community Bank is a full-service community bank headquartered in Santa Cruz, California, serving Monterey, San Luis Obispo, Santa Clara, and Santa Cruz counties since 2004. The bank is dedicated to community involvement, actively supporting local well-being through participation and donations to regional nonprofit organizations. In 2024, it merged with 1st Capital Bancorp to enhance its capabilities and better serve the community, with plans to rebrand all branches as West Coast Community Bank by 2025. The bank offers a variety of financial services for both businesses and individuals. These include business loans, commercial real estate financing, asset-based lending, construction lending, and agricultural loans. It also provides SBA and USDA government guaranteed loans, credit cards, merchant services, and digital banking solutions. For personal banking, West Coast Community Bank offers competitive deposit solutions and consumer banking services. The bank is recognized as a leading SBA lender in Santa Cruz County and Silicon Valley, reflecting its strong support for local businesses.
We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
LEAD3R is not your typical executive search firm; we help you create a winning formula that unlocks potential at every level of your leadership team, through recruitment, coaching, and advisory services. We are your strategic partner in ensuring your organization flourishes at every level, driving long-term success through the ever-evolving business environment.