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Campaigns / Ancora → Forward Air Corporation
Ancora vs. Forward Air Corporation

Forward Air Corporation · FWRD

1 deck published between 2021-02-16 and 2021-02-16 — 11 pages, 11 analysed slides total.

proxy fight

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2021-02-16 proxy fight

    2021 02 ex1dfan14a06470026_02162021

    11pp · letter

    Forward Air's acquisition-led growth strategy has decimated its core LTL margins; Ancora's nominees will restore operating discipline and unlock ~50% upside to $130-$135/share.