Forward+

Annual General Meetings are more than formalities for private equity firms; they’re crucial for strategic reviews, engaging stakeholders, and making key decisions. Starting early is key—it gives you ample time to address investor concerns, ensure compliance, and craft a focused agenda that leads to productive outcomes. 📅 Book a free 30-minute consultation to learn how we can elevate your next Spring AGM: https://lnkd.in/gDbQYYgH #AGM #AnnualGeneralMeetings #PrivateEquity #VideoProduction

As we approach 2025, the M&A landscape is poised for significant activity, driven by record levels of private equity dry powder. To capitalize on this momentum, integrating video into your go-to-market strategy can be a game-changer. At Forward+, we specialize in creating video content that not only tells your story but also sets you apart in the dynamic M&A market. 🎥 Thinking about giving your M&A strategy a visual edge? Let’s chat! https://lnkd.in/gDbQYYgH #MandA #VideoStrategy #VideoProduction #ForwardPlus #DealTeams

Just returned from the ACG Charlotte Deal Crawl! Last week’s panel discussion on innovation in M&A was filled with expert insights. Key discussions focused on the essential role of preparation, the impact of brand equity, nurturing corporate culture, and harnessing technology to enhance deal value. Thanks to all the panelists for their profound insights and to the organizers for putting together such an impactful event. Swipe through to see our top 5 takeaways! ⬇️ #ACGDealCrawl #MergersAndAcquisitions #VideoForM&A #CorporateCommunication

Looking to make your next Annual General Meeting (AGM) one to remember? A successful AGM communicates key business insights and engages your stakeholders. Here are some creative ways to take your AGM to the next level. ⬇️ Ready to transform your AGM experience? 📅 Book a free 30-minute consultation to learn how we can elevate your next Spring AGM: https://lnkd.in/gDbQYYgH #AGM #EventPlanning #CorporateEvents #ForwardPlus #BusinessMeeting

Wow! What an amazing time at the ACG Charlotte Deal Crawl. Yesterday was packed with so many insightful conversations with professionals across the investment management universe. I had a blast learning about the unique needs of various roles and helping to educate and showcase the benefits video can bring. One of my favorite parts of the day was the panel discussion on #Innovation in M&A and #Strategies for Partnership Across the Deal Ecosystem. Key takeaways from this fantastic session: 1️⃣ Positioning and preparing the company for sale is critical — Defining the future vision of the business, identifying key value drivers, and providing a roadmap to buyers are essential. 2️⃣ #BrandEquity and messaging are critical differentiators — Conducting stakeholder interviews, messaging audits, and competitive analysis to optimize the brand position and messaging can enhance the company’s appeal to buyers. 3️⃣ Innovation in M&A has been limited to date, but technology can help — While the industry has seen limited innovation, tools like virtual data rooms, #videoproduction (!!), and AI have streamlined processes and enhanced storytelling. 4️⃣ Upfront preparation and diligence are crucial — Conducting legal audits, compliance checks, and managing expectations can help avoid issues during the sale process and maximize value. 5️⃣ Corporate culture is a critical, yet often underestimated, value driver — #Culture is the biggest value driver for businesses, yet also the hardest attribute to build and the most challenging for acquirers to integrate. Companies should focus on making their unique culture and DNA come alive in their processes and messaging. This can be a significant differentiator that buyers are willing to pay a premium to acquire. Thank you to the bright and forward-thinking minds that led this discussion! Andy Wright (BlackArch Partners), Ed Bagdasarian (Intrepid Investment Bankers), Ashton Belk (Huebner Integrated Marketing), Trae Fletcher (Crete United), Mark T. Miller (Forvis Mazars US), and Brett Hubler (Troutman Pepper). Charlotte, you are a wonderful city. I can’t wait for the next visit. One final shoutout to Betsy Bryan Mandl for organizing such a fantastic and impactful conference! Final takeaway: By popular demand, at the next conference, we’ll be doing a Bose headphones raffle and giveaway—not just using them to showcase our demo reel 😂 Thanks to everyone who stopped by our booth to share your goals, needs, and ideas. Can’t wait for the next one!

Forward+ proudly sponsors the ACG Charlotte Deal Crawl on November 20-21. We're bringing our expertise in video for M&A to the event, ready to connect with industry leaders and showcase how video can transform deal communications. If you're attending, stop by our booth to see for yourself! We'll be available for one-on-one meetings throughout the event, ready to connect and discuss how video can elevate your M&A strategy. #ACGDealCrawl #MergersAndAcquisitions #VideoForM&A #CorporateCommunication

Spring is on the horizon, and so is your Annual General Meeting (AGM). Now is the ideal time for private equity firms to start strategizing for these consequential events. From compelling presentations to engaging videos, early planning is key for taking your event to the next level. 📞 Book a free 30-minute consultation call with us to learn how Forward+ can elevate your AGM experience. Let’s make your next AGM one for the books. https://lnkd.in/gDbQYYgH #AGM #PrivateEquity #StrategicCommunication #ForwardPlus

With the global IPO market’s resilience amid ongoing economic fluctuations and market volatility, it’s clear that strategic storytelling and clear communication are key to successful public offerings, building investor confidence and achieving market success. More IPO market trends and insights from EY: https://lnkd.in/g6wDZj_t #PrivateEquity #IPO #MarketTrends #IndustryNews 

After a challenging period, the M&A landscape in 2024 shows signs of a positive shift. Despite a slow start in Q1, with deal announcements down nearly 8% year-over-year, there’s renewed optimism in the second half of the year. A series of megadeals have boosted the total deal volume to $549B, signaling a potential turnaround. As the market shows signs of revival, there’s no better time to leverage creative storytelling to enhance these transactions. Here’s how video production can help sell – and even increase – the value of your deal.🎥👆 See more insights from Seeking Alpha: https://lnkd.in/gmizmyUJ #MandA #FinanceTrends #IndustryNews #MarketTrends #DealMaking 

At Forward+, we know the key to securing investments lies in the numbers and how they are presented. Want to ensure your investment communications make an impact? Here are key strategies to consider to help you stand out in a crowded market. 🚀 #InvestmentStrategy #PrivateEquity #InvestmentBanking #FinancialPlanning