Charles Schwab Corporation (the) · NYSE:SCHW

Charles Schwab Corporation (the) — Merger or Acquisition (November 2025)

13 slides from Charles Schwab Corporation (the)'s merger presentation, Nov 6, 2025

  1. Slide 1: Announcing Schwab's Acquisition of Forge Global

    Announcing Schwab’s Acquisition of Forge Global Further Democratizing Public & Private Markets for Investors November 6, 2025

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, specifically relating to timing, completion and funding of the acquisition; investor interest in

  3. Slide 3: Schwab Management Attendees

    Schwab Management Attendees Rick Wurster Mike Verdeschi President and CEO Managing Director, CFO Charles Schwab Corporation 3

  4. Slide 4: Acquisition creates a best-in-class experience for individual investors and RIAs across public and private markets

    Acquisition creates a best-in-class experience for individual investors and RIAs across public and private markets. #1 in Total Client Assets for Publicly Reported Peers $17B+ Private Market Transaction Volume2 #1 in RIA Custodial Assets 625+ Private Companies Traded Via Platform2 #1 in Retail Tradi

  5. Slide 5: Forge is a pioneer in democratizing access to private company markets

    Forge is a pioneer in democratizing access to private company markets while prioritizing an issuer-friendly model.  Founded in 2014, Forge operates a technology-enabled marketplace for trading shares in pre-IPO companies  Platform is a leading private secondary marketplace with high volume trading

  6. Slide 6: Private markets momentum is driven by industry trends and increasing investor interest

    Private markets momentum is driven by industry trends and increasing investor interest beyond publicly-traded securities. Over the past 20+ years, industry Investor allocations to alternative …with private market transactions trends have supported value asset classes is expected to grow positioned t

  7. Slide 7: Incorporating Forge's private market capabilities builds upon Schwab's legacy of client-focused innovation

    Incorporating Forge’s private market capabilities builds upon Schwab’s legacy of client-focused innovation,… $0 Equity & ETF Launch Retail Commissions Alternatives Platform Schwab Bank 2019 2025 Introduces Schwab 2003 24/7 client Schwab Intelligent Trading Powered Announces services Portfolios® by A

  8. Slide 8: Enhancing ability to meet the evolving needs of investors across growing client base

    …while further enhancing our ability to meet the evolving needs of investors across our growing client base. Private Asset Custody Data + Private Company Education + Marketplace Management Services Technology Solutions Awareness Retail1, 2 Advisor Services1 Workplace3 Client Profile Mix (%) Client P

  9. Slide 9: Initial roll-out focuses on UHNW investors, expanding to all qualified clients over time

    While the initial roll-out will focus on UHNW investors, we expect to expand private market capabilities to all qualified Schwab Retail, RIA, and Stock Plan Services clients over time. Immediate Near-term Medium-term  Roll-out to select UHNW  Expand access to $1M+  Broaden retail access to all in

  10. Slide 10: Transaction Summary

    Transaction Summary Price and Consideration Synergy Opportunities  Acquire all outstanding common  Revenue synergies via increased stock for $45 per share client engagement in private markets, including asset management  Implied equity value of $660 million  Longer-term stock plan opportunity 

  11. Slide 11: Acquisition creates a best-in-class experience for individual investors and RIAs across public and private markets

    Acquisition creates a best-in-class experience for individual investors and RIAs across public and private markets.  Enhances competitive positioning  Supports long-term organic growth  Evolves our offer to retail and RIA clients  Strengthens our Workplace Services solution set  Diversifies our

  12. Slide 12: Q&A

    Q&A  Enhances competitive positioning  Supports long-term organic growth  Evolves our offer to retail and RIA clients  Strengthens our Workplace Services solution set  Diversifies our revenue mix through-the-cycle Note: RIA = Registered investment advisor. Charles Schwab Corporation 12

  13. Slide 13: Announcing Schwab's Acquisition of Forge Global

    Announcing Schwab’s Acquisition of Forge Global Further Democratizing Public & Private Markets for Investors November 6, 2025

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