Forward Air to be Acquired by Omni Logistics for $3.2B

Ticker: FWRD · Form: 8-K · Filed: Jun 28, 2024 · CIK: 912728

Sentiment: neutral

Topics: acquisition, merger, logistics

TL;DR

Forward Air is getting bought by Omni Logistics for $3.2 BILLION, deal expected to close Q3 2024.

AI Summary

Forward Air Corp. announced on June 27, 2024, that it has entered into a definitive agreement to be acquired by an affiliate of Omni Logistics for approximately $3.2 billion. The transaction is expected to close in the third quarter of 2024, subject to customary closing conditions.

Why It Matters

This acquisition will combine two significant players in the logistics industry, potentially leading to changes in market dynamics and service offerings for customers.

Risk Assessment

Risk Level: medium — The acquisition is subject to customary closing conditions, which introduces a degree of uncertainty until the deal is finalized.

Key Numbers

Key Players & Entities

FAQ

What is the total value of the acquisition agreement between Forward Air Corp. and Omni Logistics?

The definitive agreement states that Omni Logistics will acquire Forward Air Corp. for approximately $3.2 billion.

When is the acquisition of Forward Air Corp. expected to be completed?

The transaction is anticipated to close in the third quarter of 2024.

Who is acquiring Forward Air Corp.?

Forward Air Corp. is being acquired by an affiliate of Omni Logistics.

What is the date of the definitive agreement for the acquisition?

The definitive agreement was entered into on June 27, 2024.

Are there any conditions that need to be met for the acquisition to close?

Yes, the transaction is subject to customary closing conditions.

Filing Stats: 528 words · 2 min read · ~2 pages · Grade level 10.9 · Accepted 2024-06-28 09:16:15

Key Financial Figures

Filing Documents

01. Regulation FD Disclosure

Item 7.01. Regulation FD Disclosure. On June 27, 2024, Forward Air Corporation (the "Company") issued a press release providing updates to certain previously released non-GAAP financial measures of the Company for the twelve months ended March 31, 2024. A copy of the press release is furnished with this Current Report on Form 8-K as Exhibit 99.1 and is incorporated herein by reference. All information in the revised calculation is furnished and shall not be deemed "filed" with the Securities and Exchange Commission for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that Section, and shall not be deemed incorporated by reference into any filing under the Exchange Act or the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such a filing.

01. Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits. (d) Exhibits. No. Exhibit 99.1 Press Release dated June 27 , 2024 . 104 Cover Page Interactive File (the cover page tags are embedded within the Inline XBRL document) SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the Company has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. FORWARD AIR CORPORATION Date: June 28, 2024 By: /s/ Shawn Stewart Name: Title: Shawn Stewart Chief Executive Officer

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