The Charles Schwab Corporation /
Forge Global Holdings, Inc.
Schwab completes purchase of Forge Global
Source for the buyer and target: Forge Global Holdings, Inc.
For the buyer and target.
“Agreement and Plan of Merger, dated November 5, 2025, by and among Forge Global Holdings, Inc., The Charles Schwab Corporation and Ember-Falcon Merger Sub, Inc. (filed as Exhibit 2.1 to Forge Current Report on Form 8-K, filed on November 6, 2025 and incorporated herein by reference).”
Published 2 Mar 2026
Open the sourceWhat happened
The Charles Schwab Corporation has finished its deal to take over Forge Global Holdings, Inc. through a merger, making Forge a wholly owned subsidiary. Under the merger agreement signed Nov. 5, 2025, each outstanding share not held by Schwab or its affiliates was converted into a cash payment of $45.00. [01]
Forge's directors left the board at the effective time, and Richard Wurster became president and chief executive of the surviving company. Its certificate of incorporation and bylaws were also amended and restated. [01]
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Schwab completes purchase of Forge Global
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Agreement signed
“Under the merger agreement signed Nov. 5, 2025, each outstanding share not held by Schwab or its affiliates was converted into a cash payment of $45.00”
Open the source
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