Proforma | Competitive Intelligence Profile
Proforma is a family-owned leader in print, promotional products, packaging, and eCommerce solutions, founded in 1978 and headquartered...
Proforma is a family-owned leader in print, promotional products, packaging, and eCommerce solutions, founded in 1978 and headquartered in Independence, Ohio. With over 45 years of expertise and $650+ million in revenue, it operates through a network of distributor owners across North America, providing integrated brand marketing services including commercial printing, promotional items, apparel, and digital solutions. The company emphasizes technology investments and franchise models to support its network's growth.
🛍️ Proforma Product and Pricing Intelligence →
📅 Proforma Event Participations →
⚖️ Proforma Regulatory Intelligence →
👔 Proforma Management and Leadership Team →
⚔️ Proforma Alternatives and Competitors →
💼 Proforma Hiring and Layoffs →
🤝 Proforma Partnerships, Clients and Vendors →
📈 Proforma Financial Performance, Fundraising, M&A →
🛍️ Proforma Product and Pricing Intelligence
Leverage product insights to define key product development milestones, guide go-to-market planning, build a robust product-market fit matrix, and perform in-depth SWOT analyses.
Harness pricing intelligence to support strategic pricing decisions, conduct competitive pricing analysis, and craft effective differential pricing strategies.
📅 Proforma Event Participations
Stay updated on where your competitors are showing up—industry conferences, webinars, podcasts, and speaking engagements—to gauge their messaging, target audiences, and strategic focus. Discover how they’re positioning themselves in the market, what narratives they’re pushing, and which partnerships they’re cultivating. Use this intelligence to refine your own positioning, identify missed opportunities, and stay top-of-mind in your industry.
⚖️ Proforma Regulatory Intelligence
Monitor critical regulatory events—such as issued or revoked licenses, lawsuits, investigations, and court rulings—to understand the compliance posture and legal exposure of your rivals. Spot early warning signs of operational risk, delays, or reputational damage, and use these insights to fine-tune your market strategy, mitigate your own risk, or capitalize on competitor setbacks.
👔 Proforma Management and Leadership Team
Understand who’s steering your competitors by tracking changes in their management and leadership teams. Gain insights into strategic direction, leadership style, and organizational priorities based on executive backgrounds and hiring trends. Use this knowledge to anticipate competitive moves, tailor your sales or partnership approach, and benchmark against industry leaders.
⚔️ Proforma Alternatives and Competitors
Identify the competitors of your competitors to uncover indirect threats, emerging disruptors, and untapped opportunities. Understand the broader competitive ecosystem, spot white space in the market, and gain strategic context that helps you position more effectively. These insights sharpen your market intelligence and reveal angles others often overlook.
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- Townsquare Media
💼 Proforma Hiring and Layoffs
Track key workforce changes—new hires, leadership shifts, and layoffs—to spot strategic organizational moves. Identify rising competitors, uncover shifts in company direction, and seize opportunities to attract top talent or engage new decision-makers. Use these insights to refine your recruitment strategy and build stronger business relationships.
- Proforma expanded its executive leadership team with Greg Armstrong as Chief Sales Officer, Jeff Myers as Chief Financial Officer, Brian Roney as Chief Revenue Officer, and Michael Roney as Chief Strategy Officer to support its acquisition agreement with Safeguard Business Systems®.
- Proforma expanded its executive leadership team, which helped secure an acquisition agreement with Safeguard.
🤝 Proforma Partnerships, Clients and Vendors
Monitor new partnerships, client wins, and vendor relationships to understand where your competitors are gaining traction. Spot emerging alliances, evaluate ecosystem shifts, and identify potential partners or prospects early. These insights help you refine your sales strategy, anticipate market movements, and stay one step ahead in a dynamic competitive landscape.
📈 Proforma Financial Performance, Fundraising, M&A
Track competitors’ financial performance, fundraising rounds, and M&A activity to assess their growth trajectory and strategic focus. Uncover signals of expansion, market entry, or consolidation, and benchmark your position accordingly. Use these insights to inform investor conversations, identify acquisition opportunities, and fine-tune your competitive strategy.
- Proforma agreed to acquire Safeguard from Deluxe Corp. in a $25 million deal that will raise its annual revenue by nearly $180 million and add nearly 150 Safeguard distributorships to its network, with the transaction to close in Q1 2026.
- Proforma made a record-breaking acquisition, as discussed in a PPAI webinar.
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