Morrow Sodali is a leading provider of strategic advice and shareholder services to corporate clients around the world.

The firm provides corporate boards and executives with strategic advice and services relating to corporate governance, shareholder and bondholder communication and engagement, capital markets intelligence, proxy solicitation, shareholder activism and mergers and acquisitions.

From headquarters in New York and London, and offices and partners in major capital markets, Morrow Sodali serves more than 700 corporate clients in 40 countries, including many of the world’s largest multinational corporations. In addition to listed and private companies, its clients include mutual funds, ETFs, stock exchanges and membership associations.

Our Services

Our expertise and global perspective help companies anticipate and respond to issues that are of concern to investors in their capacity as fiduciaries and long-term owners.

Strategic advice on corporate governance, board issues, compensation, sustainability and shareholder activism
Ownership profile and analysis of shareholder expectations
Comprehensive review and preparation for the annual meeting
Vote projections and updates on shareholder voting policies
Document review and recommendations
Outreach and engagement with key investors and proxy advisory firms
Presentations to the board and management on relevant trends in governance, sustainability, shareholder rights and activism
Annual (AGM) and Special (EGM) shareholder meetings
Consent Solicitations
Cross-Border and Depositary Receipt campaign
SPAC campaigns
Private and memberships organization campaigns
Strategic Stock Surveillance
Shareholder and bondholder ownership analysis and profile
Investor Profiling
Activist Watch
Contested M&A
Information Agent – Tender & Exchange Offers – Equity & Debt
SPACs – Advisory and Solicitation Services
Mergers, Acquisitions and Reorganizations, Domestic and Cross-border
Notice of Class Action Mailing
Shareholder Profile Analysis
Engagement with Proxy Advisors
Engagement with Institutional and Retail Shareholders
Message Content and Communications
Vote Solicitation and Tabulation
Governance Advisory and Strategic Stock Surveillance
IPO Services
Telephone solicitation campaigns
Retail shareholder outreach programs
Post-merger clean-up and asset reunification programs
Odd-lot buyback situations
Vote tabulation services
Inspector of Election services
Expert witness testimony services
Board evaluation
Self-evaluation methodology & tools
Development of Board Skills Matrix
ESG consultation
Coaching for proxy advisor and shareholder engagement
Corporate governance workshops & training
Analysis and preparation
Distribution of proxy material
The solicitation campaign
Telephone call centers
Tabulation
Reporting

Latest News

10 Oct 2019 • Harvard Business Review France

A quoi sert la « raison d’être » dans les entreprises ?

Les entreprises peuvent désormais intégrer dans leurs statuts « une raison d’être ». 
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08 Oct 2019 • La Repubblica

Activist investors expand globally, but not in Piazza Affari, due to bureaucracy and stagnation

2019 operations are stable compared to the past, but raids on Italian listed companies are only a couple.
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07 Oct 2019 • Morrow Sodali

Di Costa Partners Welcomes Nicholas Nichols as Managing Director

Di Costa Partners, a strategic advisory and proxy solicitation company focused exclusively on registered funds

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07 Oct 2019 • Activist Insight

The weekly wrap

Wilcox spoke to Struta, Activist Insight, at the conference on shareholder activism and ESG
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Latest Insights

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Company Purpose: what should shareholders think about it?

A revolution seems underway. The bedrock of capitalism, shareholder value maximisation, is questioned by scholars, politicians
and even business men....