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

05 Nov 2019 • Morrow Sodali

Industry Veteran Harry van Dyke Joins the Morrow Sodali Advisory Team

Harry van Dyke joins Morrow Sodali as Senior Advisor.  ...
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04 Nov 2019 • Morrow Sodali

Morrow Sodali and SWIPRA Services enter collaboration for corporate governance and engagement services in Switzerland

Morrow Sodali announced the formation of a partnership with SWIPRA Services AG....
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04 Nov 2019 • Listed @ ASX

Getting ready to enter an index

Entry into an ASX index  is a milestone in a listed company’s life, bringing additional investor interest and scrutiny.

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30 Oct 2019 • Australian Financial Review

Morrow Sodali kicks off Cromwell Property pitch

Cromwell Property Group steps up its battle...

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Latest Insights

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21 Nov 2019

ISS Policy Updates 2020

In its latest Proxy Update, Morrow Sodali reviews ISS policy updates 2020 which will go into effect for meetings on or after February 1, 2020....
11 Nov 2019

Glass Lewis 2020 Policy Update

Glass Lewis recently issued its policy update for the upcoming 2020 proxy season....