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

16 Sep 2019 • Ethical Boardroom

Remuneration trends across Europe

2007 Shareholder Rights Directive amendments will affect executive compensation practices in Europe for many years
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13 Sep 2019 • Activist Insight

On the slate

A look at the personnel moves from the third quarter 2019 so far    

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05 Sep 2019 • L'Agefi

Shareholders become full-fledged players in corporate governance

Institutional investors, more and more active these days, want to ensure that directors really do their job, says Morrow Sodali....
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09 Jul 2019 • Morrow Sodali

Di Costa Partners Bolsters Senior Leadership with Key Industry Hires

Di Costa Partners (DCP), a subsidiary of Morrow Sodali, today announced the addition of two senior hires....
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Latest Insights

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19 Sep 2019

LIGHTHOUSE - EMEA EDITION

Morrow Sodali released the latest LIGHTHOUSE publication - EMEA edition covering a European AGM season review....
13 Aug 2019

LIGHTHOUSE - US EDITION

Morrow Sodali released the latest LIGHTHOUSE publication - US edition - covering a 2019 proxy season review....