Morrow Sodali
Strategic Advice and Shareholder Services

M&A and Activism Rankings - Leadership across Publications

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 1,000 corporate clients in 80+ countries, including many of the world’s largest multinational corporations. In addition to listed and private companies, its clients include financial institutions, 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.

Board and Organizational Governance
Strategic advice on corporate governance from shareholder and proxy perspective
Public Policy and Regulation
ESG & Sustainability disclosure review
Investor profiling and Voting trends
ESG Investor engagement
ESG Training & Coaching for Boards and Executives
Board Sustainability readiness
Governance of Sustainability
ESG Implementation
ESG Survey services
ESG Monitoring
GHG Inventory Development and Environmental Data Management
Environmental Target Setting and Decarbonization Planning
Climate-related Risk Assessment and Scenario Analysis
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
Strategic Stock Surveillance
Shareholder and bondholder ownership analysis and profile
Investor Profiling
Activist Watch
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
Annual (AGM) and Special (EGM) shareholder meetings
Consent Solicitations
Cross-Border and Depositary Receipt campaign
SPAC campaigns
Private and memberships organization campaigns
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
Bondholder Identification
Debt restructurings and liability management
ESG integration and “Green Bonds”
BondWatch – Real-time Reporting System
SPAC Proxy Solicitation for Business Combinations and Extension Meetings
SPAC Exchange Listing Advisory
SPAC Shareholder Identification
SPAC Information Agent
Financial Communications
Sustainability and ESG Communications
Multi-Stakeholder Communications
Political Affairs
Crisis & Issues Management
Corporate communications strategy & planning
Integrated communications campaigns
Brand profiling & reputation management
Stakeholder mapping & engagement
Media training & executive coaching
Community engagement
Corporate social responsibility
Thought leadership
Capability building & mentoring for executives and teams
Crisis audits and business preparedness reviews
Spokesperson media training & scenario workshops
On-call crisis and issues management support
Stakeholder engagement including planning and drafting of materials
Live issues experience for product recall, cyber attacks, data breaches, litigation, restructuring and financial issues, regulatory and public affairs, post crisis reputation engagement
Shareholder & Analyst communication
Investor perception audits
Financial results & calendar
ESG Reporting
Proxy campaigns
Shareholder activism
Investor roadshows/events
Mergers & Acquisitions
Initial public offerings
Equity/Debt raisings
Corporate restructures
Trade sales
Asset divestments
Post-merger integration
Media Strategy & Management
Stakeholder Perceptions Research
Data Analytics & Modeling
Communication strategy development
Branding and Positioning
Behavioural Change research
Crisis Management
Stakeholder & Customer Satisfaction
Employee Alignment & Post Merger Integration
Product Development

Our Mission

Morrow Sodali’s mission is to bring together all the expertise, information, technology and resources companies need to engage effectively with shareholders and maximize support for their business initiatives.

Our goal is to establish a strategic partnership with each of our clients by offering timely and insightful advice, high quality service and customized solutions to their governance and ownership challenges.

Our Values

Latest Insights

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21 Nov 2023

Korea Newsletter November 2023 Edition 2

세계 양대 의안분석 회사 중 하나인 Glass Lewis가 16일 밤, 2024년 주주총회에 적용할 개정 지침을 발표했고, 한국 지침 또한 포함되었습니다....

Canada Governance Updates: Glass Lewis Benchmark Policy Changes for 2024

We outline the key changes and clarify amendments affecting Canadian issuers for the upcoming proxy season....

Latest News

09 Nov 2023 • El Confidencial

Evolving trends in the 2023 AGM season in Spain

Read about executive pay, board members' performance assessment and gender diversity on boards in Spain...
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06 Nov 2023 • Expansion

Social and environmental criteria gain importance in executive remuneration

Social objectives weigh 5% in the Ibex bonuses and Environmental 4%...
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03 Nov 2023 • EL ECONOMISTA

Only 15% of Spanish assets managers endorse the new CNMV Code

Spanish fund managers are reluctant to sign the Code of good practices for investors released by CNMV (Comisión Nacional del Mercado de Valores)...
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31 Oct 2023 • Cronica de Cantabria

In 2023 the presence of women on Ibex boards is close to 40%

Read about recent trends in gender diversity on Spanish boards...
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