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.

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
ESG & Sustainability disclosure review
Investor profiling and Voting trends
ESG Investor engagement
Board Training & Coaching
ESG Survey services
ESG Monitoring
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
Corporate Brand profiling
Issues management
Stakeholder mapping/engagement
Community relations
Corporate social responsibility
Thought leadership
Media & Presentation coaching
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
Crisis preparedness & management
Cyber attack, data breaches & technology issues
Product failure/recall
Restructuring & financial issues
Change management
Litigation communication
Regulatory & public affairs
Employee engagement

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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SVB and Lehman Brothers: Parallel Lives?

This article draws parallels between the collapses of SVB and Lehman Brothers, particularly regarding corporate governance and risk management failures...

14a-8 Shareholder Proposal Summary 2022-2023

Request to download Morrow Sodali’s 14a-8 Shareholder Proposal Summary 2022-2023....

Latest News

08 Jun 2023 • Insightia

IN-DEPTH: Universal proxy empowers activists in votes and settlements

An update on the effects of universal proxy featuring Morrow Sodali's Michael Verrecchia....
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08 Jun 2023 • El Economista

Only four IBEX 35 companies present their climate action plans at the shareholder meetings

Climate resolutions face challenges in gaining traction across the Spanish AGM landscape in 2023...
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31 May 2023 • NextStep Magazine

Corporate governance: How to reconcile

How can sustainability be reconciled with profitability? This is the question at the heart of this roundtable featuring Stanislas de Laporte...
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31 May 2023 • Morrow Sodali

HKEx proposes more comprehensive climate related disclosures to listed companies 港交所建议上市公司披露更全面的气候相关资料

HKEx published a consultation paper seeking market feedback on a proposal to enhance climate-related disclosures under the existing ESG reporting...
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