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 approximately 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

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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25 Nov 2022

HUMAN CAPITAL CHALLENGE HIGHLIGHTS NEED FOR NEW SOCIAL REPORTING METRICS

The 'social' pillar of ESG is the next big thing and Morrow Sodali is taking a global leadership role by defining corporate social impact KPIs...
22 Nov 2022

Proxy Update (US) Glass Lewis Benchmark Policy changes for 2023

Glass Lewis Benchmark Policy changes for 2023...

Latest News

22 Nov 2022 • Milano Finanza

Morrow Sodali: Retail shareholder is increasingly important for the success of takeover bids

Read about how retail investors are gaining importance during takeover bids...
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18 Nov 2022 • EL ECONOMISTA

Spain ranks fourth in Europe for shareholder activism

Spanish listed companies are under increased scrutiny from investors...
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08 Nov 2022 • Morrow Sodali

MORROW SODALI (CANADA) RELEASES PROXY SEASON REVIEW REPORT

Report highlights current and emerging trends from 2022 Canadian proxy season...
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04 Nov 2022 • Morrow Sodali

Morrow Sodali strengthens its market leading position with new Australian acquisition

Acquisition of key Australian financial communications and investor relations player, Citadel-MAGNUS will drive rapid growth and significant expansion...
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