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
ESG & Sustainability disclosure review
Investor profiling and Voting trends
ESG Investor engagement
Board Training & Coaching
ESG Survey services
ESG Monitoring
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
Bondholder Identification
Debt restructurings and liability management
ESG integration and “Green Bonds”
Board evaluation
Self-evaluation methodology & tools
Development of Board Skills Matrix
ESG consultation
Coaching for proxy advisor and shareholder engagement
Corporate governance workshops & training

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.

Latest Insights

Discover more
23 Nov 2020

Brazil Proxy Updates: 2021 ISS Proxy Voting Guidelines Updates

ISS announces updates for its voting policy for 2021 Proxy Season...
23 Nov 2020

Board evaluation: practical recommendations by IBGC

Read about the new guidelines for board evaluation from IBGC...

Latest News

23 Nov 2020 • Morrow Sodali

MORROW SODALI LEADS IN SPAC MARKET SHARE AS SPAC MERGER LISTINGS SURGE

Special purpose acquisition companies (SPACs) have enjoyed a surge in popularity in the US this year, with 183 public listings raising $66 billion to date....
Read more
12 Nov 2020 • Business Insider Italia

Italian Stock Exchange: participation quorum and remuneration policy trends in the latest AGM season

Read about shareholders engagement in proxy season 2020 and future trends...
Read more
10 Nov 2020 • IRMagazine

Expect increased scrutiny at European AGMs in 2021, says Morrow Sodali

Read about this year’s AGM season in Europe...
Read more
10 Nov 2020 • Morrow Sodali

A new approach to investor engagement

We are pleased to announce a new strategic partnership between Morrow Sodali APAC and Designate....
Read more